Lam Research Corporation vs Sherwin-Williams Company (The) Common Stock — how do they compare? Lam Research Corporation trades at $283.83 (market cap $376.82B), while Sherwin-Williams Company (The) Common Stock trades at $326.76 (market cap $78.68B). The key difference: Lam Research Corporation is far larger — about 4.8× Sherwin-Williams Company (The) Common Stock's market cap, and Sherwin-Williams Company (The) Common Stock pays the higher dividend (0.99%). Which is the better fit depends on your goals.
| LRCX | SHW | |
|---|---|---|
Market Cap | $376.82B | $78.68B |
Volume | 8,149,593 | 1,245,324 |
Sector | Technology | Basic Materials |
52-Week High | $433.33 | $372.60 |
52-Week Low | $139.59 | $293.00 |
Typical Hold Time | 61 Days | — |
Enterprise Value | $374.97B | $92.60B |
Dividend Yield | 0.44% | 0.99% |
Signals from Pluang's Aura AI — not financial advice
Lam Research (LRCX) trades at $286.92, down 7.31% in the last session, amid a bearish technical signal. The stock shows strong fundamentals with revenue growth to $18.44B in 2025 and a 31.27% net income margin. Recent quarters have consistently beaten EPS estimates, with Q3 2026 expected at $2.18. Analyst consensus remains strongly bullish with a $375.68 price target, though technical indicators suggest near-term pressure with support at $300.
Outlook: LRCX is positioned to benefit from AI-driven semiconductor equipment demand, with projected revenue growth to $23.2B in 2026. Risks include cyclical industry volatility and execution challenges. The current valuation (P/E 52.28) is high but supported by robust profitability and growth prospects. Institutional sentiment is positive with 78% buy ratings.
Sherwin-Williams (SHW) trades at $324.10, up 1.21% with strong earnings momentum after beating estimates for three consecutive quarters. The stock shows neutral technical signals but maintains robust fundamentals with 65.12% ROE and expanding manufacturing capacity. Recent facility expansions in Statesville enhance production capabilities, positioning the company for continued market share gains.
Outlook remains positive with analyst consensus at Buy (57.9%) and $383.64 price target, though high valuation multiples (P/E 29.9) and competitive pressures present risks. Earnings growth and strategic investments support upside potential, while margin compression and economic sensitivity warrant monitoring.
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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 →The Sherwin-Williams Company manufactures, develops, and distributes paints, coatings, and related products through three segments: Paint Stores Group, operating more than 4,900 company-owned stores selling Sherwin-Williams-branded products; Consumer Brands Group, selling brands such as Valspar, Dutch Boy, Krylon, and Minwax through mass merchandisers and home centers; and Performance Coatings Group, supplying industrial, construction, and transportation coatings in more than 120 countries.
Read more on SHW →