Deckers Outdoor Corp vs Lam Research Corporation — how do they compare? Deckers Outdoor Corp trades at $94.19 (market cap $13.27B), while Lam Research Corporation trades at $314.55 (market cap $383.39B). The key difference: Lam Research Corporation is far larger — about 28.9× Deckers Outdoor Corp's market cap, and Lam Research Corporation pays a 0.34% dividend while Deckers Outdoor Corp pays none. Which is the better fit depends on your goals.
| DECK | LRCX | |
|---|---|---|
Market Cap | $13.27B | $383.39B |
Sector | Consumer Cyclical | Technology |
52-Week High | $123.91 | $433.33 |
52-Week Low | $79.54 | $97.03 |
Enterprise Value | $12.14B | $381.55B |
Dividend Yield | — | 0.34% |
Signals from Pluang's Aura AI — not financial advice
Deckers Outdoor (DECK) trades at $97.46, down 0.42% with bearish technical signals but strong fundamentals. The company reported consistent earnings beats with Q1 2026 EPS of $0.96 beating expectations of $0.81. Revenue grew to $4.99 billion in 2025 with impressive 18.36% net margin and 42.56% ROE. Analyst consensus remains positive with 45% buy ratings and $122.40 price target, though recent guidance concerns caused a 6% selloff.
DECK offers compelling value with a 13.86 P/E ratio below industry averages, supported by HOKA and UGG brand strength. Key risks include tariff headwinds, brand concentration, and execution challenges. The stock presents a growth opportunity at current levels but faces near-term volatility from macroeconomic pressures and competitive dynamics in the apparel sector.
Lam Research (LRCX) trades at $311.35, up 1.82% today, with a bullish technical signal and strong earnings beats in recent quarters. The stock shows robust fundamentals, including a 29.06% net income margin and 65.07% ROE for 2025, alongside positive cash flow trends. Recent news highlights AI-driven demand for semiconductor equipment, with upgrades to Strong Buy by Zacks Investment Research on August 10, 2026.
Outlook is positive due to AI chip supercycle momentum and analyst consensus price target of $397.18, offering ~28% upside. Risks include high valuation multiples (P/E of 54.05) and semiconductor market volatility. Institutional activity is mixed, with some trimming positions amid overall bullish sentiment.
Trailing returns across standard periods
Latest headlines on both assets
Deckers Outdoor Corp designs and sells casual and performance footwear, apparel, and accessories. Primary brands include UGG, Teva, and Sanuk. The company distributes Most of its products through its wholesale business, but it also has a substantial direct-to-consumer business with its company-owned retail stores and websites. Most sales are in the United States, although the company also has retail stores and distributors throughout Europe, Asia, Canada, and Latin America. Deckers sources its products from independent manufacturers primarily in Asia.
Read more on DECK →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 →