International Business Machines Corporation (IBM) vs KLA Corporation (KLAC)

KLAC leads on 11 of 16 compared metrics, though IBM is the cheaper stock.

A side-by-side comparison of International Business Machines Corporation and KLA Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 13, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Total return — IBM vs KLAC

growth of $100 · last 30y
IBM +1004.0%KLAC +19330.5%KLAC compounded faster
Log scale — wide-divergence pair
101001k10k100kStart $100200120062011201620212026$1,104$19,431
IBM KLAC

IBM vs KLAC: by the numbers

  • KLAC is the larger company ($332.50B vs $255.87B market cap).
  • IBM trades at the lower earnings multiple (24.07 vs 72.05 P/E).
  • KLAC converts more revenue to profit (35.66% vs 15.61% net margin).
  • KLAC grew revenue faster over the past five years (15.21% vs -0.09% CAGR).
  • KLAC pays the higher dividend yield (3.14% vs 2.47%).

Which is better, IBM or KLAC?

Metric tally: IBM 5 · KLAC 11

It depends on what you're optimizing for:

ValueIBM(lower P/E)
GrowthKLAC(faster 5Y revenue CAGR)
IncomeKLAC(higher dividend yield)
QualityKLAC(higher ROIC)

Valuation

MetricIBMKLAC
P/E ratio24.0772.05
Forward P/E20.33
P/S ratio3.7625.61
P/B ratio7.8657.52
PEG ratio0.350.06
EV / EBITDA19.5457.56
FCF yield5.05%1.20%

Profitability

MetricIBMKLAC
Gross margin58.97%61.75%
Operating margin16.36%42.08%
Net margin15.61%35.66%
ROE32.61%80.11%
ROIC8.57%38.11%

Dividends

MetricIBMKLAC
Dividend yield2.47%3.14%
Payout ratio59.24%262.04%

Growth (annualized)

MetricIBMKLAC
Revenue CAGR (5Y)-0.09%15.21%
EPS CAGR (5Y)12.59%31.52%
FCF CAGR (5Y)-3.35%15.49%
Total return CAGR (5Y)18.04%67.17%

Frequently asked

Which is better, IBM or KLAC?
It depends on your goal. value: IBM (lower P/E); growth: KLAC (faster 5Y revenue CAGR); income: KLAC (higher dividend yield); quality: KLAC (higher ROIC). Across all compared metrics, KLAC leads 11 to 5.
Is IBM or KLAC cheaper?
On trailing earnings, IBM is cheaper: IBM trades at a 24.07 P/E and KLAC at 72.05.
Which has grown faster, IBM or KLAC?
Over the past five years, KLAC grew revenue faster — IBM at a -0.09% CAGR versus KLAC at 15.21%.
Does IBM or KLAC pay a bigger dividend?
IBM yields 2.47% and KLAC yields 3.14% based on trailing dividends and the latest price.
Is IBM or KLAC more profitable?
KLAC runs the higher net margin — IBM at 15.61% versus KLAC at 35.66%.
Which has been the better investment, IBM or KLAC?
Over the past 10-year, KLAC delivered the higher annualized total return — IBM at 11.01% versus KLAC at 67.44%. 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 June 13, 2026.