Lam Research Corporation vs United Parcel Service Inc — how do they compare? Lam Research Corporation trades at $318.5 (market cap $383.39B), while United Parcel Service Inc trades at $104.27 (market cap $89.09B). The key difference: Lam Research Corporation is far larger — about 4.3× United Parcel Service Inc's market cap, and United Parcel Service Inc pays the higher dividend (6.26%). Which is the better fit depends on your goals.
| LRCX | UPS | |
|---|---|---|
Market Cap | $383.39B | $89.09B |
Sector | Technology | Industrials |
52-Week High | $433.33 | $120.00 |
52-Week Low | $97.03 | $82.58 |
Enterprise Value | $381.55B | $113.11B |
Dividend Yield | 0.34% | 6.26% |
Volume | — | 2,288,643 |
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.
No Aura AI signal available yet.
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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 →United Parcel Service, Inc. (UPS) delivers packages and documents throughout the United States and in other countries and territories. The Company also provides global supply chain services and less-than-truckload transportation, primarily in the US UPS's business consists of integrated air and ground pick-up and delivery network
Read more on UPS →