LRCX vs. NXPI: Lam Research vs. NXP Semiconductors Stock Comparison
How do Lam Research (LRCX) and NXP Semiconductors (NXPI) 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
Lam Research (LRCX) and NXP Semiconductors (NXPI) both belong to the Semiconductors & Semiconductor Equipment industry, though LRCX is classified under Semiconductor Materials & Equipment while NXPI falls under Semiconductors.
| Profile Item | LRCX | NXPI |
|---|---|---|
| Name | Lam Research Corp. | NXP Semiconductors N.V. |
| Country/Region | United States | Netherlands |
| 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 | Semiconductor Materials & Equipment | Semiconductors |
| Market Capitalization | 250.84 billion USD | 62.58 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | May 4, 1984 | August 6, 2010 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | LRCX | NXPI |
|---|---|---|
| Total Return (1Y) | 36.98% | 29.26% |
| Total Return (3Y, Annualized) | 50.75% | 14.96% |
| Total Return (5Y, Annualized) | 29.74% | 5.20% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | LRCX | NXPI |
|---|---|---|
| Volatility (1Y, Annualized) | 68.85% | 50.18% |
| Beta (5Y) | 2.02 | 1.83 |
| Max Drawdown (5Y) | -57.22% | -46.47% |
| Avg. Volume (3M) | 9.82M | 3.86M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | LRCX | NXPI |
|---|---|---|
| Sharpe Ratio (1Y) | 0.47 | 0.50 |
| Sortino Ratio (1Y) | 0.69 | 0.85 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Lam Research (LRCX) at 70.12% is the standout with ROE above its industry range; NXP Semiconductors (NXPI) at 28.67% also sits in the top quartile.
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%
NXPI
Semiconductors & Semiconductor Equipment industry group
28.67%
- Max
- 52.82%
- NXPI
- 28.67%
- Q3
- 22.26%
- Median
- 10.58%
- Q1
- 1.29%
- Min
- -16.89%
Net Margin (TTM)
Lam Research (LRCX) at 32.34% retains a top-quartile share of revenue as profit, ahead of NXP Semiconductors (NXPI) at 23.40%, which keeps about the industry-typical share.
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%
NXPI
Semiconductors & Semiconductor Equipment industry group
23.40%
- Max
- 63.80%
- Q3
- 28.36%
- NXPI
- 23.40%
- Median
- 11.44%
- Q1
- 0.90%
- Min
- -37.77%
Operating Margin (TTM)
Both Lam Research (LRCX) at 39.95% and NXP Semiconductors (NXPI) at 32.30% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
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%
NXPI
Semiconductors & Semiconductor Equipment industry group
32.30%
- Max
- 58.66%
- NXPI
- 32.30%
- Q3
- 30.23%
- Median
- 15.91%
- Q1
- 7.54%
- Min
- -25.74%
Profitability Metrics
| Metric | LRCX | NXPI |
|---|---|---|
| ROE (TTM) | 70.12% | 28.67% |
| ROA (TTM) | 25.01% | 10.82% |
| Net Margin (TTM) | 32.34% | 23.40% |
| Operating Margin (TTM) | 39.95% | 32.30% |
| Gross Margin (TTM) | 51.05% | 56.46% |
Growth
Revenue Growth
Lam Research (LRCX) at 26.02% sits in the top revenue growth quartile, while NXP Semiconductors (NXPI) at -2.74% is in the bottom quartile, showing a clear gap in revenue momentum.
EPS Growth
Both Lam Research (LRCX) at 38.80% and NXP Semiconductors (NXPI) at -18.29% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | LRCX | NXPI |
|---|---|---|
| Revenue Growth (YoY) | 26.02% | -2.74% |
| Revenue Growth (3Y CAGR) | 10.06% | -2.42% |
| EPS Growth (YoY) | 38.80% | -18.29% |
| EPS Growth (3Y CAGR) | 20.15% | -9.00% |
Financial Strength
Current Ratio (MRQ)
Lam Research (LRCX) at 2.48 keeps current ratio within its industry’s typical mid-range, while NXP Semiconductors (NXPI) at 2.13 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for NXPI.
