FIVN vs LRCX
Five9, Inc. vs Lam Research — AI-powered side-by-side comparison
FIVN
Five9, Inc.
55
Watch
VS
| Metric | FIVN | LRCX |
|---|
| AI Score |
55
|
68
|
| Price |
$32.65
|
$311.33
|
| P/E Ratio |
42.93×
|
53.78×
|
| ROE |
5.0%
|
58.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
54.7%
|
50.5%
|
| Debt / Equity |
1.03×
|
0.30×
|
| Dividend Yield |
0.0%
|
0.3%
|
| RSI (14) |
67.7
|
49.9
|
| Beta |
1.454
|
1.865
|
| Expected Upside |
—
|
+43.1%
|
AI Committee View
Current Innellis committee reasoning for FIVN versus LRCX.
LRCX leads by 13 points.
LRCX scores 68/100 (Buy) versus FIVN at 55/100 (Watch).
FIVN Committee View
33% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 50.9% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- EPS growing 505.9% YoY — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 42.7 is expensive by classic value standards — Value
- Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical
- Bollinger bandwidth of 50.9% signals elevated volatility — Risk
LRCX Committee View
60% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Bollinger bandwidth of 27.3% signals elevated volatility — Risk