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 NVIDIA Corporation 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 NVIDIA Corporation compare based on key financial metrics to determine which better meets your investment needs.

About Lam Research Corporation and NVIDIA Corporation

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.

NVIDIA Corporation, a computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally. The Compute & Networking segment includes its Data Centre accelerated computing platforms and artificial intelligence solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms; and DGX Cloud computing services. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating industrial AI and digital twin applications. It also customized agentic solutions designed in collaboration with NVIDIA to accelerate enterprise AI adoption. The company’s products are used in gaming, professional visualization, data center, and automotive markets. It sells its products to original equipment manufacturers, original device manufacturers, system integrators and distributors, independent software vendors, cloud service providers, consumer internet companies, add-in board manufacturers, distributors, automotive manufacturers and tier-1 automotive suppliers, and other ecosystem participants. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.

Latest Semiconductors & Semiconductor Equipment and Lam Research Corporation, NVIDIA Corporation Stock News

As of December 12, 2025, Lam Research Corporation had a $201.6 billion market capitalization, compared to the Semiconductors & Semiconductor Equipment median of $2.7 million. Lam Research Corporation’s stock is up 122.2% in 2025, up 1.1% in the previous five trading days and up 113.66% in the past year.

Currently, Lam Research Corporation’s price-earnings ratio is 35.4. Lam Research Corporation’s trailing 12-month revenue is $19.6 billion with a 29.7% net profit margin. Year-over-year quarterly sales growth most recently was 27.7%. Analysts expect adjusted earnings to reach $4.841 per share for the current fiscal year. Lam Research Corporation currently has a 0.6% dividend yield.

As of December 12, 2025, NVIDIA Corporation had a $4.3 trillion market cap, putting it in the 100th percentile of all stocks. NVIDIA Corporation’s stock is up 30.3% in 2025, down 4.1% in the previous five trading days and up 29.58% in the past year.

Currently, NVIDIA Corporation’s price-earnings ratio is 43.3. NVIDIA Corporation’s trailing 12-month revenue is $187.1 billion with a 53.0% net profit margin. Year-over-year quarterly sales growth most recently was 62.5%. Analysts expect adjusted earnings to reach $4.685 per share for the current fiscal year. NVIDIA Corporation does not currently pay a dividend.

How We Compare Lam Research Corporation and NVIDIA Corporation 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 NVIDIA Corporation’s stock grades to see how they measure up against one another.

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Lam Research Corporation and NVIDIA Corporation Stock Value Grades

Company	Ticker	Value
Lam Research Corporation	LRCX	F
NVIDIA Corporation	NVDA	F

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 Value Grade derives from a stock’s value score. The Value Score is the percentile rank of the average of the percentile ranks of the price-to-sales ratio, price-earnings ratio, enterprise-value-to-EBITDA (EV/EBITDA) ratio, shareholder yield, price-to-book-value ratio and price-to-free-cash-flow ratio. The score is variable, meaning it can consider all six ratios or, should any of the six ratios not be valid, the remaining ratios that are valid. To be assigned a Value Score, stocks must have a valid (non-null) ratio and corresponding ranking for at least two of the six valuation ratios.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are a good value and so on.

Lam Research Corporation has a Value Score of 14, which is Ultra Expensive. NVIDIA Corporation has a Value Score of 8, which is Ultra Expensive.

The Value Stock Winner: No Clear Winner

Neither Lam Research Corporation or NVIDIA Corporation has a high enough value grade to be considered a “winner.” Investors who are considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolio. It’s important to look at a wide range of financial metrics in order to determine if Lam Research Corporation or NVIDIA Corporation is the better investment when it comes to value.

Lam Research Corporation and NVIDIA Corporation Growth Grades

Company	Ticker	Growth
Lam Research Corporation	LRCX	A
NVIDIA Corporation	NVDA	B

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 87, which is Very Strong. NVIDIA Corporation has a Growth Score of 70, which is Strong.

The Growth Grade Winner: Lam Research Corporation

As you can clearly see from the Growth Grade breakdown above, Lam Research Corporation has a more attractive growth grade than NVIDIA Corporation. For investors who focus solely on how a company is growing relative to other companies in the same industry, Lam Research Corporation could be a good stock to add to their portfolio. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Lam Research Corporation and NVIDIA Corporation’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
Lam Research Corporation	LRCX	B
NVIDIA Corporation	NVDA	B

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 74, which is Positive. NVIDIA Corporation has a Earnings Estimate Score of 64, which is Positive.

The Earnings Estimate Revisions Grade Winner: It’s a Tie!

Looking at the Earnings Estimate Revisions Grade breakdown above, both Lam Research Corporation and NVIDIA Corporation have a grade of B. For those focusing solely on a company’s estimate revisions, other financial metrics will need to be evaluated to determine whether Lam Research Corporation or NVIDIA Corporation is a better fit.

Other Lam Research Corporation and NVIDIA Corporation Grades

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

Momentum grades help 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.

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 NVIDIA Corporation 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 NVIDIA Corporation Stock?

Overall, Lam Research Corporation stock has a Value Score of 14, Growth Score of 87 and Estimate Revisions Score of 74.

NVIDIA Corporation stock has a Value Score of 8, Growth Score of 70 and Estimate Revisions Score of 64.

Comparing Lam Research Corporation and NVIDIA Corporation’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.