LRCX vs MXL
Lam Research vs MaxLinear, Inc. — AI-powered side-by-side comparison
VS
MXL
MaxLinear, Inc.
66
Buy
| Metric | LRCX | MXL |
|---|
| AI Score |
68
|
66
|
| Price |
$311.33
|
$69.00
|
| P/E Ratio |
53.78×
|
-58.00×
|
| ROE |
58.3%
|
-30.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
50.5%
|
57.4%
|
| Debt / Equity |
0.30×
|
0.29×
|
| Dividend Yield |
0.3%
|
0.0%
|
| RSI (14) |
49.9
|
45.9
|
| Beta |
1.865
|
3.975
|
| Expected Upside |
+43.1%
|
—
|
AI Committee View
Current Innellis committee reasoning for LRCX versus MXL.
LRCX leads by 2 points.
LRCX scores 68/100 (Buy) versus MXL at 66/100 (Buy).
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
MXL Committee View
50% agreement
4 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- Bollinger bandwidth of 51.4% signals elevated volatility — Risk