Sifting through countless of stocks in the Semiconductors & Semiconductor Equipment industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in Lam Research Corporation or ASML Holding N.V. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how Lam Research Corporation and ASML Holding N.V. compare based on key financial metrics to determine which better meets your investment needs.

About Lam Research Corporation and ASML Holding N.V.

Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company offers ALTUS systems to deposit conformal or selective films for tungsten or molybdenum metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SPEED gapfill high-density plasma chemical vapor deposition (CVD) products; Striker single-wafer atomic layer deposition products for dielectric film solutions; and VECTOR plasma-enhanced CVD products. It also provides Flex for dielectric etch applications; Vantex, a dielectric etch system that provides RF technology and repeatable wafer-to-wafer performance enabled by Equipment Intelligence solutions; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes. In addition, the company offers Coronus bevel clean products to enhance die yield; and Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications. Further, it provides Reliant deposition, etch, and clean products; and Sense.i platform products, as well as customer service, spares, and upgrades. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.

ASML Holding N.V. provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems. The company offers lithography, metrology, and inspection systems. It also provides extreme ultraviolet lithography systems; and deep ultraviolet lithography systems comprising immersion and dry lithography systems solutions to manufacture various range of semiconductor nodes and technologies. In addition, the company offers metrology and inspection systems, including YieldStar optical metrology systems, a diffraction-based wafer metrology platform to assess the quality of patterns on the wafers; and HMI electron beam solutions to locate and analyze individual chip defects. Further, it provides computational lithography solutions, and lithography systems and control software solutions; and refurbishes and upgrades lithography systems, as well as offers customer support and related services. Additionally, the company offers hardware, software, and services to chipmakers to produce the patterns of integrated circuits. It operates in Japan, South Korea, Singapore, Taiwan, China, rest of Asia, the Netherlands, rest of Europe, the Middle East, Africa, and the United States. The company was formerly known as ASM Lithography Holding N.V. and changed its name to ASML Holding N.V. in 2001. ASML Holding N.V. was founded in 1984 and is headquartered in Veldhoven, the Netherlands.

Latest Semiconductors & Semiconductor Equipment and Lam Research Corporation, ASML Holding N.V. Stock News

As of June 10, 2026, Lam Research Corporation had a $402.4 billion market capitalization, compared to the Semiconductors & Semiconductor Equipment median of $5.2 million. Lam Research Corporation’s stock is up 111.8% in 2026, up 7.8% in the previous five trading days and up 264.44% in the past year.

Currently, Lam Research Corporation’s price-earnings ratio is 60.8. Lam Research Corporation’s trailing 12-month revenue is $21.7 billion with a 30.9% net profit margin. Year-over-year quarterly sales growth most recently was 23.8%. Analysts expect adjusted earnings to reach $5.675 per share for the current fiscal year. Lam Research Corporation currently has a 0.3% dividend yield.

As of June 10, 2026, ASML Holding N.V. had a $670.1 billion market cap, putting it in the 100th percentile of all stocks. ASML Holding N.V.’s stock is up 77.5% in 2026, up 8.1% in the previous five trading days and up 125.16% in the past year.

Currently, ASML Holding N.V.’s price-earnings ratio is 58.2. ASML Holding N.V.’s trailing 12-month revenue is $38.8 billion with a 29.7% net profit margin. Year-over-year quarterly sales growth most recently was 20.4%. Analysts expect adjusted earnings to reach $36.365 per share for the current fiscal year. ASML Holding N.V. does not currently pay a dividend.

How We Compare Lam Research Corporation and ASML Holding N.V. Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at Lam Research Corporation and ASML Holding N.V.’s stock grades to see how they measure up against one another.

Learn more about A+ Investor here!

Sign Up to Receive a Free Special Report Showing How A+ Grades Can Help You Make Smarter Investment Decisions

Lam Research Corporation and ASML Holding N.V. Growth Grades

Company	Ticker	Growth
Lam Research Corporation	LRCX	A
ASML Holding N.V.	ASML	A

The foundation of growth investing is seeking out stocks of companies exhibiting strong, consistent and prolonged growth that is expected to continue into the future.

In order to compute the growth score and assign it a letter grade, the percentile ranks for each of three components‐consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations‐must be determined. These three rank figures are added together, and the sum is ranked against the entire stock universe to arrive at a company’s Growth Score to create an equal distribution of grades.

The companies in the bottom 20% of the stock universe receive Growth Grades of F, considered to be very weak, while those in the top 20% receive A grades, which are considered very strong.

Lam Research Corporation has a Growth Score of 83, which is Very Strong. ASML Holding N.V. has a Growth Score of 83, which is Very Strong.

The Growth Grade Winner: It’s a Tie!

Looking at the Growth Grade breakdown above, both Lam Research Corporation and ASML Holding N.V. have a grade of A. For investors who focus solely on a company’s upward growth, further research should be conducted into both companies’ other financial metrics before deciding whether to invest.

Lam Research Corporation and ASML Holding N.V.’s Momentum Grades

Company	Ticker	Momentum
Lam Research Corporation	LRCX	A
ASML Holding N.V.	ASML	A

Momentum grades help to uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming. Momentum is based on the price change of a stock over a specified period relative to all other stocks.

Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.

Lam Research Corporation has a Momentum Score of 95, which is Very Strong. ASML Holding N.V. has a Momentum Score of 89, which is Very Strong.

The Momentum Grade Winner: It’s a Tie!

Looking at the Momentum Grade breakdown above, both Lam Research Corporation and ASML Holding N.V. have a grade of A. For those who focus solely on a company’s momentum, further research will need to be conducted into both companies to see if they fit your individual needs as an investor.

Lam Research Corporation and ASML Holding N.V.’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
Lam Research Corporation	LRCX	B
ASML Holding N.V.	ASML	C

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

Lam Research Corporation has a Earnings Estimate Score of 66, which is Positive. ASML Holding N.V. has a Earnings Estimate Score of 60, which is Neutral.

The Earnings Estimate Revisions Grade Winner: Lam Research Corporation

As you can clearly see from the Earnings Estimate Revisions Grade breakdown above, Lam Research Corporation has a better Earnings Estimate Revisions Grade than ASML Holding N.V.. For those who are specifically looking for companies with better short-term prospects when compared to other companies in the same industry, Lam Research Corporation could be a good stock to invest in. However, it’s important to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Other Lam Research Corporation and ASML Holding N.V. Grades

In addition to Growth, Momentum and Estimate Revisions, A+ Investor also provides grades for Value and Quality.

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection. Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

AAII’s A+ Investor Quality Grade comes from the ranking of key metrics. Specifically, the quality grade is the percentile rank of the composite of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and F-Score.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether Lam Research Corporation and ASML Holding N.V. pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, Lam Research Corporation or ASML Holding N.V. Stock?

Overall, Lam Research Corporation stock has a Growth Score of 83, Momentum Score of 95 and Estimate Revisions Score of 66.

ASML Holding N.V. stock has a Growth Score of 83, Momentum Score of 89 and Estimate Revisions Score of 60.

Comparing Lam Research Corporation and ASML Holding N.V.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.