GFS vs. LRCX: GLOBALFOUNDRIES vs. Lam Research Stock Comparison

November 11, 2026

How do GLOBALFOUNDRIES (GFS) and Lam Research (LRCX) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

GLOBALFOUNDRIES (GFS) and Lam Research (LRCX) both belong to the Semiconductors & Semiconductor Equipment industry, though GFS is classified under Semiconductors while LRCX falls under Semiconductor Materials & Equipment.

Lam Research (LRCX) has more than two decades of public-market history since May 4, 1984, whereas GLOBALFOUNDRIES (GFS) listed on October 28, 2021 and has a much shorter record to draw on.

Company profile comparison for GLOBALFOUNDRIES (GFS) and Lam Research (LRCX)
Profile Item	GFS	LRCX
Name	GlobalFoundries Inc.	Lam Research Corp.
Country/Region	United States	United States
GICS Sector	Information Technology	Information Technology
GICS Industry Group	Semiconductors & Semiconductor Equipment	Semiconductors & Semiconductor Equipment
GICS Industry	Semiconductors & Semiconductor Equipment	Semiconductors & Semiconductor Equipment
GICS Sub-Industry	Semiconductors	Semiconductor Materials & Equipment
Market Capitalization	21.53 billion USD	250.84 billion USD
Currency	USD	USD
Exchange	Nasdaq	Nasdaq
Listing Date	October 28, 2021	May 4, 1984
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

GFS

LRCX

GSPC

GLOBALFOUNDRIES (GFS) vs. Lam Research (LRCX), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for GLOBALFOUNDRIES (GFS) and Lam Research (LRCX). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for GLOBALFOUNDRIES (GFS) and Lam Research (LRCX). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for GLOBALFOUNDRIES (GFS) and Lam Research (LRCX)
Metric	GFS	LRCX
Total Return (1Y)	19.69%	36.98%
Total Return (3Y, Annualized)	-7.06%	50.75%
Total Return (5Y, Annualized)	-7.38%	29.74%

Risk Profile

Drawdown History

GFS

LRCX

GSPC

GLOBALFOUNDRIES (GFS) vs. Lam Research (LRCX), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for GLOBALFOUNDRIES (GFS) and Lam Research (LRCX). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for GLOBALFOUNDRIES (GFS) and Lam Research (LRCX)
Metric	GFS	LRCX
Volatility (1Y, Annualized)	62.43%	68.85%
Beta (5Y)	1.84	2.02
Max Drawdown (5Y)	-61.53%	-57.22%
Avg. Volume (3M)	4.75M	9.82M

Risk-Adjusted Performance

Risk-Return Positioning

GFS and LRCX are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for GLOBALFOUNDRIES (GFS) and Lam Research (LRCX)
Metric	GFS	LRCX
Sharpe Ratio (1Y)	0.25	0.47
Sortino Ratio (1Y)	0.37	0.69

Profitability

ROE (TTM)

Lam Research (LRCX) at 70.12% clears its industry range for ROE, a sharper capital-efficiency signal than GLOBALFOUNDRIES (GFS) at 1.69%, which is closer to a typical peer reading.

GFS

Semiconductors & Semiconductor Equipment industry group

1.69%

Max: 52.82%
Q3: 22.26%
Median: 10.58%
GFS: 1.69%
Q1: 1.29%
Min: -16.89%

LRCX

Semiconductors & Semiconductor Equipment industry group

70.12%

LRCX: 70.12%
Max: 52.82%
Q3: 22.26%
Median: 10.58%
Q1: 1.29%
Min: -16.89%

GLOBALFOUNDRIES (GFS) vs. Lam Research (LRCX): A comparison of their ROE against the Semiconductors & Semiconductor Equipment industry group benchmark.

Net Margin (TTM)

Lam Research (LRCX) at 32.34% retains a top-quartile share of revenue as profit, ahead of GLOBALFOUNDRIES (GFS) at 2.76%, which keeps about the industry-typical share.

