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

LRCX leads on 9 of 15 compared metrics.

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 June 14, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Total return — LRCX vs PLTR

growth of $100 · last 6y
LRCX +986.2%PLTR +1247.3%PLTR compounded faster
05001k2k2kStart $100202120222023202420252026$1,086$1,347
LRCX PLTR

LRCX vs PLTR: by the numbers

  • LRCX is the larger company ($458.72B vs $293.87B market cap).
  • LRCX trades at the lower earnings multiple (69.21 vs 142.21 P/E).
  • PLTR converts more revenue to profit (43.67% vs 30.94% net margin).
  • PLTR grew revenue faster over the past five years (34.11% vs 10.31% CAGR).
  • LRCX pays a dividend (0.28% yield) while PLTR does not currently pay one.

Which is better, LRCX or PLTR?

Metric tally: LRCX 9 · PLTR 6

It depends on what you're optimizing for:

ValueLRCX(lower P/E)
GrowthPLTR(faster 5Y revenue CAGR)
QualityLRCX(higher ROIC)

Valuation

MetricLRCXPLTR
P/E ratio69.21142.21
Forward P/E45.7961.52
P/S ratio21.2762.99
P/B ratio43.5738.94
PEG ratio0.541.13
EV / EBITDA57.60139.60
FCF yield1.40%0.82%

Profitability

MetricLRCXPLTR
Gross margin49.98%84.07%
Operating margin34.26%38.13%
Net margin30.94%43.67%
ROE63.38%27.00%
ROIC34.00%17.95%

Dividends

MetricLRCXPLTR
Dividend yield0.28%
Payout ratio24.22%

Growth (annualized)

MetricLRCXPLTR
Revenue CAGR (5Y)10.31%34.11%
EPS CAGR (5Y)21.72%
FCF CAGR (5Y)19.28%94.15%
Total return CAGR (5Y)43.19%38.98%

Frequently asked

Which is better, LRCX or PLTR?
It depends on your goal. value: LRCX (lower P/E); growth: PLTR (faster 5Y revenue CAGR); quality: LRCX (higher ROIC). Across all compared metrics, LRCX leads 9 to 6.
Is LRCX or PLTR cheaper?
On trailing earnings, LRCX is cheaper: LRCX trades at a 69.21 P/E and PLTR at 142.21.
Which has grown faster, LRCX or PLTR?
Over the past five years, PLTR grew revenue faster — LRCX at a 10.31% CAGR versus PLTR at 34.11%.
Does LRCX or PLTR pay a bigger dividend?
LRCX pays a dividend (0.28% yield) while PLTR does not currently pay one.
Is LRCX or PLTR more profitable?
PLTR runs the higher net margin — LRCX at 30.94% versus PLTR at 43.67%.
Which has been the better investment, LRCX or PLTR?
Over the past 5-year, LRCX delivered the higher annualized total return — LRCX at 48.10% versus PLTR at 38.98%. 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 June 14, 2026.