Stock comparison
Lam Research
Taiwan Semiconductor Manufacturing Company Limited
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
LRCX
Lam Research
Market cap
$365.28B
Sector
Technology
TSM
Taiwan Semiconductor Manufacturing Company Limited
Market cap
$2.08T
Sector
Technology
Overall winner
Lam Research LRCX
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | LRCX | TSM | Winner |
|---|---|---|---|
| Warren Buffett | 78B | 67B | LRCX |
| Benjamin Graham | 88A | 80A | LRCX |
| Philip Fisher | 76B | 83A | TSM |
| Peter Lynch | 69B | 70B | TSM |
| Joel Greenblatt | 84C | 69B | LRCX |
| Charlie Munger | 86A | 77B | LRCX |
| Terry Smith | 88A | 73C | LRCX |
Side-by-side metrics
| Metric | LRCX | TSM |
|---|---|---|
| Market cap | $365.28B | $2.08T |
| P/E (TTM) | 53.0x | 30.5x |
| EV/EBIT | 60.2x | 29.0x |
| ROIC (TTM) | 42.79% | 25.8% |
| Gross margin | 49.98% | 61.87% |
| Net margin | 30.94% | 47.0% |
| Revenue CAGR 5y | 5.96% | 24.78% |
| EPS CAGR 5y | 11.27% | 30.83% |
| Debt / Equity | 0.4x | 0.2x |
| Dividend yield | 0.35% | 0.91% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
LRCX leads on
- ROIC (TTM)42.79%vs 25.8%+40%
TSM leads on
- Market cap$2.08Tvs $365.28B+82%
- Revenue CAGR 5y24.78%vs 5.96%+76%
- EPS CAGR 5y30.83%vs 11.27%+63%
- Dividend yield0.91%vs 0.35%+61%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.