⚔️ 44: Applied Materials vs Lam Research
The Stock Battle - Round 44: $AMAT vs $LRCX
Every two weeks, we host a Stock Battle on our X page between two competing companies. Which one is the favorite among our followers? And find out which one we think has the stronger fundamentals.
And the winner is... Applied Materials with 71% of the votes!
Applied Materials and Lam Research are both major players in the semiconductor equipment industry. They make the essential tools used to create chips found in everything from smartphones to cars. While they share a similar market, each company brings something different to the table.
Applied Materials offers a wide range of products that cover almost every stage of semiconductor manufacturing, from wafer production to testing. The company’s revenue growth may slow in the next few years, but its financial performance is impressive. With strong free cash flow, excellent profit margins, and high returns on capital, Applied Materials has built a solid foundation for continued success.
Lam Research specializes in etching and deposition, crucial steps in building the layers of semiconductor chips. It’s a leader in this specialized area but operates in a more focused niche compared to Applied Materials, which provides a broader set of solutions across the semiconductor production process.
Curious which of these companies we consider the best? Find out below, exclusively available to our premium members.