Lam Research Corporation vs Schlumberger NV — how do they compare? Lam Research Corporation trades at $319.25 (market cap $401.19B), while Schlumberger NV trades at $48.95 (market cap $72.69B). The key difference: Lam Research Corporation is far larger — about 5.5× Schlumberger NV's market cap, and Schlumberger NV pays the higher dividend (2.41%). Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Schlumberger NV for 99 Days on average.
| LRCX | SLB | |
|---|---|---|
Market Cap | $401.19B | $72.69B |
Volume | 8,960,892 | 16,228,451 |
Sector | Technology | Energy |
52-Week High | $433.33 | $60.10 |
52-Week Low | $131.37 | $31.72 |
Typical Hold Time | 60 Days | 99 Days |
Enterprise Value | $399.35B | $81.42B |
Dividend Yield | 0.41% | 2.41% |
Signals from Pluang's Aura AI — not financial advice
Lam Research (LRCX) is trading at $319.42, down 3.06% on the day, amid a broader bearish technical signal. The stock exhibits strong fundamentals with revenue of $18.44B in 2025 and a net income margin of 31.27%, supported by three consecutive quarterly earnings beats. Analyst consensus is overwhelmingly bullish with a 78% buy rating and a $375.68 price target, citing AI-driven demand for semiconductor equipment. Recent news highlights the company's strategic positioning in AI infrastructure and margin expansion targets.
The outlook for LRCX is positive, driven by robust earnings growth and expanding profitability, though valuation multiples remain elevated. Key risks include cyclical semiconductor demand and competitive pressures. With strong institutional support and a clear growth trajectory, the stock presents a compelling opportunity for long-term investors, contingent on sustained execution in a dynamic market.
SLB trades at $48.91, up 1.98% today, with a bearish technical signal despite recent earnings beats. The company maintains strong profitability with 8.53% net margin and 13.37% ROE, supported by recent contract wins in Saudi Arabia and Mozambique. Revenue declined slightly to $35.71B in 2025, but operating cash flow remains robust at $6.49B. Analyst consensus is strongly bullish with 85% buy ratings and $64.58 price target, representing 32% upside potential.
SLB presents a compelling value opportunity with strong fundamentals and positive analyst sentiment, though technical indicators suggest near-term weakness. The stock's current valuation at 23.89 P/E appears reasonable given the company's contract momentum and global energy technology leadership. Key risks include energy price volatility and execution challenges in new projects, but the dividend yield and institutional support provide downside protection.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Schlumberger is the largest oilfield service firm in the world, with expertise in myriad disciplines, including reservoir performance, well construction, production enhancement, and more recently, digital solutions. It maintains a reputation as one of the industry's leading innovators, which has earned it dominant share in numerous end markets.
Read more on SLB →