IBM 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.

IBM
INTERNATIONAL BUSINESS MACHINES CORP
BUY
75%
Confidence
VS
LRCX
LAM RESEARCH CORP
BUY
89%
Confidence

IBM vs LRCX Fundamental Comparison

Metric IBM LRCX
Revenue $67.5B $10.7B
Net Income $10.6B $3.2B
Net Margin 15.7% 29.6%
ROE 32.4% 31.2%
ROA 7.0% 14.8%
Current Ratio 0.96x 2.26x
Debt/Equity 1.68x 0.37x
EPS $11.17 $2.50

Green = Better metric | Red = Weaker metric

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

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IBM vs LRCX: Frequently Asked Questions

Is IBM or LRCX a better buy in 2026?

Based on dual AI fundamental analysis (Claude and ChatGPT), LRCX has stronger fundamentals. IBM is rated BUY (75% confidence) while LRCX is rated BUY (89% confidence). This is not investment advice.

How does IBM compare to LRCX fundamentally?

INTERNATIONAL BUSINESS MACHINES CORP has ROE of 32.4% vs LAM RESEARCH CORP's 31.2%. Net margins are 15.7% vs 29.6% respectively.

Which stock pays higher dividends, IBM or LRCX?

IBM 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 IBM or LRCX for long term?

For long-term investing, consider that IBM has BUY rating with 75% 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 IBM vs LRCX?

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