LRCX vs ST
Lam Research vs Sensata Technologies — AI-powered side-by-side comparison
VS
ST
Sensata Technologies
74
Buy
| Metric | LRCX | ST |
|---|
| AI Score |
68
|
74
|
| Price |
$311.33
|
$46.24
|
| P/E Ratio |
53.78×
|
73.38×
|
| ROE |
58.3%
|
1.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
50.5%
|
28.5%
|
| Debt / Equity |
0.30×
|
0.83×
|
| Dividend Yield |
0.3%
|
1.0%
|
| RSI (14) |
49.9
|
43.8
|
| Beta |
1.865
|
1.263
|
| Expected Upside |
+43.1%
|
+0.2%
|
AI Committee View
Current Innellis committee reasoning for LRCX versus ST.
ST leads by 6 points.
ST scores 74/100 (Buy) versus LRCX at 68/100 (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
ST Committee View
100% agreement
5 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Risk/reward is unfavorable: 0.9% downside vs 0.2% upside.