In today's fast-paced and competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies before making investment decisions. In this article, we will conduct a comprehensive industry comparison, evaluating Lam Research (NASDAQ:LRCX) against its key competitors in the Semiconductors & Semiconductor Equipment industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performance within 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 | 37.71 | 15.59 | 9.14 | 11.73% | $1.22 | $1.76 | -28.79% |
ASML Holding NV | 45.01 | 26.28 | 12.81 | 16.1% | $2.8 | $3.72 | 12.55% |
Applied Materials Inc | 24.73 | 10.02 | 6.68 | 11.95% | $2.45 | $3.2 | -0.47% |
KLA Corp | 35.97 | 31.56 | 10.10 | 19.31% | $0.86 | $1.51 | -16.66% |
Entegris Inc | 117.21 | 6.22 | 6.02 | 1.12% | $0.19 | $0.34 | -14.14% |
Teradyne Inc | 40.57 | 6.71 | 6.80 | 4.71% | $0.17 | $0.38 | -8.37% |
Enphase Energy Inc | 37.20 | 15.81 | 7.17 | 2.09% | $0.04 | $0.15 | -58.25% |
Onto Innovation Inc | 74.57 | 5.19 | 11.09 | 1.77% | $0.04 | $0.11 | -13.59% |
Amkor Technology Inc | 21.68 | 1.96 | 1.20 | 3.01% | $0.33 | $0.28 | -8.1% |
SolarEdge Technologies Inc | 107.83 | 1.53 | 1.24 | -6.62% | $-0.18 | $-0.06 | -64.52% |
Axcelis Technologies Inc | 15.16 | 4.25 | 3.30 | 8.53% | $0.09 | $0.14 | 16.63% |
FormFactor Inc | 41.23 | 3.70 | 5.10 | 8.67% | $0.09 | $0.07 | 1.31% |
Kulicke & Soffa Industries Inc | 55.02 | 2.40 | 3.85 | 0.8% | $0.02 | $0.08 | -2.86% |
ACM Research Inc | 26.59 | 2.46 | 3.59 | 2.37% | $0.03 | $0.08 | 56.92% |
Photronics Inc | 12.97 | 1.78 | 1.99 | 2.62% | $0.07 | $0.08 | 2.48% |
Cohu Inc | 52.12 | 1.52 | 2.32 | -0.21% | $0.01 | $0.07 | -28.19% |
PDF Solutions Inc | 412.38 | 5.56 | 7.75 | 0.39% | $0.0 | $0.03 | 1.49% |
Aehr Test Systems | 20.63 | 4.85 | 5.32 | 7.28% | $0.01 | $0.01 | 44.66% |
Average | 67.11 | 7.75 | 5.67 | 4.93% | $0.41 | $0.6 | -4.65% |