LRCX vs QBTS
Lam Research vs D-Wave Quantum Inc. — AI-powered side-by-side comparison
VS
QBTS
D-Wave Quantum Inc.
52
Watch
| Metric | LRCX | QBTS |
|---|
| AI Score |
68
|
52
|
| Price |
$311.33
|
$20.23
|
| P/E Ratio |
53.78×
|
-28.50×
|
| ROE |
58.3%
|
-41.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
50.5%
|
64.2%
|
| Debt / Equity |
0.30×
|
0.04×
|
| Dividend Yield |
0.3%
|
0.0%
|
| RSI (14) |
49.9
|
54.6
|
| Beta |
1.865
|
2.164
|
| Expected Upside |
+43.1%
|
—
|
AI Committee View
Current Innellis committee reasoning for LRCX versus QBTS.
LRCX leads by 16 points.
LRCX scores 68/100 (Buy) versus QBTS at 52/100 (Watch).
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
QBTS Committee View
67% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -44.2% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.04) -- balance sheet can absorb a shock — Risk
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- Price-to-book of 10.7x prices in significant intangible value — Value
- ROE of only -26.7% -- cheap may mean cheap for a reason — Value
- Revenue declining -44.2% YoY -- this is not a growth story right now — Growth