ASML vs Lam Research
ASML and LRCX side by side, both in special industry machinery, except metalworking. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ASML and LRCX compare
Lam Research grew revenue faster over the last twelve months (26.0% versus 15.6% for ASML).
Lam Research keeps more of each dollar of sales as profit, with a net margin of 31.3% compared with 29.4% at ASML.
Lam Research pays a dividend yielding 0.46%; ASML does not pay one.
Lam Research scores higher on the StockData Score (21 against 16 for ASML), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ASML | LRCX |
|---|---|---|
| Size and price | ||
| Market cap | – | $299B |
| Share price | $1565.90 | $239.11 |
| Change, 1 year | 46.2% | 48.8% |
| Change, 5 years | 84.9% | 291% |
| Beta (5Y) | 1.69 | 1.95 |
| Employees | 44K | 23K |
| StockData Score | ||
| Total score | 16 | 21 (better) |
| Valuation score | 0 | 0 |
| Growth score | 5 | 5 |
| Performance score | 6 | 6 |
| Health score | 5 | 6 (better) |
| Dividend score | 0 | 4 (better) |
| Valuation | ||
| P/E | – | 41.5× |
| P/S | – | 12.9× |
| P/B | – | 24.0× |
| EV/EBITDA | – | 34.4× |
| P/FCF | – | 61.2× |
| PEG | – | 2.06 |
| FCF yield | – | 1.6% |
| Fair value | – | $144.76 |
| Margin of safety | – | −65.2% |
| Growth | ||
| Revenue growth (TTM) | 15.6% | 26.0% (better) |
| Revenue growth, 5Y average | 18.5% (better) | 9.7% |
| Net income growth (TTM) | 26.9% | 35.6% (better) |
| EPS growth (TTM) | 28.4% | 38.8% (better) |
| EPS growth, 5Y average | 23.8% (better) | 16.4% |
| Profitability | ||
| Gross margin | 52.8% (better) | 50.5% |
| Operating margin | 34.6% | 35.3% (better) |
| Net margin | 29.4% | 31.3% (better) |
| FCF margin | 33.9% (better) | 21.1% |
| Return on equity | 50.5% | 65.1% (better) |
| Return on invested capital | 88.2% (better) | 77.7% |
| Financial health | ||
| Debt / equity | 0.22 (better) | 0.30 |
| Net debt / EBITDA | −0.72 | −0.21 |
| Interest coverage | 95.5× (better) | 52.3× |
| Current ratio | 1.26 | 2.63 (better) |
| Altman Z-score | – | 20.94 |
| Piotroski F-score | 7 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 0.46% |
| Payout ratio | – | 17.5% |
| Years of dividend growth | – | 12 |
| Dividend growth, 5Y average | – | 14.9% |
| Buyback yield | – | 1.3% |
| Shareholder yield | – | 1.7% |
| Ownership | ||
| Held by institutions | – | 85.8% |
| Held by insiders | 0.00% | 0.30% |
| Insider net buying, 12 months | – | −$169M |
| Superinvestors holding | – | 7 |
| Short interest, % of float | – | 2.1% |
Go deeper
- ASML stock overview
- ASML income statement
- ASML valuation and score
- LRCX stock overview
- LRCX income statement
- LRCX valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.