Compare Home Depot Inc (HD) vs Lam Research Corporation (LRCX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Home Depot Inc vs Lam Research Corporation — how do they compare? Home Depot Inc trades at $346.82 (market cap $353.46B), while Lam Research Corporation trades at $327.13 (market cap $389.67B). The key difference: Home Depot Inc and Lam Research Corporation are close in size by market cap, and Home Depot Inc pays the higher dividend (2.63%). Which is the better fit depends on your goals.
| HD | LRCX | |
|---|---|---|
Market Cap | $353.46B | $389.67B |
Sector | Consumer Cyclical | Technology |
52-Week High | $423.42 | $433.33 |
52-Week Low | $297.51 | $97.03 |
Enterprise Value | $415.01B | $387.83B |
Dividend Yield | 2.63% | 0.33% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Home Depot (HD) trades at $347.22, down 1.01% today, with a bullish technical signal from moving averages but overbought RSI readings. Revenue grew to $159.51 billion in 2025, though net income margin declined to 8.41%. Recent earnings show mixed results, with a Q2 2026 EPS estimate of $4.73. Analyst consensus is bullish with a $371.25 price target, supported by institutional activity and a $2.33 dividend payment scheduled for June 2026.
The stock offers long-term value with strong profitability (ROE 128.38%) and analyst optimism, but faces risks from weakening housing demand and margin pressure. Upside potential exists if Pro business growth offsets macroeconomic headwinds, though high valuation multiples (P/E 25.18) warrant caution amid rising interest rates.
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.
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 Home Depot Inc
Home Depot is the world's largest home improvement specialty retailer, operating more than 2,300 warehouse-format stores offering more than 30,000 products in store and 1 million products online in the United States, Canada, and Mexico. Its stores offer numerous building materials, home improvement products, lawn and garden products, and decor products and provide various services, including home improvement installation services and tool and equipment rentals. The acquisition of distributor Interline Brands in 2015 allowed Home Depot to enter the maintenance, repair, and operations business, which has been expanded through the tie-up with HD Supply (2020). The addition of the Company Store brought textile exposure to Home Depot's lineup.
Read more on HD →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 →