GFS

Semiconductors & Semiconductor Equipment industry group

2.76%

Max: 63.80%
Q3: 28.36%
Median: 11.44%
GFS: 2.76%
Q1: 0.90%
Min: -37.77%

LRCX

Semiconductors & Semiconductor Equipment industry group

32.34%

Max: 63.80%
LRCX: 32.34%
Q3: 28.36%
Median: 11.44%
Q1: 0.90%
Min: -37.77%

GLOBALFOUNDRIES (GFS) vs. Lam Research (LRCX): A comparison of their net margin against the Semiconductors & Semiconductor Equipment industry group benchmark.

Operating Margin (TTM)

Lam Research (LRCX) at 39.95% operates in the top operating margin quartile, ahead of GLOBALFOUNDRIES (GFS) at 12.11%, which runs around its industry’s norm.

GFS

Semiconductors & Semiconductor Equipment industry group

12.11%

Max: 58.66%
Q3: 30.23%
Median: 15.91%
GFS: 12.11%
Q1: 7.54%
Min: -25.74%

LRCX

Semiconductors & Semiconductor Equipment industry group

39.95%

Max: 58.66%
LRCX: 39.95%
Q3: 30.23%
Median: 15.91%
Q1: 7.54%
Min: -25.74%

GLOBALFOUNDRIES (GFS) vs. Lam Research (LRCX): A comparison of their operating margin against the Semiconductors & Semiconductor Equipment industry group benchmark.

Profitability Metrics

Profitability metrics for GLOBALFOUNDRIES (GFS) and Lam Research (LRCX)
Metric	GFS	LRCX
ROE (TTM)	1.69%	70.12%
ROA (TTM)	3.11%	25.01%
Net Margin (TTM)	2.76%	32.34%
Operating Margin (TTM)	12.11%	39.95%
Gross Margin (TTM)	28.47%	51.05%

Growth

Revenue Growth

Lam Research (LRCX) at 26.02% sits in the top revenue growth quartile, while GLOBALFOUNDRIES (GFS) at 0.61% is closer to the peer norm — faster top-line expansion for LRCX.

GLOBALFOUNDRIES (GFS) vs. Lam Research (LRCX): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Lam Research (LRCX) reports EPS growth of 38.80%, ranked against its industry; GLOBALFOUNDRIES (GFS) has no EPS growth figure this period.

GLOBALFOUNDRIES (GFS) vs. Lam Research (LRCX): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for GLOBALFOUNDRIES (GFS) and Lam Research (LRCX)
Metric	GFS	LRCX
Revenue Growth (YoY)	0.61%	26.02%
Revenue Growth (3Y CAGR)	-5.74%	10.06%
EPS Growth (YoY)	--	38.80%
EPS Growth (3Y CAGR)	-15.34%	20.15%

Financial Strength

Current Ratio (MRQ)

Both GLOBALFOUNDRIES (GFS) at 2.58 and Lam Research (LRCX) at 2.48 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

GFS

Semiconductors & Semiconductor Equipment industry group

2.58

Max: 10.33
Q3: 5.62
Median: 3.33
GFS: 2.58
Q1: 2.35
Min: 1.03

LRCX

Semiconductors & Semiconductor Equipment industry group

2.48

Max: 10.33
Q3: 5.62
Median: 3.33
LRCX: 2.48
Q1: 2.35
Min: 1.03

GLOBALFOUNDRIES (GFS) vs. Lam Research (LRCX): A comparison of their current ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Debt / Equity (MRQ)

Both GLOBALFOUNDRIES (GFS) at 0.14 and Lam Research (LRCX) at 0.27 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

GFS

Semiconductors & Semiconductor Equipment industry group

0.14

Max: 1.46
Q3: 0.65
Median: 0.27
GFS: 0.14
Q1: 0.04
Min: 0.00

LRCX

Semiconductors & Semiconductor Equipment industry group

0.27

Max: 1.46
Q3: 0.65
LRCX: 0.27
Median: 0.27
Q1: 0.04
Min: 0.00

GLOBALFOUNDRIES (GFS) vs. Lam Research (LRCX): A comparison of their debt-to-equity ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Financial Strength Metrics

Financial strength metrics for GLOBALFOUNDRIES (GFS) and Lam Research (LRCX)
Metric	GFS	LRCX
Current Ratio (MRQ)	2.58	2.48
Debt / Equity (MRQ)	0.14	0.27
Net Debt / EBITDA	-0.27	-0.37

Dividends

Dividend Yield (TTM)

GLOBALFOUNDRIES (GFS) at 0.66% delivers top-quartile income for its industry, while Lam Research (LRCX) at 0.60% pays a more typical yield — both are credible income propositions, GFS the richer one.

