Jun. 3 at 5:21 PM
$LRCX P/E Ratio (trailing): LRCX higher (~60x) vs.
$AMAT (~42–46x) — AMAT looks relatively cheaper.
Both have strong margins (gross ~50%, net ~27–31%).
AMAT has higher absolute revenue/EBITDA and a more diversified base.
LRCX often shows faster recent growth and higher ROE/returns on capital in the current cycle.
Technical Indicators (Both Bullish)RSI (14-day): Both elevated — LRCX ~65–68, AMAT ~65–72 (strong momentum, approaching overbought but sustainable in trends).
MACD: Positive/bullish crossovers for both, indicating continued upward momentum.
Charts: Both in strong uptrends, making new highs with AI tailwinds. LRCX has shown slightly sharper recent moves.
LRCX has delivered hotter performance and momentum, especially in the current AI/memory boom.
AMAT offers better diversification, scale, and a relatively more attractive valuation. Many investors hold both for exposure to semiconductor equipment. LRCX may suit those wanting higher beta/upside; AMAT for a steadier profile.
