LRCX vs SYNA
Lam Research vs Synaptics — AI-powered side-by-side comparison
| Metric | LRCX | SYNA |
|---|
| AI Score |
68
|
69
|
| Price |
$332.44
|
$108.69
|
| P/E Ratio |
57.40×
|
-8.61×
|
| ROE |
58.3%
|
-52.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
50.5%
|
44.7%
|
| Debt / Equity |
0.33×
|
0.90×
|
| Dividend Yield |
0.3%
|
0.0%
|
| RSI (14) |
62.6
|
50.9
|
| Beta |
1.865
|
1.96
|
| Expected Upside |
+31.9%
|
+6.4%
|
AI Committee View
Current Innellis committee reasoning for LRCX versus SYNA.
SYNA leads by 1 points.
SYNA scores 69/100 (Buy) versus LRCX at 68/100 (Buy).
LRCX Committee View
67% agreement
6 analysts
The primary driver is revenue growing 26.0% yoy -- genuine top-line momentum. The main limiting factor is p/e of 56.2 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
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 56.2 is expensive by classic value standards — Value
- Price-to-book of 41.2x prices in significant intangible value — Value
- Bollinger bandwidth of 26.3% signals elevated volatility — Risk
SYNA Committee View
60% agreement
5 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- 4 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 20.8% signals elevated volatility — Risk