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LRCX vs. SWKS: Lam Research vs. Skyworks Stock Comparison

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

Company profile comparison for Lam Research (LRCX) and Skyworks (SWKS)
Profile ItemLRCXSWKS
NameLam Research Corp.Skyworks Solutions, Inc.
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSemiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment
GICS IndustrySemiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment
GICS Sub-IndustrySemiconductor Materials & EquipmentSemiconductors
Market Capitalization250.84 billion USD19.33 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateMay 4, 1984September 7, 1984
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

LRCX
SWKS
GSPC
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Lam Research (LRCX) vs. Skyworks (SWKS), 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 Skyworks (SWKS). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Lam Research (LRCX) and Skyworks (SWKS)
MetricLRCXSWKS
Total Return (1Y)36.98%23.99%
Total Return (3Y, Annualized)50.75%2.11%
Total Return (5Y, Annualized)29.74%-10.13%

Risk Profile

Drawdown History

LRCX
SWKS
GSPC
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Lam Research (LRCX) vs. Skyworks (SWKS), 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 Skyworks (SWKS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Lam Research (LRCX) and Skyworks (SWKS)
MetricLRCXSWKS
Volatility (1Y, Annualized)68.85%50.40%
Beta (5Y)2.021.50
Max Drawdown (5Y)-57.22%-67.29%
Avg. Volume (3M)9.82M6.45M

Risk-Adjusted Performance

Risk-Return Positioning

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LRCX and SWKS 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 Skyworks (SWKS)
MetricLRCXSWKS
Sharpe Ratio (1Y)0.470.39
Sortino Ratio (1Y)0.690.59

Profitability

ROE (TTM)

Lam Research (LRCX) at 70.12% clears its industry range for ROE, a sharper capital-efficiency signal than Skyworks (SWKS) at 3.00%, 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%

SWKS

Semiconductors & Semiconductor Equipment industry group

3.00%

Max
52.82%
Q3
22.26%
Median
10.58%
SWKS
3.00%
Q1
1.29%
Min
-16.89%
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Lam Research (LRCX) vs. Skyworks (SWKS): 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 Skyworks (SWKS) at 4.35%, 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%

SWKS

Semiconductors & Semiconductor Equipment industry group

4.35%

Max
63.80%
Q3
28.36%
Median
11.44%
SWKS
4.35%
Q1
0.90%
Min
-37.77%
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Lam Research (LRCX) vs. Skyworks (SWKS): 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 Skyworks (SWKS) at 9.98%, 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%

SWKS

Semiconductors & Semiconductor Equipment industry group

9.98%

Max
58.66%
Q3
30.23%
Median
15.91%
SWKS
9.98%
Q1
7.54%
Min
-25.74%
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Lam Research (LRCX) vs. Skyworks (SWKS): A comparison of their operating margin against the Semiconductors & Semiconductor Equipment industry group benchmark.

Profitability Metrics

Profitability metrics for Lam Research (LRCX) and Skyworks (SWKS)
MetricLRCXSWKS
ROE (TTM)70.12%3.00%
ROA (TTM)25.01%2.57%
Net Margin (TTM)32.34%4.35%
Operating Margin (TTM)39.95%9.98%
Gross Margin (TTM)51.05%40.78%

Growth

Revenue Growth

Only one side can be read here: Lam Research (LRCX) reports revenue growth of 26.02%, ranked against its industry; Skyworks (SWKS) has no revenue growth figure this period.

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Lam Research (LRCX) vs. Skyworks (SWKS): 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 Skyworks (SWKS) at -62.99% drops into the bottom quartile, signaling weaker earnings momentum.

