Compare Capital One Financial Corp. (COF) vs Lam Research Corporation (LRCX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Capital One Financial Corp. vs Lam Research Corporation — how do they compare? Capital One Financial Corp. trades at $222.01 (market cap $134.45B), while Lam Research Corporation trades at $326.7 (market cap $389.67B). The key difference: Lam Research Corporation is far larger — about 2.9× Capital One Financial Corp.'s market cap, and Capital One Financial Corp. pays the higher dividend (1.46%). Which is the better fit depends on your goals.
| COF | LRCX | |
|---|---|---|
Market Cap | $134.45B | $389.67B |
Sector | Financials | Technology |
52-Week High | $257.94 | $433.33 |
52-Week Low | $176.10 | $97.03 |
Dividend Yield | 1.46% | 0.33% |
Enterprise Value | — | $387.83B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Capital One Financial (COF) trades at $223.09, up 1.88% on the day, with a bullish technical signal from moving averages. The stock shows strong fundamentals with a P/E of 12.07 and P/B of 1.18, while Q2 2026 earnings beat expectations. Recent news highlights the Discover integration progress and a 20-year arena naming rights extension, reinforcing brand commitment.
The outlook is positive with a consensus price target of $251.60, implying 13% upside, supported by 63% analyst buy ratings. Key risks include integration execution of Discover, credit loss provisions, and macroeconomic sensitivity. Revenue growth to $62.0B in 2026 projects a net income margin rebound to 16.96%, offering a compelling value proposition if synergies materialize.
Lam Research (LRCX) trades at $326.02, up 6.4% in 24 hours, with a bullish technical signal and strong earnings beats. The stock shows robust fundamentals with a 29.06% net income margin and 65.07% ROE in 2025, supported by positive analyst sentiment and expansion into panel-level packaging. Recent news highlights AI-driven semiconductor demand as a key growth catalyst.
Outlook remains positive given consensus price target of $397.18 and 78% buy ratings, though high P/E of 54.06 and competitive pressures from new entrants like SpaceX's Terrafab pose risks. Revenue growth to $23.2B in 2026 suggests sustained momentum, but investors should monitor execution amid industry volatility.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Capital One Financial Corp.
Capital One is a diversified financial services holding company headquartered in McLean, Virginia. Originally a spinoff of Signet Financial's credit card division in 1994, the company is now primarily involved in credit card lending, auto loans, and commercial lending.
Read more on COF →About Lam Research Corporation
Lam Research manufactures equipment used to fabricate semiconductors. The firm is focused on the etching, deposition, and clean markets, which are key steps in the semiconductor manufacturing process, especially for 3D NAND flash storage, advanced DRAM, and leading-edge logic/foundry chipmakers. Lam's flagship Kiyo, Vector, and Sabre products are sold in all major geographies to key customers such as Samsung Electronics, Micron, Intel, and Taiwan Semiconductor Manufacturing.
Read more on LRCX →
