Lam Research Corporation vs Walmart Stores Inc — how do they compare? Lam Research Corporation trades at $328.99 (market cap $389.67B), while Walmart Stores Inc trades at $115.34 (market cap $901.33B). The key difference: Walmart Stores Inc is far larger — about 2.3× Lam Research Corporation's market cap, and Walmart Stores Inc pays the higher dividend (0.87%). Which is the better fit depends on your goals.
| LRCX | WMT | |
|---|---|---|
Market Cap | $389.67B | $901.33B |
Sector | Technology | Consumer Staples |
52-Week High | $433.33 | $134.20 |
52-Week Low | $97.03 | $96.05 |
Enterprise Value | $387.83B | $964.78B |
Dividend Yield | 0.33% | 0.87% |
Volume | — | 5,675,288 |
Signals from Pluang's Aura AI — not financial advice
Lam Research (LRCX) trades at $328.93, up 7.35% with strong technical momentum and bullish moving average signals. The company demonstrates robust fundamentals with 2025 revenue of $18.44B, net income of $5.36B (31.27% margin), and consistent earnings beats. Recent expansion into panel-level packaging and semiconductor workforce development initiatives position LRCX for continued AI-driven growth.
Outlook remains positive with 78% analyst buy ratings and $397.18 consensus price target, though elevated valuation ratios (P/E 54.06) and potential semiconductor cycle volatility present risks. The stock offers exposure to AI infrastructure growth but requires monitoring of competitive threats and capital expenditure trends.
Walmart (WMT) trades at $112.66, up 0.72% with strong fundamental performance including three consecutive quarterly EPS beats and robust revenue growth to $681B in 2025. The stock shows neutral technical signals with RSI at 62.52, while analyst consensus remains strongly bullish with a $142 price target. Recent developments include AI tool innovations and expanded delivery services positioning the company for continued market leadership.
Walmart presents a compelling investment case with solid fundamentals and analyst support, though valuation multiples appear elevated. Key opportunities include sustained revenue growth and operational efficiency gains, while risks involve competitive pressures from Amazon and potential margin compression. The stock offers 26% upside to consensus targets but requires monitoring of execution against high expectations.
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 →Walmart Inc. operates discount stores, supercenters, and neighborhood markets. The Company offers merchandise such as apparel, house wares, small appliances, electronics, musical instruments, books, home improvement, shoes, jewelry, toddler, games, household essentials, pets, pharmaceutical products, party supplies, and automotive tools. Walmart serves customers worldwide.
Read more on WMT →