Compare Lam Research Corporation (LRCX) vs Packaging Corporation of America (PKG) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs Packaging Corporation of America — how do they compare? Lam Research Corporation trades at $312.15 (market cap $383.39B), while Packaging Corporation of America trades at $257.2 (market cap $22.70B). The key difference: Lam Research Corporation is far larger — about 16.9× Packaging Corporation of America's market cap, and Packaging Corporation of America pays the higher dividend (2.36%). Which is the better fit depends on your goals.
| LRCX | PKG | |
|---|---|---|
Market Cap | $383.39B | $22.70B |
Sector | Technology | Technology |
52-Week High | $433.33 | $256.04 |
52-Week Low | $97.03 | $191.68 |
Enterprise Value | $381.55B | $26.51B |
Dividend Yield | 0.34% | 2.36% |
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 $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.
Packaging Corporation of America (PKG) trades at $256.04, up 1.3% on the day, with a bullish technical trend supported by moving averages and strong support at $252. The company reported Q2 2026 EPS of $2.35, beating estimates, driven by record corrugated shipments and contributions from the Greif acquisition, though net income margins face pressure from rising costs. A $1.50 dividend for H1-2026 reflects management's confidence, with a consensus price target of $269.33 suggesting modest upside.
Outlook: PKG benefits from robust demand and strategic acquisitions, but cost headwinds and a high P/E of 33.08 pose valuation risks. Analyst sentiment is mixed with 34.6% buy ratings, indicating cautious optimism amid margin compression and economic uncertainties. Key risks include freight and input cost inflation, competitive pricing pressure, and execution of integration synergies.
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 Packaging Corporation of America
Packaging Corporation of America is a leading producer of containerboard and corrugated packaging products in North America. The company also produces white papers, which include printing and writing papers. PKG operates as an integrated manufacturer, with a strong focus on high-quality and sustainable packaging solutions for e-commerce, food and beverage, and other industrial and consumer markets.
Read more on PKG →
