TickerHumSide-by-side comparison
Applied Materials vs Lam Research
As of Nov 11, 2026, P/E is 34.1x for Applied Materials vs 35.5x for Lam Research; P/S is 10.2x for Applied Materials vs 11.4x for Lam Research; revenue growth is 7.8% for Applied Materials vs 33.4% for Lam Research; operating margin is 29.6% for Applied Materials vs 37.0% for Lam Research.
What stands out
- Lam Research is growing revenue faster: 33.4% vs 7.8% for Applied Materials.
- Lam Research keeps more of each sale as operating profit: 37.0% margin vs 29.6% for Applied Materials.
- Applied Materials's shares did better over the past year: +71.2% vs +47.6% for Lam Research.
Key metrics
| Metric | AMAT | LRCX |
|---|---|---|
| Price | $395.08 | $238.28 |
| Market cap | $313.53B | $297.65B |
| P/E | 34.1x (#1) | 35.5x (#2) |
| P/S | 10.2x (#1) | 11.4x (#2) |
| Revenue growth | 7.8% (#2) | 33.4% (#1) |
| Operating margin | 29.6% (#2) | 37.0% (#1) |
| Net margin | 30.1% (#2) | 32.3% (#1) |
| Debt / equity | 0.20 (#1) | 0.27 (#2) |
| 1-year return | +71.2% (#1) | +47.6% (#2) |
| Research score | 59/100 (#2) | 62/100 (#1) |
Higher is better for growth, margins, one-year return and overall score; lower is better for valuation and debt ratios. Ties share a rank and missing values are excluded.
Company research
- Applied Materials, Inc. (AMAT) — Semiconductor Equipment & Materials
- Lam Research Corporation (LRCX) — Semiconductor Equipment & Materials