Lam Research Corporation vs McDonald's Corp — how do they compare? Lam Research Corporation trades at $325.5 (market cap $389.67B), while McDonald's Corp trades at $272.35 (market cap $194.00B). The key difference: Lam Research Corporation is far larger — about 2× McDonald's Corp's market cap, and McDonald's Corp pays the higher dividend (2.71%). Which is the better fit depends on your goals.
| LRCX | MCD | |
|---|---|---|
Market Cap | $389.67B | $194.00B |
Sector | Technology | Consumer Cyclical |
52-Week High | $433.33 | $341.06 |
52-Week Low | $97.03 | $262.80 |
Enterprise Value | $387.83B | $247.77B |
Dividend Yield | 0.33% | 2.71% |
Volume | — | 2,230,036 |
Signals from Pluang's Aura AI — not financial advice
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.
McDonald's (MCD) trades at $273.72, down 0.28% on the day, with a neutral technical signal and strong fundamentals including a 31.72% net margin and consistent earnings beats. The company recently unveiled its 'McDonald's NEXT' growth strategy focusing on automation and menu innovation to drive future performance. Revenue growth remains steady, with 2025 revenue at $26.89 billion.
Outlook is positive with a consensus price target of $322.45 offering 17.8% upside, supported by 60% analyst buy ratings. Risks include inflationary pressures on franchisee margins and high long-term debt of $38.42 billion. The stock presents a value opportunity with stable dividends and strategic initiatives aimed at enhancing competitiveness.
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 →