In today's rapidly changing and highly competitive business world, it is imperative for investors and industry observers to carefully assess companies before making investment choices. In this article, we will undertake a comprehensive industry comparison, evaluating Lam Research (NASDAQ:LRCX) vis-à-vis its key competitors in the Semiconductors & Semiconductor Equipment industry. Through a detailed analysis of important financial indicators, market standing, and growth potential, our goal is to provide valuable insights and highlight 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 | 36.86 | 15.24 | 8.93 | 11.73% | $1.22 | $1.76 | -28.79% |
ASML Holding NV | 45.61 | 26.64 | 12.99 | 16.1% | $2.8 | $3.72 | 12.55% |
Applied Materials Inc | 24.16 | 9.79 | 6.53 | 11.95% | $2.45 | $3.2 | -0.47% |
KLA Corp | 35.40 | 31.07 | 9.94 | 19.31% | $0.86 | $1.51 | -16.66% |
Entegris Inc | 116.67 | 6.18 | 6 | 1.12% | $0.19 | $0.34 | -14.14% |
Enphase Energy Inc | 42.30 | 17.98 | 8.15 | 2.09% | $0.04 | $0.15 | -58.25% |
Teradyne Inc | 38.87 | 6.43 | 6.51 | 10.68% | $0.33 | $1.05 | 152.68% |
Onto Innovation Inc | 75.28 | 5.24 | 11.19 | 1.77% | $0.04 | $0.11 | -13.59% |
Amkor Technology Inc | 23.90 | 2.17 | 1.33 | 3.01% | $0.33 | $0.28 | -8.1% |
SolarEdge Technologies Inc | 126.20 | 1.79 | 1.46 | -6.62% | $-0.18 | $-0.06 | -64.52% |
Axcelis Technologies Inc | 15.08 | 4.23 | 3.29 | 8.53% | $0.09 | $0.14 | 16.63% |
FormFactor Inc | 42.21 | 3.78 | 5.22 | 8.67% | $0.09 | $0.07 | 1.31% |
Kulicke & Soffa Industries Inc | 56.23 | 2.46 | 3.94 | 0.8% | $0.02 | $0.08 | -2.86% |
ACM Research Inc | 26 | 2.40 | 3.51 | 2.37% | $0.03 | $0.08 | 56.92% |
Photronics Inc | 13 | 1.79 | 1.99 | 2.62% | $0.07 | $0.08 | 2.48% |
Cohu Inc | 54.15 | 1.58 | 2.41 | -0.21% | $0.01 | $0.07 | -28.19% |
PDF Solutions Inc | 430.75 | 5.81 | 8.09 | 0.39% | $0.0 | $0.03 | 1.49% |
Aehr Test Systems | 22.87 | 5.38 | 5.90 | 7.28% | $0.01 | $0.01 | 44.66% |
Average | 69.92 | 7.92 | 5.79 | 5.29% | $0.42 | $0.64 | 4.82% |