Lam Research Corporation vs ArcelorMittal SA — how do they compare? Lam Research Corporation trades at $316.47 (market cap $383.39B), while ArcelorMittal SA trades at $74.26 (market cap $55.96B). The key difference: Lam Research Corporation is far larger — about 6.9× ArcelorMittal SA's market cap, and ArcelorMittal SA pays the higher dividend (0.81%). Which is the better fit depends on your goals.
| LRCX | MT | |
|---|---|---|
Market Cap | $383.39B | $55.96B |
Sector | Technology | Basic Materials |
52-Week High | $433.33 | $75.35 |
52-Week Low | $97.03 | $32.44 |
Enterprise Value | $381.55B | $65.53B |
Dividend Yield | 0.34% | 0.81% |
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.
ArcelorMittal (MT) trades at $73.29, up 0.1% with bullish technical signals from moving averages despite recent earnings miss. The company shows improving fundamentals with Q2 2026 revenue growth and strong cash flow generation of $4.8B from operations. Recent corporate developments include dividend payments and strategic partnerships with Microsoft, while analyst consensus remains positive with 50% buy ratings.
Outlook remains cautiously optimistic with European business recovery potential, though risks include cyclical steel demand volatility and elevated debt levels. The stock offers value with reasonable P/S (0.89) and P/B (1.01) ratios, but investors should monitor execution on second-half shipment guidance and margin pressures from input costs.
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 →ArcelorMittal SA is involved in the steel industry. The company's operating segments include NAFTA
Read more on MT →