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 July 28, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnLRCX vs ORCL

growth of $100 · dividends reinvested · last 30y
LRCX +45665.6%ORCL +3573.7%LRCX compounded faster
Log scale — wide-divergence pair
101001k10k100kStart $100200120062011201620212026$45,766$3,674
LRCX ORCL

LRCX vs ORCL: by the numbers

  • ORCL is the larger company ($345.63B vs $337.17B market cap).
  • ORCL trades at the lower trailing earnings multiple (20.57 vs 55.02 P/E), one valuation lens rather than an overall verdict.
  • LRCX converts more revenue to profit (30.94% vs 25.37% net margin).
  • ORCL grew revenue faster over the past five years (10.72% vs 10.31% CAGR).
  • ORCL pays the higher dividend yield (1.67% vs 0.36%).

Metrics side by side

Valuation

MetricLRCXORCL
P/E ratio55.0220.57
Forward P/E51.2016.01
P/S ratio16.915.19
P/B ratio34.648.22
PEG ratio0.541.26
EV / EBITDA46.5916.52
FCF yield1.76%N/A

Profitability

MetricLRCXORCL
Gross margin49.98%65.81%
Operating margin34.26%30.85%
Net margin30.94%25.37%
ROE63.38%40.20%
ROIC34.00%7.99%

Dividends

MetricLRCXORCL
Dividend yield0.36%1.67%
Payout ratio24.94%33.67%

Growth (annualized)

MetricLRCXORCL
Revenue CAGR (5Y)10.31%10.72%
EPS CAGR (5Y)21.72%4.93%
FCF CAGR (5Y)19.28%-13.18%
Total return CAGR (5Y)37.60%7.88%

Frequently asked

Which has the lower trailing P/E, LRCX or ORCL?
ORCL has the lower trailing P/E: LRCX trades at 55.02 and ORCL at 20.57. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, LRCX or ORCL?
Over the past five years, ORCL grew revenue faster — LRCX at a 10.31% CAGR versus ORCL at 10.72%.
Does LRCX or ORCL pay a bigger dividend?
LRCX yields 0.36% and ORCL yields 1.67% based on trailing dividends and the latest price.
Is LRCX or ORCL more profitable?
LRCX runs the higher net margin — LRCX at 30.94% versus ORCL at 25.37%.
How have LRCX and ORCL total returns compared?
Over the past 10 years, LRCX delivered 43.20% and ORCL delivered 13.02% 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 July 28, 2026.