AMAT vs LRCX: Which is Better to Buy in 2026?

Side-by-side fundamental comparison based on AI analysis of SEC filings

AI Verdict

LRCX has stronger fundamentals based on our AI analysis.

AMAT
APPLIED MATERIALS INC /DE
BUY
80%
Confidence
VS
LRCX
LAM RESEARCH CORP
BUY
89%
Confidence

AMAT vs LRCX Fundamental Comparison

Metric AMAT LRCX
Revenue $7.0B $10.7B
Net Income $2.0B $3.2B
Net Margin 28.9% 29.6%
ROE 9.3% 31.2%
ROA 5.4% 14.8%
Current Ratio 2.71x 2.26x
Debt/Equity 0.30x 0.37x
EPS $2.54 $2.50

Green = Better metric | Red = Weaker metric

View Full AMAT Analysis →
View Full LRCX Analysis →
Browse Sectors: Technology Healthcare Finance Energy Consumer Industrial
Stock Lists: Strong Buy Undervalued Growth Dividend

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AMAT vs LRCX: Frequently Asked Questions

Is AMAT or LRCX a better buy in 2026?

Based on dual AI fundamental analysis (Claude and ChatGPT), LRCX has stronger fundamentals. AMAT is rated BUY (80% confidence) while LRCX is rated BUY (89% confidence). This is not investment advice.

How does AMAT compare to LRCX fundamentally?

APPLIED MATERIALS INC /DE has ROE of 9.3% vs LAM RESEARCH CORP's 31.2%. Net margins are 28.9% vs 29.6% respectively.

Which stock pays higher dividends, AMAT or LRCX?

AMAT has a dividend yield of N/A or no dividend while LRCX has N/A or no dividend. Check individual stock pages for detailed dividend history and payout ratios.

Should I invest in AMAT or LRCX for long term?

For long-term investing, consider that AMAT has BUY rating with 80% confidence, while LRCX has BUY rating with 89% confidence. Higher confidence indicates more consistent fundamentals from SEC filings. This is not investment advice - always do your own research.

What do the AI models say about AMAT vs LRCX?

Our dual AI system (Claude by Anthropic and ChatGPT by OpenAI) analyzes SEC 10-K and 10-Q filings independently. For AMAT vs LRCX, the AI consensus favors LRCX based on fundamental metrics including revenue growth, profitability, ROE, and balance sheet strength.