Cisco Systems, Inc. (CSCO) vs Lam Research Corporation (LRCX)

A side-by-side comparison of Cisco Systems, 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.

Compare

Total returnCSCO vs LRCX

growth of $100 · dividends reinvested · last 10y
CSCO +359.4% (+16.5%/yr)LRCX +3551.9% (+43.3%/yr)LRCX compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $10020182020202220242026$459$3,652
CSCO LRCX

CSCO vs LRCX: by the numbers

  • CSCO is the larger company ($441.95B vs $372.94B market cap).
  • CSCO trades at the lower trailing earnings multiple (33.67 vs 51.77 P/E), one valuation lens rather than an overall verdict.
  • LRCX converts more revenue to profit (31.27% vs 20.95% net margin).
  • LRCX grew revenue faster over the past five years (11.25% vs 5.09% CAGR).
  • CSCO pays the higher dividend yield (1.55% vs 0.35%).

Metrics side by side

Valuation

MetricCSCOLRCX
P/E ratio33.6751.77
Forward P/E21.9131.43
P/S ratio6.9816.05
P/B ratio8.7929.91
EV / EBITDA25.9342.99
FCF yield2.93%1.21%

Profitability

MetricCSCOLRCX
Gross margin64.52%50.47%
Operating margin24.27%35.29%
Net margin20.95%31.27%
ROE26.38%58.26%
ROIC12.96%40.77%

Dividends

MetricCSCOLRCX
Dividend yield1.55%0.35%
Payout ratio49.85%18.06%

Growth (annualized)

MetricCSCOLRCX
Revenue CAGR (5Y)5.09%11.25%
EPS CAGR (5Y)6.03%16.30%
FCF CAGR (5Y)-0.58%12.22%
Total return CAGR (5Y)16.38%39.31%

Frequently asked

Which has the lower trailing P/E, CSCO or LRCX?
CSCO has the lower trailing P/E: CSCO trades at 33.67 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, CSCO or LRCX?
Over the past five years, LRCX grew revenue faster — CSCO at a 5.09% CAGR versus LRCX at 11.25%.
Does CSCO or LRCX pay a bigger dividend?
CSCO yields 1.55% and LRCX yields 0.35% based on trailing dividends and the latest price.
Is CSCO or LRCX more profitable?
LRCX runs the higher net margin — CSCO at 20.95% versus LRCX at 31.27%.
How have CSCO and LRCX total returns compared?
Over the past 10 years, CSCO delivered 16.70% and LRCX delivered 43.62% annualized total return. Past performance doesn't predict future results.

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.