Freeport-McMoRan Inc vs Lam Research Corporation — how do they compare? Freeport-McMoRan Inc trades at $69.27 (market cap $96.42B), while Lam Research Corporation trades at $326.47 (market cap $389.67B). The key difference: Lam Research Corporation is far larger — about 4× Freeport-McMoRan Inc's market cap, and Freeport-McMoRan Inc pays the higher dividend (0.87%). Which is the better fit depends on your goals.
| FCX | LRCX | |
|---|---|---|
Market Cap | $96.42B | $389.67B |
Sector | Basic Materials | Technology |
52-Week High | $71.73 | $433.33 |
52-Week Low | $35.34 | $97.03 |
Enterprise Value | $102.70B | $387.83B |
Dividend Yield | 0.87% | 0.33% |
Signals from Pluang's Aura AI — not financial advice
FCX trades at $70.53, up 1.31% today, with a bullish technical signal and strong analyst support. Recent earnings beats and robust cash flow from operations highlight operational strength. The stock is near its consensus price target of $73.85, with copper market tailwinds and growth initiatives like the Grasberg ramp-up providing positive momentum.
The outlook is positive given earnings momentum and favorable copper prices, but risks include commodity price volatility and execution challenges. With a P/E of 33.76, valuation is elevated, yet growth prospects justify investor optimism. Key risks are macroeconomic sensitivity and capital expenditure demands.
Lam Research (LRCX) trades at $306.4, down 1.59% on the day, with a neutral technical signal. The company shows strong fundamentals, including a 31.27% net income margin and three consecutive quarterly EPS beats. Recent news highlights expansion into panel-level packaging and workforce development collaborations, supporting growth in the AI-driven semiconductor equipment sector.
Outlook remains positive with a consensus price target of $397.18, implying significant upside. Risks include competitive pressures from new entrants like SpaceX's Terafab and reliance on AI chip demand cycles. Analyst sentiment is strongly bullish with 78% buy ratings, but investors should monitor execution against high valuation multiples.
Trailing returns across standard periods
Latest headlines on both assets
Freeport-McMoRan Inc is an international mining company. It operates geographically diverse assets with proven and probable mineral reserves of copper, gold and molybdenum. The company's portfolio of assets includes the Grasberg minerals district in Indonesia
Read more on FCX →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 →