Stock comparison
Lam Research
Full Truck Alliance
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
$356.06B
Sector
Technology
YMM
Full Truck Alliance
Market cap
$9.06B
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 | YMM | Winner |
|---|---|---|---|
| Warren Buffett | 70B | 42D | LRCX |
| Benjamin Graham | 80A | 33F | LRCX |
| Philip Fisher | 68B | 53C | LRCX |
| Peter Lynch | 61C | 71B | YMM |
| Joel Greenblatt | 76B | 27F | LRCX |
| Charlie Munger | 78B | 40D | LRCX |
| Terry Smith | 80A | 49D | LRCX |
Side-by-side metrics
| Metric | LRCX | YMM |
|---|---|---|
| Market cap | $356.06B | $9.06B |
| P/E (TTM) | 53.0x | 14.0x |
| EV/EBIT | 60.2x | 14.0x |
| ROIC (TTM) | 42.79% | 8.23% |
| Gross margin | 49.98% | 63.19% |
| Net margin | 30.94% | 35.31% |
| Revenue CAGR 5y | 5.96% | 27.09% |
| EPS CAGR 5y | 11.27% | - |
| Debt / Equity | 0.4x | 0.0x |
| Dividend yield | 0.35% | 2.08% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
LRCX leads on
- Market cap$356.06Bvs $9.06B+97%
- ROIC (TTM)42.79%vs 8.23%+81%
YMM leads on
- Debt / Equity0.0xvs 0.4x+100%
- Dividend yield2.08%vs 0.35%+83%
- Revenue CAGR 5y27.09%vs 5.96%+78%
- EV/EBIT14.0xvs 60.2x+77%
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.