EPAM Systems Inc vs Lam Research Corporation — how do they compare? EPAM Systems Inc trades at $85.95 (market cap $4.49B), while Lam Research Corporation trades at $326.53 (market cap $419.48B). The key difference: Lam Research Corporation is far larger — about 93.4× EPAM Systems Inc's market cap, and Lam Research Corporation pays a 0.31% dividend while EPAM Systems Inc pays none. Which is the better fit depends on your goals.
| EPAM | LRCX | |
|---|---|---|
Market Cap | $4.49B | $419.48B |
Sector | Technology | Technology |
52-Week High | $221.40 | $433.33 |
52-Week Low | $76.04 | $94.84 |
Enterprise Value | $3.74B | $418.46B |
Dividend Yield | — | 0.31% |
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Lam Research (LRCX) trades at $346.10, up 4.9% in the last session, reflecting strong momentum in semiconductor equipment stocks. The stock exhibits bullish technical signals with support at $340 and resistance at $350. Fundamentally, the company reported revenue of $18.44B and net income of $5.36B in 2025, with a robust net margin of 30.94%. Recent quarterly earnings consistently beat expectations, and analyst consensus remains overwhelmingly positive with a $393 price target. The company benefits from AI-driven demand for advanced chip fabrication equipment.
The outlook for LRCX is positive, driven by secular growth in AI and high-performance computing, which fuels demand for its wafer fabrication equipment. Investment opportunities include continued market share gains and margin expansion. Key risks include cyclical semiconductor capital expenditure downturns, intense competition from peers like Applied Materials, and a premium valuation (P/E of 63.41) that leaves the stock vulnerable to multiple compression if growth expectations moderate.
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EPAM Systems Inc provides software product development and digital platform engineering services to clients located around the world. The company services include Software Product Development, Custom Application Development, Application Testing, Enterprise Application Platforms, Application Maintenance, and Support and Infrastructure Management. The company focuses on innovative and scalable software solutions. The company uses industry standard and custom developed technology, tools, and platforms to deliver results to handle business challenges. The company primarily offers its solutions in the following industries: financial services, travel and consumer, software and hi-tech, life sciences and healthcare. The majority of revenue is generated from North American clients.
Read more on EPAM →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 →