Lam Research Corporation (LRCX) vs Palo Alto Networks, Inc. (PANW)
A side-by-side comparison of Lam Research Corporation and Palo Alto Networks, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 26, 2026. . Differences are shown without an overall score or investment verdict.
LRCX
Lam Research Corporation
$305.21TechnologyAt close: Jul 24, 2026, 4:00 PM ET
PANW
Palo Alto Networks, Inc.
$323.79TechnologyAt close: Jul 24, 2026, 4:00 PM ET
Total return — LRCX vs PANW
growth of $100 · dividends reinvested · last 14yLRCX +10404.3%PANW +3558.6%LRCX compounded faster
LRCX PANW
LRCX vs PANW: by the numbers
- •LRCX is the larger company ($381.69B vs $263.89B market cap).
- •LRCX trades at the lower earnings multiple (57.59 vs 281.56 P/E).
- •LRCX converts more revenue to profit (30.94% vs 7.95% net margin).
- •PANW grew revenue faster over the past five years (21.62% vs 10.31% CAGR).
- •LRCX pays a dividend (0.34% yield), while PANW has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | LRCX | PANW |
|---|---|---|
| P/E ratio | 57.59 | 281.56 |
| Forward P/E | 53.59 | 85.81 |
| P/S ratio | 17.70 | 22.71 |
| P/B ratio | 36.25 | 8.71 |
| PEG ratio | 0.54 | 4.05 |
| EV / EBITDA | 48.77 | 126.30 |
| FCF yield | 1.68% | 1.78% |
Profitability
| Metric | LRCX | PANW |
|---|---|---|
| Gross margin | 49.98% | 71.94% |
| Operating margin | 34.26% | 9.65% |
| Net margin | 30.94% | 7.95% |
| ROE | 63.38% | 3.05% |
| ROIC | 34.00% | 5.67% |
Dividends
| Metric | LRCX | PANW |
|---|---|---|
| Dividend yield | 0.34% | N/A |
| Payout ratio | 24.94% | N/A |
Growth (annualized)
| Metric | LRCX | PANW |
|---|---|---|
| Revenue CAGR (5Y) | 10.31% | 21.62% |
| EPS CAGR (5Y) | 21.72% | 69.46% |
| FCF CAGR (5Y) | 19.28% | 25.30% |
| Total return CAGR (5Y) | 38.06% | 37.04% |
Frequently asked
- Is LRCX or PANW cheaper?
- On trailing earnings, LRCX is cheaper: LRCX trades at a 57.59 P/E and PANW at 281.56.
- Which has grown faster, LRCX or PANW?
- Over the past five years, PANW grew revenue faster — LRCX at a 10.31% CAGR versus PANW at 21.62%.
- Does LRCX or PANW pay a bigger dividend?
- LRCX pays a dividend (0.34% yield), while PANW has no payments in the available dividend history.
- Is LRCX or PANW more profitable?
- LRCX runs the higher net margin — LRCX at 30.94% versus PANW at 7.95%.
- How have LRCX and PANW total returns compared?
- Over the past 10-year, LRCX delivered 44.12% and PANW delivered 31.09% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Lam Research P/E ratioPalo Alto Networks P/E ratioLam Research dividend yieldPalo Alto Networks dividend yieldLam Research ROEPalo Alto Networks ROELam Research operating marginPalo Alto Networks operating marginLam Research revenue growthPalo Alto Networks revenue growthLam Research free cash flowPalo Alto Networks free cash flow
Lam Research & Palo Alto Networks 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 July 26, 2026.