Stock comparison
Lam Research
Paycom Software
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
$381.86B
Sector
Technology
PAYC
Paycom Software
Market cap
$7.51B
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 | PAYC | Winner |
|---|---|---|---|
| Warren Buffett | 78B | 71B | LRCX |
| Benjamin Graham | 88A | 66B | LRCX |
| Philip Fisher | 76B | 81A | PAYC |
| Peter Lynch | 69B | 60C | LRCX |
| Joel Greenblatt | 84C | 49D | LRCX |
| Charlie Munger | 86A | 77B | LRCX |
| Terry Smith | 88A | 73B | LRCX |
Side-by-side metrics
| Metric | LRCX | PAYC |
|---|---|---|
| Market cap | $381.86B | $7.51B |
| P/E (TTM) | 55.4x | 15.1x |
| EV/EBIT | 62.9x | 14.4x |
| ROIC (TTM) | 42.79% | 21.47% |
| Gross margin | 49.98% | 79.74% |
| Net margin | 30.94% | 22.44% |
| Revenue CAGR 5y | 5.96% | 18.08% |
| EPS CAGR 5y | 11.27% | 24.44% |
| Debt / Equity | 0.4x | 0.9x |
| Dividend yield | 0.34% | 1.08% |
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$381.86Bvs $7.51B+98%
- Debt / Equity0.4xvs 0.9x+62%
- ROIC (TTM)42.79%vs 21.47%+50%
- Net margin30.94%vs 22.44%+27%
PAYC leads on
- EV/EBIT14.4xvs 62.9x+77%
- P/E (TTM)15.1xvs 55.4x+73%
- Dividend yield1.08%vs 0.34%+69%
- Revenue CAGR 5y18.08%vs 5.96%+67%
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.