Bloom Energy (BE) vs Lam Research (LRCX)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Bloom Energy (BE) has outperformed Lam Research (LRCX) over the past year, gaining 238.5% versus a gain of 134.8%. Over five years, BE leads with a +1278.6% price change compared with +483.8% for LRCX. Lam Research is the larger company by market cap ($412.36 billion vs $85.79 billion), about 4.8 times the size, while Bloom Energy is growing revenue faster (+37.3% vs +26.0%).
On valuation, Lam Research trades at a lower forward P/E (28.0x vs 58.9x for Bloom Energy). Lam Research pays a dividend yielding 0.32%, while Bloom Energy does not currently pay one. Lam Research converts more of its revenue into profit, with a net margin of 31.3% versus -4.3%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | BE | LRCX |
|---|---|---|
| Share price | $291.29 | $329.51 |
| Market cap | $85.79B | $412.36B |
| 1-day change | -1.52% | -1.32% |
| YTD return | +235.24% | +92.49% |
| 1-year return | +238.47% | +134.78% |
| 5-year return | +1278.56% | +483.75% |
| P/E ratio (TTM) | 383.28 | 59.26 |
| Forward P/E | 58.94 | 28.01 |
| EPS (TTM) | $0.76 | $5.56 |
| Dividend yield | 0.00% | 0.32% |
| Annual dividend | $0.00 | $1.04 |
| Revenue (latest FY) | $2.02B | $23.23B |
| Revenue growth (YoY) | +37.33% | +26.02% |
| Net income (latest FY) | $-87.14M | $7.27B |
| Gross margin | 29.02% | 50.47% |
| Operating margin | 3.60% | 35.29% |
| Net margin | -4.31% | 31.27% |
| 52-week high | $351.28 | $438.50 |
| 52-week low | $75.70 | $131.02 |
| Distance from 52-week high | -17.08% | -24.86% |
| Analyst consensus | buy | strong_buy |
| Avg. price target upside | -2.58% | +14.00% |
| Average volume | 15.60M | 9.39M |
| Shares outstanding | 294.53M | 1.25B |
| Employees | 2,214 | 23,300 |
| Sector | Energy | Technology |
| Industry | Industrial Machinery/Components | Industrial Machinery/Components |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Lam Research is about 4.8 times larger than Bloom Energy by market value ($412.36B vs $85.79B).
- BE has outperformed LRCX by 103.7 percentage points over the past year.
- Bloom Energy trades at a higher earnings multiple (383.3x vs 59.3x trailing P/E).
- Lam Research is more profitable, keeping 31.3 cents of every revenue dollar as net income versus -4.3 cents for Bloom Energy.
- Bloom Energy grew revenue faster in its latest fiscal year (+37.33% vs +26.02%).
- The two companies sit in different sectors: Bloom Energy in Energy and Lam Research in Technology.
About Bloom Energy
BE stock →Bloom Energy Corporation designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally. It offers Bloom Energy Server, an energy server platform to convert fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels, into electricity through a non-combustion electrochemical process.
Energy · Industrial Machinery/Components · 2,214 employees
About Lam Research
LRCX stock →Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company offers ALTUS systems to deposit conformal or selective films for tungsten or molybdenum metallization applications; SABRE electrochemical deposition products for copper interconnect transition, which support copper damascene manufacturing; Striker single-wafer atomic layer deposition products for dielectric film solutions; and VECTOR plasma-enhanced chemical vapor deposition (CVD) products.
Technology · Industrial Machinery/Components · 23,300 employees
BE vs LRCX FAQ
Which is bigger, Bloom Energy or Lam Research?
Lam Research (LRCX) is larger, with a market capitalization of $412.36B compared with $85.79B for Bloom Energy (BE).
Which stock has performed better over the past year, BE or LRCX?
BE returned +238.47% over the past 12 months, compared with +134.78% for LRCX (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, BE or LRCX?
LRCX has the lower trailing P/E at 59.3, versus 383.3 for BE. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Bloom Energy or Lam Research?
Lam Research pays a dividend yielding 0.32%, while Bloom Energy does not currently pay a regular dividend.
Are Bloom Energy and Lam Research in the same industry?
Yes. Both are classified in the Industrial Machinery/Components industry within the Energy sector.