Comparisons › AMAT / LRCX
Applied Materials vs Lam Research: comparing AMAT and LRCX stock
12-month growth, from 100━ AMAT +43.1% ━ LRCX +23.9%
| Metric | AMAT | LRCX |
|---|---|---|
| Price, $ | 332.71 | 200.44 |
| Year to date | +29.8% ● | +17.2% |
| 12 months | +43.1% ● | +23.9% |
| From 52-week high | −55.0% | −54.3% ● |
| vs 200-day average | −25.3% ● | −29.4% |
| P/E | 30.5 | 29.7 |
| Dividend yield | 0.54% | 0.55% ● |
| Revenue growth, YoY | +7.8% | +33.4% ● |
| Operating income growth | +11.7% | +49.3% ● |
| Operating margin | 31.2% | 37.0% ● |
| Gross margin | 49.4% | 51.0% ● |
| Market cap | $264.0B | $250.4B |
| Next earnings | Nov 12, 2026 | Jan 27, 2027 |
● — whose figure is higher, not which is better. Data as of Nov 6, 2026.
Ratings and a detailed chart for each are in the terminal.
Open the terminalFAQ
Which is better to buy: Applied Materials or Lam Research?
We do not advise what to buy. By the numbers: Applied Materials rose more over the year (+43.1%); Lam Research is closer to its 52-week high; Lam Research has the higher operating margin; Lam Research is growing revenue faster; Lam Research has the lower P/E. How to weigh such signs is covered in «How to analyse a stock».
Can I buy both?
Yes. Many hold several companies in one industry to avoid depending on one. A broad index fund often already holds the largest US companies.
When do they report?
Applied Materials — Nov 12, 2026; Lam Research — Jan 27, 2027.