Celestica Inc. (CLS) vs Lam Research Corporation (LRCX)
A side-by-side comparison of Celestica Inc. and Lam Research Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 28, 2026. Differences are shown without an overall score or investment verdict.
CLS
Celestica Inc.
$350.20TechnologyDelayed quote: Jul 28, 2026, 4:00 PM EDT
LRCX
Lam Research Corporation
$269.61TechnologyDelayed quote: Jul 28, 2026, 4:00 PM EDT
Total return — CLS vs LRCX
growth of $100 · dividends reinvested · last 28yCLS +3522.3%LRCX +51226.0%LRCX compounded faster
Log scale — wide-divergence pair
CLS LRCX
CLS vs LRCX: by the numbers
- •LRCX is the larger company ($337.17B vs $40.26B market cap).
- •CLS trades at the lower trailing earnings multiple (33.05 vs 55.02 P/E), one valuation lens rather than an overall verdict.
- •LRCX converts more revenue to profit (30.94% vs 7.16% net margin).
- •CLS grew revenue faster over the past five years (22.80% vs 10.31% CAGR).
- •LRCX pays a dividend (0.36% yield), while CLS has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | CLS | LRCX |
|---|---|---|
| P/E ratio | 33.05 | 55.02 |
| Forward P/E | 31.47 | 51.20 |
| P/S ratio | 2.37 | 16.91 |
| P/B ratio | 14.91 | 34.64 |
| PEG ratio | 0.39 | 0.54 |
| EV / EBITDA | 26.58 | 46.59 |
| FCF yield | 1.41% | 1.76% |
Profitability
| Metric | CLS | LRCX |
|---|---|---|
| Gross margin | 11.59% | 49.98% |
| Operating margin | 8.13% | 34.26% |
| Net margin | 7.16% | 30.94% |
| ROE | 45.07% | 63.38% |
| ROIC | 27.74% | 34.00% |
Dividends
| Metric | CLS | LRCX |
|---|---|---|
| Dividend yield | N/A | 0.36% |
| Payout ratio | N/A | 24.94% |
Growth (annualized)
| Metric | CLS | LRCX |
|---|---|---|
| Revenue CAGR (5Y) | 22.80% | 10.31% |
| EPS CAGR (5Y) | 73.33% | 21.72% |
| FCF CAGR (5Y) | 29.00% | 19.28% |
| Total return CAGR (5Y) | 105.32% | 37.60% |
Frequently asked
- Which has the lower trailing P/E, CLS or LRCX?
- CLS has the lower trailing P/E: CLS trades at 33.05 and LRCX at 55.02. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, CLS or LRCX?
- Over the past five years, CLS grew revenue faster — CLS at a 22.80% CAGR versus LRCX at 10.31%.
- Does CLS or LRCX pay a bigger dividend?
- LRCX pays a dividend (0.36% yield), while CLS has no payments in the available dividend history.
- Is CLS or LRCX more profitable?
- LRCX runs the higher net margin — CLS at 7.16% versus LRCX at 30.94%.
- How have CLS and LRCX total returns compared?
- Over the past 10 years, CLS delivered 40.11% and LRCX delivered 43.20% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Celestica P/E ratioLam Research P/E ratioCelestica dividend yieldLam Research dividend yieldCelestica ROELam Research ROECelestica operating marginLam Research operating marginCelestica revenue growthLam Research revenue growthCelestica free cash flowLam Research free cash flow
Celestica & 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 28, 2026.