CGNX vs LRCX
Cognex vs Lam Research — AI-powered side-by-side comparison
| Metric | CGNX | LRCX |
|---|
| AI Score |
64
|
66
|
| Price |
$66.91
|
$311.31
|
| P/E Ratio |
63.70×
|
53.77×
|
| ROE |
7.7%
|
58.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
68.9%
|
50.5%
|
| Debt / Equity |
0.04×
|
0.30×
|
| Dividend Yield |
0.5%
|
0.3%
|
| RSI (14) |
54.3
|
53.1
|
| Beta |
1.492
|
1.805
|
| Expected Upside |
+7.0%
|
+40.8%
|
AI Committee View
Current Innellis committee reasoning for CGNX versus LRCX.
LRCX leads by 2 points.
LRCX scores 66/100 (Buy) versus CGNX at 64/100 (Buy).
CGNX Committee View
80% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — bollinger bandwidth of 20.4% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- Bollinger bandwidth of 20.4% signals elevated volatility — Risk
LRCX Committee View
67% agreement
6 analysts
The primary driver is revenue growing 26.0% yoy -- genuine top-line momentum. The main limiting factor is p/e of 53.6 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 67.0% shows genuine earnings power backing the valuation — Value
- Revenue growing 26.0% YoY -- genuine top-line momentum — Growth
- EPS growing 38.6% YoY — Growth
Bear Case
- P/E of 53.6 is expensive by classic value standards — Value
- Price-to-book of 41.2x prices in significant intangible value — Value
- Bollinger bandwidth of 28.0% signals elevated volatility — Risk