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
NXPI
Semiconductors & Semiconductor Equipment industry group
2.13
- Max
- 10.33
- Q3
- 5.62
- Median
- 3.33
- Q1
- 2.35
- NXPI
- 2.13
- Min
- 1.03
Debt / Equity (MRQ)
Lam Research (LRCX) at 0.27 carries an industry-typical debt-to-equity mix, while NXP Semiconductors (NXPI) at 0.88 uses more debt funding than most peers.
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
NXPI
Semiconductors & Semiconductor Equipment industry group
0.88
- Max
- 1.46
- NXPI
- 0.88
- Q3
- 0.65
- Median
- 0.27
- Q1
- 0.04
- Min
- 0.00
Financial Strength Metrics
| Metric | LRCX | NXPI |
|---|---|---|
| Current Ratio (MRQ) | 2.48 | 2.13 |
| Debt / Equity (MRQ) | 0.27 | 0.88 |
| Net Debt / EBITDA | -0.37 | 1.31 |
Dividends
Dividend Yield (TTM)
Lam Research (LRCX) at 0.60% pays an industry-typical yield; NXP Semiconductors (NXPI) at 1.66% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.
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%
NXPI
Semiconductors & Semiconductor Equipment industry group
1.66%
- NXPI
- 1.66%
- Max
- 1.37%
- Q3
- 0.65%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Lam Research (LRCX) at 16.54% pays out a band-typical share of earnings, while NXP Semiconductors (NXPI) at 31.91% distributes more than its industry norm — less retained, thinner cover.
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%
NXPI
Semiconductors & Semiconductor Equipment industry group
31.91%
- Max
- 49.64%
- NXPI
- 31.91%
- Q3
- 21.71%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | LRCX | NXPI |
|---|---|---|
| Dividend Yield (TTM) | 0.60% | 1.66% |
| Dividend Payout Ratio (TTM) | 16.54% | 31.91% |
Valuation
P/E Ratio (TTM)
NXP Semiconductors (NXPI) at 19.54 sits in the cheaper P/E ratio quartile, while Lam Research (LRCX) at 29.87 is closer to its industry’s usual earnings multiple — a discount for NXPI, though growth and earnings durability still matter.
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
NXPI
Semiconductors & Semiconductor Equipment industry group
19.54
- Max
- 110.34
- Q3
- 66.81
- Median
- 37.02
- Q1
- 23.96
- NXPI
- 19.54
- Min
- 8.12
P/S Ratio (TTM)
On P/S ratio, both Lam Research (LRCX) at 9.60 and NXP Semiconductors (NXPI) at 4.54 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
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
NXPI
Semiconductors & Semiconductor Equipment industry group
4.54
- Max
- 21.42
- Q3
- 12.27
- Median
- 5.76
- NXPI
- 4.54
- Q1
- 2.73
- Min
- 0.00
P/B Ratio (MRQ)
NXP Semiconductors (NXPI) at 5.18 sits near its industry’s typical P/B ratio, while Lam Research (LRCX) at 18.00 prices above its benchmark range — LRCX looks rich relative to book.
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
NXPI
Semiconductors & Semiconductor Equipment industry group
5.18
- Max
- 14.06
- Q3
- 7.44
- NXPI
- 5.18
- Median
- 4.29
- Q1
- 2.30
- Min
- 0.20
Valuation Metrics
| Metric | LRCX | NXPI |
|---|---|---|
| P/E Ratio (TTM) | 29.87 | 19.54 |
| P/S Ratio (TTM) | 9.60 | 4.54 |
| P/B Ratio (MRQ) | 18.00 | 5.18 |
| Free Cash Flow Yield (TTM) | 1.81% | 6.53% |