Stock comparison
AppLovin
Lam Research
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
APP
AppLovin
Market cap
$161.54B
Sector
Technology
LRCX
Lam Research
Market cap
$385.48B
Sector
Technology
Overall winner
AppLovin APP
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | APP | LRCX | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 78B | LRCX |
| Benjamin Graham | 83D | 88A | LRCX |
| Philip Fisher | 82A | 76B | APP |
| Peter Lynch | 84A | 69B | APP |
| Joel Greenblatt | 93C | 84C | APP |
| Charlie Munger | 94D | 86A | APP |
| Terry Smith | 95A | 88A | APP |
Side-by-side metrics
| Metric | APP | LRCX |
|---|---|---|
| Market cap | $161.54B | $385.48B |
| P/E (TTM) | 42.7x | 55.4x |
| EV/EBIT | 40.7x | 62.9x |
| ROIC (TTM) | 65.24% | 42.79% |
| Gross margin | 88.37% | 49.98% |
| Net margin | 64.29% | 30.94% |
| Revenue CAGR 5y | 18.36% | 5.96% |
| EPS CAGR 5y | 2.17% | 11.27% |
| Debt / Equity | 1.5x | 0.4x |
| Dividend yield | 0.0% | 0.34% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
APP leads on
- EPS CAGR 5y2.17%vs 11.27%+95%
- Revenue CAGR 5y18.36%vs 5.96%+68%
- Net margin64.29%vs 30.94%+52%
- Gross margin88.37%vs 49.98%+43%
LRCX leads on
- Dividend yield0.34%vs 0.0%+100%
- Debt / Equity0.4xvs 1.5x+76%
- Market cap$385.48Bvs $161.54B+58%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.