Compare Lam Research Corporation (LRCX) vs Progressive Corp (PGR) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs Progressive Corp — how do they compare? Lam Research Corporation trades at $325.77 (market cap $389.67B), while Progressive Corp trades at $212.08 (market cap $123.45B). The key difference: Lam Research Corporation is far larger — about 3.2× Progressive Corp's market cap, and Progressive Corp pays the higher dividend (6.55%). Which is the better fit depends on your goals.
| LRCX | PGR | |
|---|---|---|
Market Cap | $389.67B | $123.45B |
Sector | Technology | Financials |
52-Week High | $433.33 | $252.68 |
52-Week Low | $97.03 | $190.40 |
Enterprise Value | $387.83B | $131.66B |
Dividend Yield | 0.33% | 6.55% |
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.
Progressive (PGR) trades at $213.95, down 0.64% on the day, with a bullish technical outlook supported by moving averages. The company shows strong fundamental performance with revenue growing from $49.6B in 2022 to $87.6B in 2025 and net income reaching $11.3B. Recent Q2 2026 earnings beat expectations at $4.85 per share, though the combined ratio widened to 87.1%, indicating potential growth trade-offs. Analyst consensus price target stands at $231.20 with 37% buy ratings.
PGR presents a compelling investment case with reasonable valuation (P/E 10.65) and strong profitability (ROE 34.94%), though investors face risks from competitive pressures and potential margin compression as the company expands its bundled insurance offerings. The stock offers 8% upside to consensus target with balanced risk-reward profile.
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 Progressive Corp
Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →
