Lam Research (LRCX) and Qnity Electronics (Q) on Torvanta's measures: LRCX grades higher on 3 of the 4 factor families and Q on 0.
| LRCX | Q | |
|---|---|---|
| Value grade | D+ | D+ |
| Growth grade | C | D+ |
| Profitability grade | B | D+ |
| Momentum grade | C+ | C- |
| Market value | $417.8B | $28.0B |
| P/E (trailing) | 58.0x | 47.9x |
| Forward P/E (Torvanta estimate) | 48.7x | 46.7x |
| Revenue, last 12 months | $23.2B | $5.2B |
| Revenue growth (y/y) | +26% | +15% |
| Operating margin | 35.3% | n/a |
| Return on invested capital | 67.9% | n/a |
| Free-cash-flow yield | 1.2% | 3.0% |
| Total return, 1 year | +124.9% | n/a |
| Total return, 3 years | +444.8% | n/a |
Full LRCX analysis · Full Q analysis
Lam Research (LRCX) and Qnity Electronics (Q) on Torvanta's measures: LRCX grades higher on 3 of the 4 factor families and Q on 0. Which fits an investor depends on their goals; this is research, not a recommendation. Subscribers see where the model ranks each and its expected return.
On trailing earnings LRCX trades at 58.0x and Q at 47.9x; their value grades are D+ and D+ against their sectors.
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See plans Or get the free weekly newsletterTorvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.
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