Lam Research Corporation (LRCX) vs Micron Technology, Inc. (MU)

A side-by-side comparison of Lam Research Corporation and Micron Technology, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 1, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnLRCX vs MU

growth of $100 · dividends reinvested · last 30y
LRCX +45886.9%MU +8899.5%LRCX compounded faster
Log scale — wide-divergence pair
101001k10k100kStart $100200120062011201620212026$45,987$9,000
LRCX MU

LRCX vs MU: by the numbers

  • MU is the larger company ($929.52B vs $366.44B market cap).
  • MU trades at the lower trailing earnings multiple (18.63 vs 50.87 P/E), one valuation lens rather than an overall verdict.
  • MU converts more revenue to profit (55.91% vs 31.27% net margin).
  • MU grew revenue faster over the past five years (29.33% vs 11.25% CAGR).
  • LRCX pays the higher dividend yield (0.35% vs 0.06%).

Metrics side by side

Valuation

MetricLRCXMU
P/E ratio50.8718.63
Forward P/E51.4511.24
P/S ratio15.9110.44
P/B ratio29.639.36
PEG ratio1.830.02
EV / EBITDA42.5520.59
FCF yield1.32%2.78%

Profitability

MetricLRCXMU
Gross margin50.47%39.79%
Operating margin35.29%26.41%
Net margin31.27%55.91%
ROE58.26%50.11%
ROIC40.98%12.12%

Dividends

MetricLRCXMU
Dividend yield0.35%0.06%
Payout ratio17.96%6.93%

Growth (annualized)

MetricLRCXMU
Revenue CAGR (5Y)11.25%29.33%
EPS CAGR (5Y)16.30%5.12%
FCF CAGR (5Y)12.22%172.93%
Total return CAGR (5Y)37.06%61.16%

Frequently asked

Which has the lower trailing P/E, LRCX or MU?
MU has the lower trailing P/E: LRCX trades at 50.87 and MU at 18.63. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, LRCX or MU?
Over the past five years, MU grew revenue faster — LRCX at a 11.25% CAGR versus MU at 29.33%.
Does LRCX or MU pay a bigger dividend?
LRCX yields 0.35% and MU yields 0.06% based on trailing dividends and the latest price.
Is LRCX or MU more profitable?
MU runs the higher net margin — LRCX at 31.27% versus MU at 55.91%.
How have LRCX and MU total returns compared?
Over the past 10 years, LRCX delivered 43.59% and MU delivered 50.93% 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 August 1, 2026.