COMPARE · Data as of August 21, 2026
LRCX vs MU
Verdict: Side-by-side breakdown using the Bull Rankings model. LRCX scored 57.0, MU scored 90.0 — MU leads.
Compare another set
LRCX
Lam Research Corporation
57
$314.00 · $392.9B
fundamentals as of
Score gap
33.0
MU leads
MU
Micron Technology, Inc.
90
$966.78
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestMU21.8x
- Fastest growthMU+167.0%
- Strongest balance sheetMU0.06
- Highest qualityLRCX85 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
Fundamentals, head-to-head
LRCX
MU
$4.9bB
FCF
$26.2bA
+26.0%A-
Rev
+167.0%A
0.33B
D/E
0.06A-
54.6xC
P/E
21.8xB+
1.43B
PEG
0.14A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
LRCX
MU
517% above
Price vs fair valuelower is cheaper
—
>60%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-87%
1-yr DCF upside
—
-84%
5-yr DCF upside
—
-78%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LRCX
Why this score
- Raising its dividend
- Durable high returns
MU
No notable signals flagged.
The companies
LRCXLam Research Corporation
Why now
Semiconductor Equipment & Materials · market cap $392.9b. Down 28% from 52-week high of $438.50 — deep drawdown territory. Revenue growing +26% — in hypergrowth territory. 31 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $371.35 (implying +18% upside).
Moat
Net margin 31% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 58% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $392.9b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Trailing P/E 54.6x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Beta 1.86 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 16.9x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
MUMicron Technology, Inc.
Why now
Semiconductors · market cap n/a. Down 23% from 52-week high of $1255.00 — deep drawdown territory. Revenue growing +167% — in hypergrowth territory. PEG 0.14 — paying under fair value for the growth rate. 44 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $1,522 (implying +57% upside).
Moat
Net margin 56% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 50% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Semiconductor moat is process-design IP plus customer qualification timelines — once designed in, the company captures multiple product cycles before a competitor can displace.
Risk
Beta 2.21 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Semiconductor cyclicality — inventory corrections compress margins faster than analysts model. Monitor channel inventory and book-to-bill ratios as leading indicators.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.