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 September 11, 2026. Differences are shown without an overall score or investment verdict.
CLS
Celestica Inc.
$346.55TechnologyDelayed quote: Sep 11, 2026, 4:00 PM EDT
LRCX
Lam Research Corporation
$298.22TechnologyDelayed quote: Sep 11, 2026, 4:00 PM EDT
Total return — CLS vs LRCX
growth of $100 · dividends reinvested · last 10yCLS +3063.6% (+41.3%/yr)LRCX +3551.9% (+43.3%/yr)LRCX compounded faster over this window
CLS LRCX
CLS vs LRCX: by the numbers
- •LRCX is the larger company ($372.94B vs $39.85B market cap).
- •CLS trades at the lower trailing earnings multiple (35.99 vs 51.77 P/E), one valuation lens rather than an overall verdict.
- •LRCX converts more revenue to profit (31.27% vs 7.16% net margin).
- •CLS grew revenue faster over the past five years (22.80% vs 11.25% CAGR).
- •LRCX pays a dividend (0.35% yield), while CLS has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | CLS | LRCX |
|---|---|---|
| P/E ratio | 35.99 | 51.77 |
| Forward P/E | 30.38 | 31.43 |
| P/S ratio | 2.55 | 16.05 |
| P/B ratio | 16.07 | 29.91 |
| EV / EBITDA | 27.75 | 42.99 |
| FCF yield | 1.30% | 1.21% |
Profitability
| Metric | CLS | LRCX |
|---|---|---|
| Gross margin | 11.59% | 50.47% |
| Operating margin | 8.13% | 35.29% |
| Net margin | 7.16% | 31.27% |
| ROE | 45.07% | 58.26% |
| ROIC | 29.75% | 40.77% |
Dividends
| Metric | CLS | LRCX |
|---|---|---|
| Dividend yield | N/A | 0.35% |
| Payout ratio | N/A | 18.06% |
Growth (annualized)
| Metric | CLS | LRCX |
|---|---|---|
| Revenue CAGR (5Y) | 22.80% | 11.25% |
| EPS CAGR (5Y) | 73.33% | 16.30% |
| FCF CAGR (5Y) | 29.00% | 12.22% |
| Total return CAGR (5Y) | 106.10% | 39.31% |
Frequently asked
- Which has the lower trailing P/E, CLS or LRCX?
- CLS has the lower trailing P/E: CLS trades at 35.99 and LRCX at 51.77. 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 11.25%.
- Does CLS or LRCX pay a bigger dividend?
- LRCX pays a dividend (0.35% 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 31.27%.
- How have CLS and LRCX total returns compared?
- Over the past 10 years, CLS delivered 40.78% and LRCX delivered 43.62% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Celestica P/E ratioLam Research P/E ratioLam 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 September 11, 2026.