Arm Holdings plc American Depositary Shares (ARM) vs Lam Research Corporation (LRCX)
A side-by-side comparison of Arm Holdings plc American Depositary Shares and Lam Research Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 29, 2026. Differences are shown without an overall score or investment verdict.
ARM
Arm Holdings plc American Depositary Shares
$224.89TechnologyDelayed quote: Jul 29, 2026, 4:00 PM EDT
LRCX
Lam Research Corporation
$252.35TechnologyDelayed quote: Jul 29, 2026, 4:00 PM EDT
Total return — ARM vs LRCX
growth of $100 · dividends reinvested · last 3yARM +302.9%LRCX +319.0%LRCX compounded faster
ARM LRCX
ARM vs LRCX: by the numbers
- •LRCX is the larger company ($315.58B vs $239.28B market cap).
- •LRCX trades at the lower trailing earnings multiple (50.87 vs 291.36 P/E), one valuation lens rather than an overall verdict.
- •LRCX converts more revenue to profit (30.94% vs 18.37% net margin).
- •ARM grew revenue faster over the past five years (19.41% vs 10.31% CAGR).
- •LRCX pays a dividend (0.39% yield), while ARM has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | ARM | LRCX |
|---|---|---|
| P/E ratio | 291.36 | 50.87 |
| Forward P/E | 139.63 | 47.34 |
| P/S ratio | 53.13 | 15.63 |
| P/B ratio | 31.55 | 32.03 |
| PEG ratio | 13.35 | 0.54 |
| EV / EBITDA | 225.29 | 43.07 |
| FCF yield | 0.36% | 1.90% |
Profitability
| Metric | ARM | LRCX |
|---|---|---|
| Gross margin | 94.63% | 49.98% |
| Operating margin | 18.31% | 34.26% |
| Net margin | 18.37% | 30.94% |
| ROE | 10.91% | 63.38% |
| ROIC | 7.29% | 34.00% |
Dividends
| Metric | ARM | LRCX |
|---|---|---|
| Dividend yield | N/A | 0.39% |
| Payout ratio | N/A | 24.94% |
Growth (annualized)
| Metric | ARM | LRCX |
|---|---|---|
| Revenue CAGR (5Y) | 19.41% | 10.31% |
| EPS CAGR (5Y) | 17.47% | 21.72% |
| FCF CAGR (5Y) | -1.73% | 19.28% |
| Total return CAGR (5Y) | N/A | 34.92% |
Frequently asked
- Which has the lower trailing P/E, ARM or LRCX?
- LRCX has the lower trailing P/E: ARM trades at 291.36 and LRCX at 50.87. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, ARM or LRCX?
- Over the past five years, ARM grew revenue faster — ARM at a 19.41% CAGR versus LRCX at 10.31%.
- Does ARM or LRCX pay a bigger dividend?
- LRCX pays a dividend (0.39% yield), while ARM has no payments in the available dividend history.
- Is ARM or LRCX more profitable?
- LRCX runs the higher net margin — ARM at 18.37% versus LRCX at 30.94%.
Go deeper
Dig into the metrics
Arm Holdings plc American Depositary Shares P/E ratioLam Research P/E ratioArm Holdings plc American Depositary Shares dividend yieldLam Research dividend yieldArm Holdings plc American Depositary Shares ROELam Research ROEArm Holdings plc American Depositary Shares operating marginLam Research operating marginArm Holdings plc American Depositary Shares revenue growthLam Research revenue growthArm Holdings plc American Depositary Shares free cash flowLam Research free cash flow
Arm Holdings plc American Depositary Shares & Lam Research appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified July 29, 2026.