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.
LRCX
Lam Research Corporation
$298.22TechnologyDelayed quote: Sep 11, 2026, 4:00 PM EDT
ORCL
Oracle Corporation
$150.15TechnologyDelayed quote: Sep 11, 2026, 4:00 PM EDT
Total return — LRCX vs ORCL
growth of $100 · dividends reinvested · last 10yLRCX +3551.9% (+43.3%/yr)ORCL +356.8% (+16.4%/yr)LRCX compounded faster over this window
Log scale — wide-divergence pair
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
| Metric | LRCX | ORCL |
|---|---|---|
| P/E ratio | 51.77 | N/A |
| Forward P/E | 31.43 | 18.61 |
| P/S ratio | 16.05 | N/A |
| P/B ratio | 29.91 | N/A |
| EV / EBITDA | 42.99 | N/A |
| FCF yield | 1.21% | N/A |
Profitability
| Metric | LRCX | ORCL |
|---|---|---|
| Gross margin | 50.47% | 65.20% |
| Operating margin | 35.29% | 32.36% |
| Net margin | 31.27% | 26.36% |
| ROE | 58.26% | 28.16% |
| ROIC | 40.77% | 7.68% |
Dividends
| Metric | LRCX | ORCL |
|---|---|---|
| Dividend yield | 0.35% | 1.31% |
| Payout ratio | 18.06% | N/A |
Growth (annualized)
| Metric | LRCX | ORCL |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Lam Research P/E ratioLam Research dividend yieldOracle dividend yieldLam Research ROEOracle ROELam Research operating marginOracle operating marginLam Research revenue growthOracle revenue growthLam Research free cash flowOracle free cash flow
Lam Research & Oracle appear in these rankings
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.