Lam Research (LRCX) vs Vertiv LLC (VRT)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Lam Research (LRCX) has outperformed Vertiv LLC (VRT) over the past year, gaining 134.8% versus a gain of 55.2%. Over five years, VRT leads with a +975.4% price change compared with +483.8% for LRCX. Lam Research is the larger company by market cap ($412.36 billion vs $94.90 billion), about 4.3 times the size, while Vertiv LLC is growing revenue faster (+27.7% vs +26.0%).
On valuation, Vertiv LLC trades at a lower forward P/E (26.9x vs 28.0x for Lam Research). Lam Research offers the higher dividend yield (0.32% vs 0.07%). Lam Research converts more of its revenue into profit, with a net margin of 31.3% versus 13.0%.
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 | LRCX | VRT |
|---|---|---|
| Share price | $329.51 | $246.49 |
| Market cap | $412.36B | $94.90B |
| 1-day change | -1.32% | -2.63% |
| YTD return | +92.49% | +52.14% |
| 1-year return | +134.78% | +55.15% |
| 5-year return | +483.75% | +975.44% |
| P/E ratio (TTM) | 57.21 | 55.77 |
| Forward P/E | 28.01 | 26.86 |
| EPS (TTM) | $5.76 | $4.42 |
| Dividend yield | 0.32% | 0.07% |
| Annual dividend | $1.04 | $0.175 |
| Revenue (latest FY) | $23.23B | $10.23B |
| Revenue growth (YoY) | +26.02% | +27.69% |
| Net income (latest FY) | $7.27B | $1.33B |
| Gross margin | 50.47% | 36.32% |
| Operating margin | 35.29% | 17.89% |
| Net margin | 31.27% | 13.03% |
| 52-week high | $438.50 | $379.94 |
| 52-week low | $131.02 | $147.82 |
| Distance from 52-week high | -24.86% | -35.12% |
| Analyst consensus | strong_buy | strong_buy |
| Avg. price target upside | +14.00% | +36.89% |
| Average volume | 9.42M | 5.19M |
| Shares outstanding | 1.25B | 384.99M |
| Employees | 23,300 | 34,000 |
| Sector | Technology | 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 4.3 times larger than Vertiv LLC by market value ($412.36B vs $94.90B).
- LRCX has outperformed VRT by 79.6 percentage points over the past year.
- Lam Research is more profitable, keeping 31.3 cents of every revenue dollar as net income versus 13.0 cents for Vertiv LLC.
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
About Vertiv LLC
VRT stock →Vertiv Holdings Co designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers AC and DC power management products, low/medium voltage switchgear, busbar, thermal management products, air cooled and liquid cooled thermal management products, integrated modular solutions, racks, single phase UPS, rack power distribution, rack thermal systems, configurable integrated solutions, energy storage solutions, hardware, and software infrastructure that are integral to the technologies used for various services, including artificial intelligence, e-commerce, online banking, file sharing, video on-demand, energy storage, wireless communications, Internet of Things, and online gaming.
Technology · Industrial Machinery/Components · 34,000 employees
LRCX vs VRT FAQ
Which is bigger, Lam Research or Vertiv LLC?
Lam Research (LRCX) is larger, with a market capitalization of $412.36B compared with $94.90B for Vertiv LLC (VRT).
Which stock has performed better over the past year, LRCX or VRT?
LRCX returned +134.78% over the past 12 months, compared with +55.15% for VRT (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, LRCX or VRT?
VRT has the lower trailing P/E at 55.8, versus 57.2 for LRCX. 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, Lam Research or Vertiv LLC?
Lam Research has the higher yield at 0.32%, compared with 0.07% for Vertiv LLC.
Are Lam Research and Vertiv LLC in the same industry?
Yes. Both are classified in the Industrial Machinery/Components industry within the Technology sector.