Stock comparison
Lam Research
Pagaya Technologies
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
PGY
Pagaya Technologies
Market cap
$1.12B
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 | PGY | Winner |
|---|---|---|---|
| Warren Buffett | 70B | 44D | LRCX |
| Benjamin Graham | 80A | 40D | LRCX |
| Philip Fisher | 68B | 51C | LRCX |
| Peter Lynch | 61C | 74B | PGY |
| Joel Greenblatt | 76B | 27F | LRCX |
| Charlie Munger | 78B | 51C | LRCX |
| Terry Smith | 80A | 50C | LRCX |
Side-by-side metrics
| Metric | LRCX | PGY |
|---|---|---|
| Market cap | $356.06B | $1.12B |
| P/E (TTM) | 53.0x | 12.2x |
| EV/EBIT | 60.2x | 7.6x |
| ROIC (TTM) | 42.79% | 17.86% |
| Gross margin | 49.98% | 41.41% |
| Net margin | 30.94% | 7.57% |
| Revenue CAGR 5y | 5.96% | 29.69% |
| EPS CAGR 5y | 11.27% | - |
| Debt / Equity | 0.4x | 1.8x |
| Dividend yield | 0.35% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
LRCX leads on
- Dividend yield0.35%vs 0.0%+100%
- Market cap$356.06Bvs $1.12B+100%
- Debt / Equity0.4xvs 1.8x+81%
- Net margin30.94%vs 7.57%+76%
PGY leads on
- EV/EBIT7.6xvs 60.2x+87%
- Revenue CAGR 5y29.69%vs 5.96%+80%
- P/E (TTM)12.2xvs 53.0x+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.