` Comparison: LRCX vs AMAT - Alpha Spread
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LRCX
vs
AMAT

Over the past 12 months, LRCX has outperformed AMAT, delivering a return of +215% compared to the AMAT's +146% growth.

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LRCX
AMAT
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Stocks Compared:
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Valuation Comparison

LRCX Intrinsic Value
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AMAT Intrinsic Value
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Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Lam Research Corp
NASDAQ:LRCX
237.67 USD
Applied Materials Inc
NASDAQ:AMAT
374.95 USD
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Valuation Scenario:
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Growth Comparison

Growth Over Time
LRCX, AMAT

LRCX
AMAT
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Lam Research Corp
Revenue
Applied Materials Inc
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
LRCX, AMAT

LRCX
AMAT
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Lam Research Corp
NASDAQ:LRCX
Applied Materials Inc
NASDAQ:AMAT
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What is Free Cash Flow?

Gross Margin

LRCX
49.8%
AMAT
48.7%

Operating Margin

LRCX
33.8%
AMAT
29.7%

Net Margin

LRCX
30.2%
AMAT
27.8%

FCF Margin

LRCX
30.2%
AMAT
22%

ROE

LRCX
66.7%
AMAT
39.8%

ROA

LRCX
30.4%
AMAT
22.2%

ROIC

LRCX
44%
AMAT
28.3%

ROCE

LRCX
47.3%
AMAT
30.9%

Solvency Comparison

Lam Research Corp
Equity Waterfall
Assets
Liabilities
Equity
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Applied Materials Inc
Equity Waterfall
Assets
Liabilities
Equity
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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
LRCX, AMAT

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Performance Gap
LRCX, AMAT

Performance Gap Between LRCX and AMAT
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Performance By Year
LRCX, AMAT

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LRCX
AMAT
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