On the filings, Lam Research (LRCX) is the stronger stock right now — higher on our blended fundamentals-plus-verdict read, and we currently rate it SELL.
Elite semicap franchise riding the AI capex wave, but ~its multiple on cyclical-peak profits prices in perfection — trim into strength.
Best-in-class semicap economics, but a its multiple on +0.6% EPS prices in an AI capex boom FY25's numbers don't yet deliver.
| Metric | LRCX | AMAT |
|---|---|---|
| Fundamentals score | 88 | 75 |
| Revenue growth (YoY) | +23.7% | +4.4% |
| Net income growth (YoY) | +40.0% | -2.5% |
| Net margin | 29.1% | 24.7% |
| Return on equity | 54.3% | 34.3% |
| ROIC (est.) | 32.5% | 24.4% |
| Liabilities / Equity | 1.16 | 0.78 |
| Piotroski F-score | 7 / 9 | 6 / 9 |
Bold green = the stronger figure. All rows derive from SEC XBRL filings — no market-price data on this page.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 19, 2026, 1:56 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 19, 2026, 1:55 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.