COMPARE · Data as of August 21, 2026
LRCX vs SKHY
Verdict: Side-by-side breakdown using the Bull Rankings model. LRCX scored 57.0, SKHY scored 72.0 — SKHY leads.
Compare another set
LRCX
Lam Research Corporation
57
$314.00 · $392.9B
fundamentals as of
Score gap
15.0
SKHY leads
SKHY
SK hynix Inc.
72
$163.41 · $1.2T
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestSKHY10.0x
- Fastest growthSKHY+46.8%
- Strongest balance sheetSKHY0.07
- Highest qualitySKHY92 / 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.
The model, pillar by pillar (0–100 each)
LRCX
stronger →← stronger
SKHY
85
Qualityreturns · margins · balance sheet
92
83
Growthrevenue & earnings expansion
98
26
Valuevaluation vs sector peers
79
SKHY is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
LRCX
SKHY
$4.9bB
FCF
$29.3bA
+26.0%A-
Rev
+46.8%A
0.33B
D/E
0.07B+
54.6xC
P/E
10.0xA
1.43B
PEG
0.31A
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
SKHY
517% above
Price vs fair valuelower is cheaper
194% above
>60%/yr
Growth the price implies10-yr FCF · lower = less priced in
~47%/yr
-87%
1-yr DCF upside
-74%
-84%
5-yr DCF upside
-66%
-78%
10-yr DCF upside
-52%
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
SKHY
Why this score
- Short track record
- Foreign reporter (KRW)
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.
SKHYSK hynix Inc.
Why now
Semiconductors · market cap $1.2T. 16% off the 52-week high of $194.80. Revenue growing +47% — in hypergrowth territory. PEG 0.31 — paying under fair value for the growth rate. 13 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $245.43 (implying +50% upside).
Moat
Net margin 86% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 93% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $1.2T 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
Beta 2.41 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.
Where LRCX and SKHY diverge
On the headline score the gap is 15.0 points in favor of SKHY. The widest single difference is Value, where SKHY leads by 53.3 points.
- ValueLRCX 26.1 · SKHY 79.4SKHY +53.3
- GrowthLRCX 83.3 · SKHY 97.5SKHY +14.2
- QualityLRCX 85.2 · SKHY 91.8SKHY +6.6
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.