LRCX vs SSNC
Lam Research vs SS&C Technologies Holdings, Inc. — AI-powered side-by-side comparison
VS
SSNC
SS&C Technologies Holdings, Inc.
60
Watch
| Metric | LRCX | SSNC |
|---|
| AI Score |
68
|
60
|
| Price |
$311.33
|
$79.86
|
| P/E Ratio |
53.78×
|
22.30×
|
| ROE |
58.3%
|
11.6%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
50.5%
|
48.1%
|
| Debt / Equity |
0.30×
|
1.17×
|
| Dividend Yield |
0.3%
|
1.4%
|
| RSI (14) |
49.9
|
69.0
|
| Beta |
1.865
|
1.087
|
| Expected Upside |
+43.1%
|
—
|
AI Committee View
Current Innellis committee reasoning for LRCX versus SSNC.
LRCX leads by 8 points.
LRCX scores 68/100 (Buy) versus SSNC at 60/100 (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
SSNC Committee View
50% 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. This disagreement is itself the signal — the setup is not clean in either direction.
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
- Weekly RSI at 75 -- overbought on the larger timeframe too — Technical
- Bollinger bandwidth of 27.1% signals elevated volatility — Risk