Lam Research Corporation vs Schlumberger NV — how do they compare? Lam Research Corporation trades at $323.7 (market cap $391.80B), while Schlumberger NV trades at $46.82 (market cap $70.25B). The key difference: Lam Research Corporation is far larger — about 5.6× Schlumberger NV's market cap, and Schlumberger NV pays the higher dividend (2.51%). Which is the better fit depends on your goals.
| LRCX | SLB | |
|---|---|---|
Market Cap | $391.80B | $70.25B |
Sector | Technology | Energy |
52-Week High | $433.33 | $58.01 |
52-Week Low | $94.84 | $31.72 |
Enterprise Value | $390.79B | $78.47B |
Dividend Yield | 0.33% | 2.51% |
Signals from Pluang's Aura AI — not financial advice
Lam Research (LRCX) trades at $313.30, down 2.39% amid a semiconductor sector selloff. The stock shows strong fundamentals with consistent earnings beats, robust 30.94% net margins, and positive cash flow trends. Technical indicators are bearish with support at $312 and resistance at $324. The company benefits from AI-driven demand for chipmaking equipment, though elevated valuation multiples present a risk.
Outlook remains positive given strong analyst consensus (78% buy rating) and a $393 price target, representing 25% upside. Key opportunities include AI fab spending and memory chip demand, while risks include sector volatility, premium valuation, and potential for earnings growth deceleration.
SLB trades at $46.99, down 0.19% on the day, with a bearish technical signal despite recent earnings beats. Revenue reached $35.71B in 2025 with a net income margin of 9.26%, while valuation metrics show a P/E of 20.7 and P/S of 1.92. The company secured multiple contracts, including a strategic alliance with Liberty Energy for data center power solutions, highlighting growth in digital and offshore projects.
The outlook remains positive with an 84.85% analyst buy rating and a $62.83 consensus price target, implying significant upside. Risks include oil price volatility and execution challenges in new ventures, but strong cash flow and institutional support provide a solid foundation for long-term growth.
Trailing returns across standard periods
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 →