Lam Research Corporation vs McDonald's Corp — how do they compare? Lam Research Corporation trades at $317.65 (market cap $383.39B), while McDonald's Corp trades at $273.75 (market cap $193.70B). The key difference: Lam Research Corporation is the larger of the two by market cap, and McDonald's Corp pays the higher dividend (2.72%). Which is the better fit depends on your goals.
| LRCX | MCD | |
|---|---|---|
Market Cap | $383.39B | $193.70B |
Sector | Technology | Consumer Cyclical |
52-Week High | $433.33 | $341.06 |
52-Week Low | $97.03 | $262.80 |
Enterprise Value | $381.55B | $247.47B |
Dividend Yield | 0.34% | 2.72% |
Volume | — | 2,230,036 |
Signals from Pluang's Aura AI — not financial advice
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.
McDonald's (MCD) trades at $274.15, down slightly by 0.12% on the day, with technical indicators showing a neutral overall signal. The company demonstrates strong fundamentals with consistent revenue growth, reaching $26.89 billion in 2025, and robust profitability with a 31.72% net income margin. Recent earnings have consistently beaten expectations, and the company has announced a new global growth strategy focused on automation and menu innovation to drive future performance.
The outlook for MCD is positive, supported by strong analyst consensus with a $322.45 price target implying significant upside. Key opportunities include the successful execution of its new growth plan and its defensive qualities in a challenging economy. Primary risks involve inflationary pressures on franchisee margins and intense competition in the quick-service restaurant sector.
Trailing returns across standard periods
Latest headlines on both assets
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 →McDonald's Corporation franchises and operates fast-food restaurants in the global restaurant industry. The Company's restaurants serves a variety of value-priced menu products in countries around the world.
Read more on MCD →