KEYS vs LRCX
Keysight Technologies vs Lam Research — AI-powered side-by-side comparison
KEYS
Keysight Technologies
66
Buy
VS
| Metric | KEYS | LRCX |
|---|
| AI Score |
66
|
64
|
| Price |
$340.76
|
$311.31
|
| P/E Ratio |
56.08×
|
53.77×
|
| ROE |
14.4%
|
58.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
63.7%
|
50.5%
|
| Debt / Equity |
0.44×
|
0.30×
|
| Dividend Yield |
0.0%
|
0.3%
|
| RSI (14) |
66.1
|
53.1
|
| Beta |
1.214
|
1.805
|
| Expected Upside |
+8.6%
|
+40.8%
|
AI Committee View
Current Innellis committee reasoning for KEYS versus LRCX.
KEYS leads by 2 points.
KEYS scores 66/100 (Buy) versus LRCX at 64/100 (Buy).
KEYS Committee View
67% agreement
6 analysts
The primary driver is eps growing 43.0% yoy. The main limiting factor is p/e of 55.3 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 17.5% shows genuine earnings power backing the valuation — Value
- EPS growing 43.0% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 55.3 is expensive by classic value standards — Value
- Price-to-book of 5.3x prices in significant intangible value — Value
LRCX Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
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