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.

Compare

Total returnLRCX vs PANW

growth of $100 · dividends reinvested · last 14y
LRCX +10404.3%PANW +3558.6%LRCX compounded faster
05k10kStart $1002015201820212024$10,504$3,659
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

MetricLRCXPANW
P/E ratio57.59281.56
Forward P/E53.5985.81
P/S ratio17.7022.71
P/B ratio36.258.71
PEG ratio0.544.05
EV / EBITDA48.77126.30
FCF yield1.68%1.78%

Profitability

MetricLRCXPANW
Gross margin49.98%71.94%
Operating margin34.26%9.65%
Net margin30.94%7.95%
ROE63.38%3.05%
ROIC34.00%5.67%

Dividends

MetricLRCXPANW
Dividend yield0.34%N/A
Payout ratio24.94%N/A

Growth (annualized)

MetricLRCXPANW
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.

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.