Lam Research Corporation (LRCX) vs Palantir Technologies Inc. (PLTR)

A side-by-side comparison of Lam Research Corporation and Palantir Technologies Inc. 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 PLTR

growth of $100 · dividends reinvested · last 6y
LRCX +835.5% (+45.2%/yr)PLTR +1684.5% (+61.7%/yr)PLTR compounded faster over this window
05001k2k2kStart $100202120222023202420252026$935$1,785
LRCX PLTR

LRCX vs PLTR: by the numbers

  • PLTR is the larger company ($383.97B vs $372.94B market cap).
  • LRCX trades at the lower trailing earnings multiple (51.77 vs 141.72 P/E), one valuation lens rather than an overall verdict.
  • PLTR converts more revenue to profit (49.00% vs 31.27% net margin).
  • PLTR grew revenue faster over the past five years (35.90% vs 11.25% CAGR).
  • LRCX pays a dividend (0.35% yield), while PLTR has no payments in the available dividend history.

Metrics side by side

Valuation

MetricLRCXPLTR
P/E ratio51.77141.72
Forward P/E31.43104.86
P/S ratio16.0562.37
P/B ratio29.9139.28
EV / EBITDA42.99143.52
FCF yield1.21%0.87%

Profitability

MetricLRCXPLTR
Gross margin50.47%84.80%
Operating margin35.29%31.59%
Net margin31.27%49.00%
ROE58.26%30.86%
ROIC40.77%25.60%

Dividends

MetricLRCXPLTR
Dividend yield0.35%N/A
Payout ratio18.06%N/A

Growth (annualized)

MetricLRCXPLTR
Revenue CAGR (5Y)11.25%35.90%
EPS CAGR (5Y)16.30%N/A
FCF CAGR (5Y)12.22%122.48%
Total return CAGR (5Y)39.31%45.36%

Frequently asked

Which has the lower trailing P/E, LRCX or PLTR?
LRCX has the lower trailing P/E: LRCX trades at 51.77 and PLTR at 141.72. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, LRCX or PLTR?
Over the past five years, PLTR grew revenue faster — LRCX at a 11.25% CAGR versus PLTR at 35.90%.
Does LRCX or PLTR pay a bigger dividend?
LRCX pays a dividend (0.35% yield), while PLTR has no payments in the available dividend history.
Is LRCX or PLTR more profitable?
PLTR runs the higher net margin — LRCX at 31.27% versus PLTR at 49.00%.
How have LRCX and PLTR total returns compared?
Over the past 5 years, LRCX delivered 39.31% and PLTR delivered 45.36% 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.