Amidst today's fast-paced and highly competitive business environment, it is crucial for investors and industry enthusiasts to conduct comprehensive company evaluations. In this article, we will delve into an extensive industry comparison, evaluating Lam Research (NASDAQ:LRCX) in comparison to its major competitors within the Semiconductors & Semiconductor Equipment industry. By analyzing critical financial metrics, market position, and growth potential, our objective is to provide valuable insights for investors and offer a deeper understanding of company's performance in the industry.
Lam Research Background
Lam Research is one of the largest semiconductor wafer fabrication equipment, or WFE, manufacturers in the world. It specializes in the market segments of deposition and etch, which entail the buildup of layers on a semiconductor and the subsequent selective removal of patterns from each layer. Lam holds the top market share in etch and holds the clear cut second share in deposition. It is more exposed to memory chipmakers for DRAM and NAND chips. It counts as top customers the largest chipmakers in the world, including TSMC, Samsung, Intel, and Micron.
Company | P/E | P/B | P/S | ROE | EBITDA (in billions) | Gross Profit (in billions) | Revenue Growth |
---|---|---|---|---|---|---|---|
Lam Research Corp | 37.32 | 15.43 | 9.04 | 11.73% | $1.22 | $1.76 | -28.79% |
ASML Holding NV | 45.50 | 26.57 | 12.95 | 16.1% | $2.8 | $3.72 | 12.55% |
Applied Materials Inc | 24.59 | 9.97 | 6.65 | 11.95% | $2.45 | $3.2 | -0.47% |
KLA Corp | 34.99 | 30.71 | 9.82 | 19.31% | $0.86 | $1.51 | -16.66% |
Entegris Inc | 114.09 | 6.05 | 5.86 | 1.12% | $0.19 | $0.34 | -14.14% |
Teradyne Inc | 39.50 | 6.53 | 6.62 | 4.71% | $0.17 | $0.38 | -8.37% |
Enphase Energy Inc | 37.43 | 15.94 | 7.21 | 2.09% | $0.04 | $0.15 | -58.25% |
Onto Innovation Inc | 77.19 | 5.38 | 11.48 | 1.77% | $0.04 | $0.11 | -13.59% |
Amkor Technology Inc | 21.46 | 1.94 | 1.19 | 3.01% | $0.33 | $0.28 | -8.1% |
SolarEdge Technologies Inc | 111.58 | 1.59 | 1.29 | -6.62% | $-0.18 | $-0.06 | -64.52% |
FormFactor Inc | 44.76 | 4 | 5.54 | 8.67% | $0.09 | $0.07 | 1.31% |
Axcelis Technologies Inc | 14.10 | 3.95 | 3.07 | 8.53% | $0.09 | $0.14 | 16.63% |
Kulicke & Soffa Industries Inc | 54.04 | 2.36 | 3.78 | 0.8% | $0.02 | $0.08 | -2.86% |
ACM Research Inc | 26.91 | 2.49 | 3.63 | 2.37% | $0.03 | $0.08 | 56.92% |
Photronics Inc | 12.78 | 1.76 | 1.96 | 2.62% | $0.07 | $0.08 | 2.48% |
Cohu Inc | 54.95 | 1.61 | 2.45 | -0.21% | $0.01 | $0.07 | -28.19% |
PDF Solutions Inc | 410.75 | 5.54 | 7.72 | 0.39% | $0.0 | $0.03 | 1.49% |
Aehr Test Systems | 16.41 | 3.86 | 4.23 | 7.28% | $0.01 | $0.01 | 44.66% |
Average | 67.12 | 7.66 | 5.61 | 4.93% | $0.41 | $0.6 | -4.65% |