Lam Research Corporation (LRCX) vs Seagate Technology Holdings plc (STX)

A side-by-side comparison of Lam Research Corporation and Seagate Technology Holdings plc 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 STX

growth of $100 · dividends reinvested · last 10y
LRCX +3471.0% (+43.0%/yr)STX +3613.4% (+43.5%/yr)STX compounded faster over this window
01k2k3k4k5kStart $10020182020202220242026$3,571$3,713
LRCX STX

LRCX vs STX: by the numbers

  • LRCX is the larger company ($372.94B vs $186.15B market cap).
  • LRCX trades at the lower trailing earnings multiple (51.77 vs 59.72 P/E), one valuation lens rather than an overall verdict.
  • LRCX converts more revenue to profit (31.27% vs 26.11% net margin).
  • LRCX grew revenue faster over the past five years (11.25% vs 2.68% CAGR).
  • LRCX pays the higher dividend yield (0.35% vs 0.33%).

Metrics side by side

Valuation

MetricLRCXSTX
P/E ratio51.7759.72
Forward P/E31.4323.07
P/S ratio16.0515.26
P/B ratio29.9185.90
EV / EBITDA42.9943.09
FCF yield1.21%1.67%

Profitability

MetricLRCXSTX
Gross margin50.47%45.58%
Operating margin35.29%33.57%
Net margin31.27%26.11%
ROE58.26%146.93%
ROIC40.77%51.40%

Dividends

MetricLRCXSTX
Dividend yield0.35%0.33%
Payout ratio18.06%21.15%

Growth (annualized)

MetricLRCXSTX
Revenue CAGR (5Y)11.25%2.68%
EPS CAGR (5Y)16.30%21.76%
FCF CAGR (5Y)12.22%24.10%
Total return CAGR (5Y)39.31%63.76%

Frequently asked

Which has the lower trailing P/E, LRCX or STX?
LRCX has the lower trailing P/E: LRCX trades at 51.77 and STX at 59.72. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, LRCX or STX?
Over the past five years, LRCX grew revenue faster — LRCX at a 11.25% CAGR versus STX at 2.68%.
Does LRCX or STX pay a bigger dividend?
LRCX yields 0.35% and STX yields 0.33% based on trailing dividends and the latest price.
Is LRCX or STX more profitable?
LRCX runs the higher net margin — LRCX at 31.27% versus STX at 26.11%.

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.