No connection

Search Results

INTC vs LRCX

INTC
Intel Corporation
BEARISH
Price
$65.27
Market Cap
$327.72B
Sector
Technology
AI Confidence
85%
LRCX
Lam Research Corporation
NEUTRAL
Price
$258.37
Market Cap
$324.52B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
INTC
--
LRCX
54.05
Forward P/E
INTC
58.36
LRCX
36.1
P/B Ratio
INTC
2.85
LRCX
31.86
P/S Ratio
INTC
6.2
LRCX
15.78
EV/EBITDA
INTC
27.53
LRCX
43.7

Profitability

Gross Margin
INTC
36.56%
LRCX
49.8%
Operating Margin
INTC
5.14%
LRCX
33.87%
Profit Margin
INTC
-0.51%
LRCX
30.22%
ROE
INTC
0.02%
LRCX
65.56%
ROA
INTC
0.28%
LRCX
21.05%

Growth

Revenue Growth
INTC
-4.1%
LRCX
22.1%
Earnings Growth
INTC
--
LRCX
37.0%

Financial Health

Debt/Equity
INTC
0.37
LRCX
0.44
Current Ratio
INTC
2.02
LRCX
2.26
Quick Ratio
INTC
1.31
LRCX
1.56

Dividends

Dividend Yield
INTC
--
LRCX
0.4%
Payout Ratio
INTC
0.0%
LRCX
20.12%

AI Verdict

INTC BEARISH

Intel's deterministic health is stable with a Piotroski F-Score of 6/9, but this is overshadowed by a severe divergence between price and fundamentals. While the stock has seen a massive 1-year rally (+234.6%), the company is struggling with negative profit margins (-0.51%), declining revenue (-4.10%), and a catastrophic YoY EPS collapse of -300%. With the current price of $65.27 trading significantly above the analyst target of $55.33 and a technical trend score of 10/100, the stock appears overextended and fundamentally unsupported.

Strengths
Stable Piotroski F-Score (6/9) indicating baseline financial health
Strong liquidity with a Current Ratio of 2.02
Manageable leverage with a Debt/Equity ratio of 0.37
Risks
Severe earnings deterioration with -300% YoY EPS growth
Negative net profit margins (-0.51%) indicating a lack of bottom-line efficiency
Negative revenue growth (-4.10% YoY) suggesting loss of market share or demand
LRCX NEUTRAL

LRCX presents a dichotomy between operational excellence and valuation extremes. The Piotroski F-Score of 4/9 indicates stable financial health, but the stock is trading at a massive premium to its Graham Number ($29.53) and Intrinsic Value ($141.01). While the company boasts an exceptional ROE of 65.56% and a stellar 25-quarter earnings beat record, the technical trend (10/100) and bearish insider activity ($29.66M in sales) suggest the current price may be overextended. The company is a high-quality compounder currently priced for perfection.

Strengths
Exceptional profitability with ROE at 65.56% and Operating Margin at 33.87%
Consistent earnings track record with beats in nearly all of the last 25 quarters
Strong growth trajectory with 37% YoY earnings growth and 22.1% revenue growth
Risks
Severe valuation stretch with a P/B of 31.86 and P/S of 15.78
Bearish insider sentiment, specifically significant selling by the CFO and Directors
Highly bearish technical trend (10/100) indicating potential momentum reversal

Compare Another Pair

INTC vs LRCX: Head-to-Head Comparison

This page compares Intel Corporation (INTC) and Lam Research Corporation (LRCX) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

Home
Terminal
AI Chat
Markets
Profile