Lam Research Corporation (LRCX) on Decifer

Decifer ranks LRCX number 44 of 269 tracked names on durable business quality.

Why it ranks here

• Sales are growing about 26% a year, faster than 76 in 100 companies we measure.
• It keeps about 21 cents of every sales dollar as cash, safer than 84 in 100 companies we measure.
• It earns about 41% a year on the money put into the business, better than 97 in 100 companies we measure.
• It costs about 36 times its yearly profit; the middle of its industry is 48. Cheaper than 72 in 100 companies we measure, against their own industries.

The current read

The evidence on LRCX lines up on the supportive side: a live market force supports this name through its theme connection. One signal disagrees: price is lagging the market story behind this name, a sign the connection is not paying off, worth watching but not the weight of the evidence.

Themes

• AI Infrastructure Buildout: Global investment in AI compute capacity is driving an unprecedented buildout across the full stack: accelerator silicon, interconnect, high-bandwidth memory and storage, the leading-edge fabs and equipment that manufacture them, and the physical data-center power, cooling and construction capacity they run in.

Read the full LRCX research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.