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Lam Research Corporation (LRCX)
Average score 8.6 A
Preference —
Lam Research (corporate trademark); Wikimedia Commons, PD-textlogo; trademark restrictions may apply
Six company scores
AI and HBM investments lift etch and deposition demand
High-value process tools and service scale support margins
Strong cash generation and a net cash balance
Process know-how, installed base and switching costs
AI memory and scaling boost demand; China curbs pose risk
About 20x forward earnings reflects a strong cycle
Editorial scores are for education, not audited financial metrics or investment advice.
Revenue by business
- Systems Revenue 69.75%
Advanced etch, deposition and cleaning equipment
- Customer Support and Other 30.25%
Services, spares, upgrades and mature-node equipment
Revenue by region
- China 35.11%
- Korea 19.88%
- Taiwan 18.03%
- Japan 8.78%
- United States 8.07%
- Southeast Asia 6.47%
- Europe 3.66%
Key metrics
| Revenue CAGR (5 years) | 10% |
|---|---|
| Operating income CAGR (5 years) | 13% |
| Net income CAGR (5 years) | 13% |
| Operating margin (5-year avg.) | 31% |
| ROE (5-year avg.) | 61% |
| ROA (5-year avg.) | 26% |
| Beta (5 years) | 2.01 |
| MDD (5 years) | -56% |
| Payout ratio (5-year avg.) | 21% |
| P/E | 30x |
| Forward P/E | 20x |
| PEG | 0.65 |