LRCX vs. STM: Lam Research vs. STMicroelectronics Stock Comparison

November 11, 2026

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

Lam Research (LRCX) trades as ordinary local shares, while STMicroelectronics (STM) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for Lam Research (LRCX) and STMicroelectronics (STM)
Profile Item	LRCX	STM
Name	Lam Research Corp.	STMicroelectronics N.V.
Country/Region	United States	Switzerland
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	37.30 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	May 4, 1984	December 8, 1994
Security Type	Common Stock	ADR

Price Performance

Cumulative Growth

LRCX

STM

GSPC

Lam Research (LRCX) vs. STMicroelectronics (STM), 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 Lam Research (LRCX) and STMicroelectronics (STM). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Lam Research (LRCX) and STMicroelectronics (STM)
Metric	LRCX	STM
Total Return (1Y)	36.98%	90.64%
Total Return (3Y, Annualized)	50.75%	4.24%
Total Return (5Y, Annualized)	29.74%	-1.95%

Risk Profile

Drawdown History

LRCX

STM

GSPC

Lam Research (LRCX) vs. STMicroelectronics (STM), 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 Lam Research (LRCX) and STMicroelectronics (STM). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Lam Research (LRCX) and STMicroelectronics (STM)
Metric	LRCX	STM
Volatility (1Y, Annualized)	68.85%	62.24%
Beta (5Y)	2.02	2.00
Max Drawdown (5Y)	-57.22%	-66.66%
Avg. Volume (3M)	9.82M	9.18M

Risk-Adjusted Performance

Risk-Return Positioning

LRCX and STM 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 Lam Research (LRCX) and STMicroelectronics (STM)
Metric	LRCX	STM
Sharpe Ratio (1Y)	0.47	1.39
Sortino Ratio (1Y)	0.69	2.07

Profitability

ROE (TTM)

Lam Research (LRCX) at 70.12% clears its industry range for ROE, a sharper capital-efficiency signal than STMicroelectronics (STM) at 2.95%, which is closer to a typical peer reading.

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%

STM

Semiconductors & Semiconductor Equipment industry group

2.95%

Max: 52.82%
Q3: 22.26%
Median: 10.58%
STM: 2.95%
Q1: 1.29%
Min: -16.89%

Lam Research (LRCX) vs. STMicroelectronics (STM): 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 STMicroelectronics (STM) at 3.80%, 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%

STM

Semiconductors & Semiconductor Equipment industry group

3.80%

Max: 63.80%
Q3: 28.36%
Median: 11.44%
STM: 3.80%
Q1: 0.90%
Min: -37.77%

Lam Research (LRCX) vs. STMicroelectronics (STM): 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 STMicroelectronics (STM) at 11.10%, 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%

STM

Semiconductors & Semiconductor Equipment industry group

11.10%

Max: 58.66%
Q3: 30.23%
Median: 15.91%
STM: 11.10%
Q1: 7.54%
Min: -25.74%

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

Profitability Metrics

Profitability metrics for Lam Research (LRCX) and STMicroelectronics (STM)
Metric	LRCX	STM
ROE (TTM)	70.12%	2.95%
ROA (TTM)	25.01%	2.63%
Net Margin (TTM)	32.34%	3.80%
Operating Margin (TTM)	39.95%	11.10%
Gross Margin (TTM)	51.05%	35.53%

Growth

Revenue Growth

Lam Research (LRCX) at 26.02% sits in the top revenue growth quartile, while STMicroelectronics (STM) at -11.07% is in the bottom quartile, showing a clear gap in revenue momentum.

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

EPS Growth

Lam Research (LRCX) at 38.80% is around its peer norm for EPS growth, while STMicroelectronics (STM) at -89.16% drops into the bottom quartile, signaling weaker earnings momentum.

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

Growth Metrics

Growth metrics for Lam Research (LRCX) and STMicroelectronics (STM)
Metric	LRCX	STM
Revenue Growth (YoY)	26.02%	-11.07%
Revenue Growth (3Y CAGR)	10.06%	-9.89%
EPS Growth (YoY)	38.80%	-89.16%
EPS Growth (3Y CAGR)	20.15%	-66.39%

Financial Strength

Current Ratio (MRQ)

Both Lam Research (LRCX) at 2.48 and STMicroelectronics (STM) at 3.13 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

STM

Semiconductors & Semiconductor Equipment industry group

3.13

Max: 10.33
Q3: 5.62
Median: 3.33
STM: 3.13
Q1: 2.35
Min: 1.03

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

Debt / Equity (MRQ)

Both Lam Research (LRCX) at 0.27 and STMicroelectronics (STM) at 0.19 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

STM

Semiconductors & Semiconductor Equipment industry group

0.19

Max: 1.46
Q3: 0.65
Median: 0.27
STM: 0.19
Q1: 0.04
Min: 0.00

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

Financial Strength Metrics

Financial strength metrics for Lam Research (LRCX) and STMicroelectronics (STM)
Metric	LRCX	STM
Current Ratio (MRQ)	2.48	3.13
Debt / Equity (MRQ)	0.27	0.19
Net Debt / EBITDA	-0.37	-0.63

Dividends

Dividend Yield (TTM)

STMicroelectronics (STM) at 0.90% delivers top-quartile income for its industry, while Lam Research (LRCX) at 0.60% pays a more typical yield — both are credible income propositions, STM the richer one.

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%

STM

Semiconductors & Semiconductor Equipment industry group

0.90%

Max: 1.37%
STM: 0.90%
Q3: 0.65%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Lam Research (LRCX) vs. STMicroelectronics (STM): 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 STMicroelectronics (STM) at 63.16% pays out more than any of its peers — the most stretched cover in its group.

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%

STM

Semiconductors & Semiconductor Equipment industry group

63.16%

STM: 63.16%
Max: 49.64%
Q3: 21.71%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

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

Dividend Metrics

Dividend metrics for Lam Research (LRCX) and STMicroelectronics (STM)
Metric	LRCX	STM
Dividend Yield (TTM)	0.60%	0.90%
Dividend Payout Ratio (TTM)	16.54%	63.16%

Valuation

P/E Ratio (TTM)

Lam Research (LRCX) at 29.87 is near its industry’s usual P/E ratio, while STMicroelectronics (STM) at 73.19 sits in the richer quartile — STM needs stronger growth or earnings quality to justify the premium.

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

STM

Semiconductors & Semiconductor Equipment industry group

73.19

Max: 110.34
STM: 73.19
Q3: 66.81
Median: 37.02
Q1: 23.96
Min: 8.12

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

P/S Ratio (TTM)

STMicroelectronics (STM) at 2.73 sits in the cheaper P/S ratio quartile while Lam Research (LRCX) at 9.60 prices around its industry’s middle — STM costs less per dollar of sales, though read it alongside growth and margins.

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

STM

Semiconductors & Semiconductor Equipment industry group

2.73

Max: 21.42
Q3: 12.27
Median: 5.76
Q1: 2.73
STM: 2.73
Min: 0.00

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

P/B Ratio (MRQ)

STMicroelectronics (STM) at 2.09 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.

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

STM

Semiconductors & Semiconductor Equipment industry group

2.09

Max: 14.06
Q3: 7.44
Median: 4.29
Q1: 2.30
STM: 2.09
Min: 0.20

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

Valuation Metrics

Valuation metrics for Lam Research (LRCX) and STMicroelectronics (STM)
Metric	LRCX	STM
P/E Ratio (TTM)	29.87	73.19
P/S Ratio (TTM)	9.60	2.73
P/B Ratio (MRQ)	18.00	2.09
Free Cash Flow Yield (TTM)	1.81%	0.29%