GFS

Semiconductors & Semiconductor Equipment industry group

0.66%

Max: 1.37%
GFS: 0.66%
Q3: 0.65%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

LRCX

Semiconductors & Semiconductor Equipment industry group

0.60%

Max: 1.37%
Q3: 0.65%
LRCX: 0.60%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

GLOBALFOUNDRIES (GFS) vs. Lam Research (LRCX): A comparison of their dividend yield against the Semiconductors & Semiconductor Equipment industry group benchmark.

Dividend Payout Ratio (TTM)

Lam Research (LRCX) at 16.54% keeps its payout in the industry’s typical band, while GLOBALFOUNDRIES (GFS) at 68.57% pays out more than any of its peers — the most stretched cover in its group.

GFS

Semiconductors & Semiconductor Equipment industry group

68.57%

GFS: 68.57%
Max: 49.64%
Q3: 21.71%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

LRCX

Semiconductors & Semiconductor Equipment industry group

16.54%

Max: 49.64%
Q3: 21.71%
LRCX: 16.54%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

GLOBALFOUNDRIES (GFS) vs. Lam Research (LRCX): A comparison of their payout ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Dividend Metrics

Dividend metrics for GLOBALFOUNDRIES (GFS) and Lam Research (LRCX)
Metric	GFS	LRCX
Dividend Yield (TTM)	0.66%	0.60%
Dividend Payout Ratio (TTM)	68.57%	16.54%

Valuation

P/E Ratio (TTM)

Lam Research (LRCX) at 29.87 is near its industry’s usual P/E ratio, while GLOBALFOUNDRIES (GFS) at 110.34 sits in the richer quartile — GFS needs stronger growth or earnings quality to justify the premium.

GFS

Semiconductors & Semiconductor Equipment industry group

110.34

GFS: 110.34
Max: 110.34
Q3: 66.81
Median: 37.02
Q1: 23.96
Min: 8.12

LRCX

Semiconductors & Semiconductor Equipment industry group

29.87

Max: 110.34
Q3: 66.81
Median: 37.02
LRCX: 29.87
Q1: 23.96
Min: 8.12

GLOBALFOUNDRIES (GFS) vs. Lam Research (LRCX): A comparison of their P/E ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both GLOBALFOUNDRIES (GFS) at 3.01 and Lam Research (LRCX) at 9.60 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

GFS

Semiconductors & Semiconductor Equipment industry group

3.01

Max: 21.42
Q3: 12.27
Median: 5.76
GFS: 3.01
Q1: 2.73
Min: 0.00

LRCX

Semiconductors & Semiconductor Equipment industry group

9.60

Max: 21.42
Q3: 12.27
LRCX: 9.60
Median: 5.76
Q1: 2.73
Min: 0.00

GLOBALFOUNDRIES (GFS) vs. Lam Research (LRCX): A comparison of their P/S ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

P/B Ratio (MRQ)

GLOBALFOUNDRIES (GFS) at 1.80 sits in the lower P/B ratio quartile relative to book while Lam Research (LRCX) at 18.00 prices above its industry range — a wide valuation gap against assets.

GFS

Semiconductors & Semiconductor Equipment industry group

1.80

Max: 14.06
Q3: 7.44
Median: 4.29
Q1: 2.30
GFS: 1.80
Min: 0.20

LRCX

Semiconductors & Semiconductor Equipment industry group

18.00

LRCX: 18.00
Max: 14.06
Q3: 7.44
Median: 4.29
Q1: 2.30
Min: 0.20

GLOBALFOUNDRIES (GFS) vs. Lam Research (LRCX): A comparison of their P/B ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Valuation Metrics

Valuation metrics for GLOBALFOUNDRIES (GFS) and Lam Research (LRCX)
Metric	GFS	LRCX
P/E Ratio (TTM)	110.34	29.87
P/S Ratio (TTM)	3.01	9.60
P/B Ratio (MRQ)	1.80	18.00
Free Cash Flow Yield (TTM)	2.04%	1.81%