Lam Research Corporation (LRCX) vs Oracle Corporation (ORCL)

A side-by-side comparison of Lam Research Corporation and Oracle 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 returnLRCX vs ORCL

growth of $100 · dividends reinvested · last 10y
LRCX +3551.9% (+43.3%/yr)ORCL +356.8% (+16.4%/yr)LRCX compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $10020182020202220242026$3,652$457
LRCX ORCL

LRCX vs ORCL: by the numbers

  • ORCL is the larger company ($432.50B vs $372.94B market cap).
  • LRCX converts more revenue to profit (31.27% vs 26.36% net margin).
  • ORCL grew revenue faster over the past five years (11.94% vs 11.25% CAGR).
  • ORCL pays the higher dividend yield (1.31% vs 0.35%).

Metrics side by side

Valuation

MetricLRCXORCL
P/E ratio51.77N/A
Forward P/E31.4318.61
P/S ratio16.05N/A
P/B ratio29.91N/A
EV / EBITDA42.99N/A
FCF yield1.21%N/A

Profitability

MetricLRCXORCL
Gross margin50.47%65.20%
Operating margin35.29%32.36%
Net margin31.27%26.36%
ROE58.26%28.16%
ROIC40.77%7.68%

Dividends

MetricLRCXORCL
Dividend yield0.35%1.31%
Payout ratio18.06%N/A

Growth (annualized)

MetricLRCXORCL
Revenue CAGR (5Y)11.25%11.94%
EPS CAGR (5Y)16.30%4.93%
FCF CAGR (5Y)12.22%-13.18%
Total return CAGR (5Y)39.31%12.82%

Frequently asked

Which has grown faster, LRCX or ORCL?
Over the past five years, ORCL grew revenue faster — LRCX at a 11.25% CAGR versus ORCL at 11.94%.
Does LRCX or ORCL pay a bigger dividend?
LRCX yields 0.35% and ORCL yields 1.31% based on trailing dividends and the latest price.
Is LRCX or ORCL more profitable?
LRCX runs the higher net margin — LRCX at 31.27% versus ORCL at 26.36%.
How have LRCX and ORCL total returns compared?
Over the past 10 years, LRCX delivered 43.62% and ORCL delivered 16.08% 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.