Lam Research Corporation (LRCX) vs Target Corporation (TGT)
A side-by-side comparison of Lam Research Corporation and Target Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 28, 2026. Differences are shown without an overall score or investment verdict.
Different business models: LRCX is classified in Technology; TGT is classified in Consumer Defensive. Margin, capital intensity, and valuation differences should be interpreted in that sector context.
LRCX
Lam Research Corporation
$269.61TechnologyDelayed quote: Jul 28, 2026, 4:00 PM EDT
TGT
Target Corporation
$144.18Consumer DefensiveDelayed quote: Jul 28, 2026, 4:00 PM EDT
Total return — LRCX vs TGT
growth of $100 · dividends reinvested · last 30yLRCX +45665.6%TGT +3345.1%LRCX compounded faster
Log scale — wide-divergence pair
LRCX TGT
LRCX vs TGT: by the numbers
- •LRCX is the larger company ($337.17B vs $65.49B market cap).
- •TGT trades at the lower trailing earnings multiple (18.54 vs 55.02 P/E), one valuation lens rather than an overall verdict.
- •LRCX converts more revenue to profit (30.94% vs 3.24% net margin).
- •LRCX grew revenue faster over the past five years (10.31% vs -0.29% CAGR).
- •TGT pays the higher dividend yield (3.25% vs 0.36%).
Metrics side by side
Valuation
| Metric | LRCX | TGT |
|---|---|---|
| P/E ratio | 55.02 | 18.54 |
| Forward P/E | 51.20 | 19.22 |
| P/S ratio | 16.91 | 0.60 |
| P/B ratio | 34.64 | 3.90 |
| PEG ratio | 0.54 | N/A |
| EV / EBITDA | 46.59 | 9.98 |
| FCF yield | 1.76% | 4.89% |
Profitability
| Metric | LRCX | TGT |
|---|---|---|
| Gross margin | 49.98% | 28.14% |
| Operating margin | 34.26% | 4.49% |
| Net margin | 30.94% | 3.24% |
| ROE | 63.38% | 21.04% |
| ROIC | 34.00% | 9.76% |
Dividends
| Metric | LRCX | TGT |
|---|---|---|
| Dividend yield | 0.36% | 3.25% |
| Payout ratio | 24.94% | 55.88% |
Growth (annualized)
| Metric | LRCX | TGT |
|---|---|---|
| Revenue CAGR (5Y) | 10.31% | -0.29% |
| EPS CAGR (5Y) | 21.72% | -1.34% |
| FCF CAGR (5Y) | 19.28% | -17.01% |
| Total return CAGR (5Y) | 37.60% | -8.75% |
Frequently asked
- Which has the lower trailing P/E, LRCX or TGT?
- TGT has the lower trailing P/E: LRCX trades at 55.02 and TGT at 18.54. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, LRCX or TGT?
- Over the past five years, LRCX grew revenue faster — LRCX at a 10.31% CAGR versus TGT at -0.29%.
- Does LRCX or TGT pay a bigger dividend?
- LRCX yields 0.36% and TGT yields 3.25% based on trailing dividends and the latest price.
- Is LRCX or TGT more profitable?
- LRCX runs the higher net margin — LRCX at 30.94% versus TGT at 3.24%.
- How have LRCX and TGT total returns compared?
- Over the past 10 years, LRCX delivered 43.20% and TGT delivered 9.69% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Lam Research P/E ratioTarget P/E ratioLam Research dividend yieldTarget dividend yieldLam Research ROETarget ROELam Research operating marginTarget operating marginLam Research revenue growthTarget revenue growthLam Research free cash flowTarget free cash flow
Lam Research & Target 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 28, 2026.