KLAC vs LRCX
KLA Corporation and Lam Research, both Technology
Lam Research is the larger company at $487B against $339B. On trailing earnings KLAC is the cheaper of the two at a P/E of 50.3 against 54.6, a gap that is only a bargain if the two are growing at similar rates. Over the past year LRCX returned +230% against +109% for KLAC.
| Figure | KLAC | LRCX |
|---|---|---|
| Last close | $185 | $315 |
| Market cap | $339B | $487B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 50.3 | 54.6 |
| Dividend yield | 3.7% | 0.3% |
| 1-year return | +109% | +230% |
| 5-year return | +458% | +420% |
| Ryufin Smart Scoresector-relative, 1–10 | 9/10 | 9/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
KLA Corporation
Revenue of $3.7B in Q4 2026, net income $1.4B. Its largest reported line is Wafer Inspection, 51% of the disclosed total.
Lam Research
Revenue of $6.7B in Q4 2026, net income $2.3B. Its largest reported line is CN, 34% of the disclosed total.
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