LRCX vs Q
Lam Research and Qnity Electronics, both Technology
Lam Research is the larger company at $487B against $35B. On trailing earnings Q is the cheaper of the two at a P/E of 45.4 against 55.4, a gap that is only a bargain if the two are growing at similar rates.
| Figure | LRCX | Q |
|---|---|---|
| Last close | $319 | $127 |
| Market cap | $487B | $35B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 55.4 | 45.4 |
| Dividend yield | 0.3% | 0.1% |
| 1-year return | +154% | n/a |
| 5-year return | +452% | n/a |
| RyuScoresector-relative, 1–10 | 60/100 | n/a |
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.
Lam Research
Revenue of $6.7B in Q4 2026, net income $2.3B. Its largest reported line is Taiwan, 28% of the disclosed total.
Qnity Electronics
Revenue of $1.4B in Q2 2026, net income $136M. Its largest reported line is Asia Pacific, 42% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or see the correlation.