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

Growth Metrics

Growth metrics for Lam Research (LRCX) and Skyworks (SWKS)
MetricLRCXSWKS
Revenue Growth (YoY)26.02%--
Revenue Growth (3Y CAGR)10.06%--
EPS Growth (YoY)38.80%-62.99%
EPS Growth (3Y CAGR)20.15%-42.92%

Financial Strength

Current Ratio (MRQ)

Both Lam Research (LRCX) at 2.48 and Skyworks (SWKS) at 3.34 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

SWKS

Semiconductors & Semiconductor Equipment industry group

3.34

Max
10.33
Q3
5.62
SWKS
3.34
Median
3.33
Q1
2.35
Min
1.03
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Lam Research (LRCX) vs. Skyworks (SWKS): 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 Skyworks (SWKS) at 0.43 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

SWKS

Semiconductors & Semiconductor Equipment industry group

0.43

Max
1.46
Q3
0.65
SWKS
0.43
Median
0.27
Q1
0.04
Min
0.00
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Lam Research (LRCX) vs. Skyworks (SWKS): 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 Skyworks (SWKS)
MetricLRCXSWKS
Current Ratio (MRQ)2.483.34
Debt / Equity (MRQ)0.270.43
Net Debt / EBITDA-0.37-0.16

Dividends

Dividend Yield (TTM)

Lam Research (LRCX) at 0.60% pays an industry-typical yield; Skyworks (SWKS) at 2.62% 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%

SWKS

Semiconductors & Semiconductor Equipment industry group

2.62%

SWKS
2.62%
Max
1.37%
Q3
0.65%
Median
0.00%
Q1
0.00%
Min
0.00%
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Lam Research (LRCX) vs. Skyworks (SWKS): A comparison of their dividend yield against the Semiconductors & Semiconductor Equipment industry group benchmark.

Dividend Payout Ratio (TTM)

Skyworks (SWKS) reports payout ratio above 100% at 147.15%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Lam Research (LRCX) reports 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%

SWKS

Semiconductors & Semiconductor Equipment industry group

147.15%

SWKS
147.15%
Max
49.64%
Q3
21.71%
Median
0.00%
Q1
0.00%
Min
0.00%
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Lam Research (LRCX) vs. Skyworks (SWKS): A comparison of their payout ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Dividend Metrics

Dividend metrics for Lam Research (LRCX) and Skyworks (SWKS)
MetricLRCXSWKS
Dividend Yield (TTM)0.60%2.62%
Dividend Payout Ratio (TTM)16.54%147.15%

Valuation

P/E Ratio (TTM)

Lam Research (LRCX) at 29.87 is near its industry’s usual P/E ratio, while Skyworks (SWKS) at 72.10 sits in the richer quartile — SWKS 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

SWKS

Semiconductors & Semiconductor Equipment industry group

72.10

Max
110.34
SWKS
72.10
Q3
66.81
Median
37.02
Q1
23.96
Min
8.12
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Lam Research (LRCX) vs. Skyworks (SWKS): A comparison of their P/E ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Lam Research (LRCX) at 9.60 and Skyworks (SWKS) at 4.88 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

SWKS

Semiconductors & Semiconductor Equipment industry group

4.88

Max
21.42
Q3
12.27
Median
5.76
SWKS
4.88
Q1
2.73
Min
0.00
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Lam Research (LRCX) vs. Skyworks (SWKS): A comparison of their P/S ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

P/B Ratio (MRQ)

Skyworks (SWKS) at 2.15 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

SWKS

Semiconductors & Semiconductor Equipment industry group

2.15

Max
14.06
Q3
7.44
Median
4.29
Q1
2.30
SWKS
2.15
Min
0.20
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Lam Research (LRCX) vs. Skyworks (SWKS): A comparison of their P/B ratio against the Semiconductors & Semiconductor Equipment industry group benchmark.

Valuation Metrics

Valuation metrics for Lam Research (LRCX) and Skyworks (SWKS)
MetricLRCXSWKS
P/E Ratio (TTM)29.8772.10
P/S Ratio (TTM)9.604.88
P/B Ratio (MRQ)18.002.15
Free Cash Flow Yield (TTM)1.81%5.84%