LRCX vs TER
Lam Research and Teradyne, both Technology
Lam Research is the larger company at $487B against $69B. On trailing earnings TER is the cheaper of the two at a P/E of 49.9 against 54.6, a gap that is only a bargain if the two are growing at similar rates. Over the past year TER returned +247% against +230% for LRCX. Ryufin's sector-relative Smart Score puts LRCX ahead, 9/10 against 8/10.
| Figure | LRCX | TER |
|---|---|---|
| Last close | $315 | $363 |
| Market cap | $487B | $69B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 54.6 | 49.9 |
| Dividend yield | 0.3% | 0.1% |
| 1-year return | +230% | +247% |
| 5-year return | +420% | +192% |
| Ryufin Smart Scoresector-relative, 1–10 | 9/10 | 8/10 |
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.
Lam Research
Revenue of $6.7B in Q4 2026, net income $2.3B. Its largest reported line is CN, 34% of the disclosed total.
Teradyne
Revenue of $1.3B in Q2 2026, net income $375M. Its largest reported line is Semiconductor Test, 80% of the disclosed total.
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