Stock comparison
Lam Research
Manhattan Associates
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
MANH
Manhattan Associates
Market cap
$7.77B
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 | MANH | Winner |
|---|---|---|---|
| Warren Buffett | 70B | 61C | LRCX |
| Benjamin Graham | 80A | 68B | LRCX |
| Philip Fisher | 68B | 71B | MANH |
| Peter Lynch | 61C | 57C | LRCX |
| Joel Greenblatt | 76B | 79B | MANH |
| Charlie Munger | 78B | 73B | LRCX |
| Terry Smith | 80A | 76B | LRCX |
Side-by-side metrics
| Metric | LRCX | MANH |
|---|---|---|
| Market cap | $356.06B | $7.77B |
| P/E (TTM) | 53.0x | 36.2x |
| EV/EBIT | 60.2x | 26.9x |
| ROIC (TTM) | 42.79% | 76.84% |
| Gross margin | 49.98% | 55.56% |
| Net margin | 30.94% | 19.68% |
| Revenue CAGR 5y | 5.96% | 12.98% |
| EPS CAGR 5y | 11.27% | 20.26% |
| Debt / Equity | 0.4x | 0.3x |
| 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 $7.77B+98%
- Net margin30.94%vs 19.68%+36%
MANH leads on
- EV/EBIT26.9xvs 60.2x+55%
- Revenue CAGR 5y12.98%vs 5.96%+54%
- EPS CAGR 5y20.26%vs 11.27%+44%
- ROIC (TTM)76.84%vs 42.79%+44%
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.