LRCX vs. SITM: Lam Research vs. SiTime Stock Comparison
How do Lam Research (LRCX) and SiTime (SITM) 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 SiTime (SITM) both belong to the Semiconductors & Semiconductor Equipment industry, though LRCX is classified under Semiconductor Materials & Equipment while SITM falls under Semiconductors.
Lam Research (LRCX) has more than two decades of public-market history since May 4, 1984, whereas SiTime (SITM) listed on November 20, 2019 and has a much shorter record to draw on.
| Profile Item | LRCX | SITM |
|---|---|---|
| Name | Lam Research Corp. | SiTime Corporation |
| 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 | Semiconductor Materials & Equipment | Semiconductors |
| Market Capitalization | 250.84 billion USD | 12.59 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | May 4, 1984 | November 20, 2019 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | LRCX | SITM |
|---|---|---|
| Total Return (1Y) | 36.98% | 40.83% |
| Total Return (3Y, Annualized) | 50.75% | 62.79% |
| Total Return (5Y, Annualized) | 29.74% | 13.55% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | LRCX | SITM |
|---|---|---|
| Volatility (1Y, Annualized) | 68.85% | 88.57% |
| Beta (5Y) | 2.02 | 2.87 |
| Max Drawdown (5Y) | -57.22% | -78.12% |
| Avg. Volume (3M) | 9.82M | 535.52K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | LRCX | SITM |
|---|---|---|
| Sharpe Ratio (1Y) | 0.47 | 0.41 |
| Sortino Ratio (1Y) | 0.69 | 0.66 |
Profitability
ROE (TTM)
Lam Research (LRCX) at 70.12% delivers above-range ROE, while SiTime (SITM) at 1.15% falls into the bottom quartile — a wide split in profit generated from equity.
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%
SITM
Semiconductors & Semiconductor Equipment industry group
1.15%
- Max
- 52.82%
- Q3
- 22.26%
- Median
- 10.58%
- Q1
- 1.29%
- SITM
- 1.15%
- Min
- -16.89%
Net Margin (TTM)
Lam Research (LRCX) at 32.34% retains a top-quartile share of revenue as profit, ahead of SiTime (SITM) at 3.87%, 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%
SITM
Semiconductors & Semiconductor Equipment industry group
3.87%
- Max
- 63.80%
- Q3
- 28.36%
- Median
- 11.44%
- SITM
- 3.87%
- Q1
- 0.90%
- Min
- -37.77%
Operating Margin (TTM)
Lam Research (LRCX) at 39.95% operates in the top operating margin quartile, ahead of SiTime (SITM) at 9.92%, which runs around its industry’s norm.
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%
SITM
Semiconductors & Semiconductor Equipment industry group
9.92%
- Max
- 58.66%
- Q3
- 30.23%
- Median
- 15.91%
- SITM
- 9.92%
- Q1
- 7.54%
- Min
- -25.74%
Profitability Metrics
| Metric | LRCX | SITM |
|---|---|---|
| ROE (TTM) | 70.12% | 1.15% |
| ROA (TTM) | 25.01% | 0.89% |
| Net Margin (TTM) | 32.34% | 3.87% |
| Operating Margin (TTM) | 39.95% | 9.92% |
| Gross Margin (TTM) | 51.05% | 56.24% |
Growth
Revenue Growth
Both Lam Research (LRCX) at 26.02% and SiTime (SITM) at 61.16% sit in the top peer quartile for revenue growth, so each is growing its top line faster than typical industry peers.
EPS Growth
Only one side can be read here: Lam Research (LRCX) reports EPS growth of 38.80%, ranked against its industry; SiTime (SITM) has no EPS growth figure this period.
Growth Metrics
| Metric | LRCX | SITM |
|---|---|---|
| Revenue Growth (YoY) | 26.02% | 61.16% |
| Revenue Growth (3Y CAGR) | 10.06% | 4.82% |
| EPS Growth (YoY) | 38.80% | -- |
| EPS Growth (3Y CAGR) | 20.15% | -- |
Financial Strength
Current Ratio (MRQ)
Both Lam Research (LRCX) at 2.48 and SiTime (SITM) at 5.56 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
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
SITM
Semiconductors & Semiconductor Equipment industry group
5.56
- Max
- 10.33
- Q3
- 5.62
- SITM
- 5.56
- Median
- 3.33
- Q1
- 2.35
- Min
- 1.03
Debt / Equity (MRQ)
Both Lam Research (LRCX) at 0.27 and SiTime (SITM) at 0.38 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
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
SITM
Semiconductors & Semiconductor Equipment industry group
0.38
- Max
- 1.46
- Q3
- 0.65
- SITM
- 0.38
- Median
- 0.27
- Q1
- 0.04
- Min
- 0.00
Financial Strength Metrics
| Metric | LRCX | SITM |
|---|---|---|
| Current Ratio (MRQ) | 2.48 | 5.56 |
| Debt / Equity (MRQ) | 0.27 | 0.38 |
| Net Debt / EBITDA | -0.37 | 6.66 |
Dividends
Dividend Yield (TTM)
SiTime (SITM) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Lam Research (LRCX) reports a yield of 0.60%, ranking against industry peers normally.
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%
SITM
Semiconductors & Semiconductor Equipment industry group
0.00%
- Max
- 1.37%
- Q3
- 0.65%
- SITM
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
SiTime (SITM) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Lam Research (LRCX) reports a payout of 16.54%, ranking against industry peers normally.
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%
SITM
Semiconductors & Semiconductor Equipment industry group
0.00%
- Max
- 49.64%
- Q3
- 21.71%
- SITM
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | LRCX | SITM |
|---|---|---|
| Dividend Yield (TTM) | 0.60% | 0.00% |
| Dividend Payout Ratio (TTM) | 16.54% | 0.00% |
Valuation
P/E Ratio (TTM)
Lam Research (LRCX) at 29.87 is near its industry’s usual P/E ratio, while SiTime (SITM) at 416.92 sits above its peer range — an unusually expensive price for SITM’s trailing earnings.
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
SITM
Semiconductors & Semiconductor Equipment industry group
416.92
- SITM
- 416.92
- Max
- 110.34
- Q3
- 66.81
- Median
- 37.02
- Q1
- 23.96
- Min
- 8.12
P/S Ratio (TTM)
Lam Research (LRCX) at 9.60 is priced about in line with its industry on P/S ratio, while SiTime (SITM) at 18.44 sits in the pricier quartile — SITM costs more per dollar of sales.
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
SITM
Semiconductors & Semiconductor Equipment industry group
18.44
- Max
- 21.42
- SITM
- 18.44
- Q3
- 12.27
- Median
- 5.76
- Q1
- 2.73
- Min
- 0.00
P/B Ratio (MRQ)
SiTime (SITM) at 3.61 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
SITM
Semiconductors & Semiconductor Equipment industry group
3.61
- Max
- 14.06
- Q3
- 7.44
- Median
- 4.29
- SITM
- 3.61
- Q1
- 2.30
- Min
- 0.20
Valuation Metrics
| Metric | LRCX | SITM |
|---|---|---|
| P/E Ratio (TTM) | 29.87 | 416.92 |
| P/S Ratio (TTM) | 9.60 | 18.44 |
| P/B Ratio (MRQ) | 18.00 | 3.61 |
| Free Cash Flow Yield (TTM) | 1.81% | -0.05% |