Lam Research Corporation vs Toronto-Dominion Bank — how do they compare? Lam Research Corporation trades at $318.84 (market cap $401.19B), while Toronto-Dominion Bank trades at $115.1 (market cap $185.79B). The key difference: Lam Research Corporation is far larger — about 2.2× Toronto-Dominion Bank's market cap, and Toronto-Dominion Bank pays the higher dividend (2.84%). Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Toronto-Dominion Bank for 84 Days on average.
| LRCX | TD | |
|---|---|---|
Market Cap | $401.19B | $185.79B |
Volume | 8,960,892 | 3,263,867 |
Sector | Technology | Financials |
52-Week High | $433.33 | $124.80 |
52-Week Low | $131.37 | $78.32 |
Typical Hold Time | 60 Days | 84 Days |
Enterprise Value | $399.35B | $559.06B |
Dividend Yield | 0.41% | 2.84% |
Signals from Pluang's Aura AI — not financial advice
Lam Research (LRCX) trades at $320.59, down 2.71% on the day, with a bearish technical signal but strong fundamentals. The stock has consistently beaten earnings estimates in recent quarters, with Q3 2026 EPS expected at $2.18. Revenue grew to $18.44B in 2025, with a net income margin of 31.27%, while valuation ratios like P/E of 55.66 and P/S of 17.4 reflect high growth expectations. Analyst consensus is strongly bullish with a $375.68 price target, supported by AI-driven demand for semiconductor equipment.
The outlook for LRCX is positive due to robust earnings growth and strategic positioning in AI infrastructure, though risks include high valuation multiples and semiconductor cycle volatility. Upside potential exists if the company meets Q3 2026 earnings expectations and maintains margin expansion, but investors should monitor competitive pressures and macroeconomic factors affecting tech spending.
TD trades at $114.04, up 0.15% on the day, with a bearish technical signal but strong fundamentals including a 24.88% net income margin and three consecutive quarterly earnings beats. The company announced a $10 billion share buyback program (Proactive Investors, 2026-09-30) and a $108 billion commitment to Canadian infrastructure (WSJ, 2026-09-14), signaling financial strength and strategic growth initiatives.
The outlook is mixed; robust profitability and shareholder returns via buybacks and dividends present opportunities, but volatile cash flows, high debt levels, and a bearish technical trend pose risks. Analyst consensus is positive with 53% buy ratings, though the stock faces headwinds from economic uncertainty and operational execution challenges.
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 →Toronto-Dominion is one of Canada's two largest banks and operates three business segments: Canadian retail banking, U.S. retail banking, and wholesale banking. The bank's U.S. operations span from Maine to Florida, with a strong presence in the Northeast. It also has a 13% ownership stake in Charles Schwab.
Read more on TD →