Compare Lam Research Corporation (LRCX) vs Paycom Software Inc (PAYC) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs Paycom Software Inc — how do they compare? Lam Research Corporation trades at $325.98 (market cap $389.67B), while Paycom Software Inc trades at $208.51 (market cap $9.57B). The key difference: Lam Research Corporation is far larger — about 40.7× Paycom Software Inc's market cap, and Paycom Software Inc pays the higher dividend (0.71%). Which is the better fit depends on your goals.
| LRCX | PAYC | |
|---|---|---|
Market Cap | $389.67B | $9.57B |
Sector | Technology | Technology |
52-Week High | $433.33 | $233.89 |
52-Week Low | $97.03 | $113.59 |
Enterprise Value | $387.83B | $10.35B |
Dividend Yield | 0.33% | 0.71% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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.
Paycom Software (PAYC) trades at $209.22, down 1.98% over 24 hours, with a bullish technical signal from moving averages but overbought RSI readings. The company reported strong Q2 2026 earnings of $2.78 per share, beating estimates, and raised its full-year outlook, driven by 10% revenue growth and AI-driven demand. Fundamentals show robust profitability with a 22.78% net income margin and 41.09% ROE, though valuation multiples like P/E of 22.46 are elevated. Recent news highlights operational efficiency and dividend declarations.
The outlook remains positive given consistent earnings beats and raised guidance, but risks include high valuation and competitive pressures. Analyst consensus is mixed with a $219.22 price target, suggesting moderate upside. Investors should weigh strong fundamentals against potential overvaluation and market sentiment shifts.
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 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 →About Paycom Software Inc
Paycom is a fast-growing provider of payroll and human capital management, or HCM, software primarily targeting clients with 50-10,000 employees in the United States. Paycom was established in 1998 and services about 18,000 clients as of 2021, based on parent company grouping. Alongside its core payroll software, Paycom offers various HCM add-on modules, including time and attendance, talent management, and benefits administration.
Read more on PAYC →
