Lam Research Corporation (LRCX) Stock Analysis & Winston Score

Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SOLA ultraviolet thermal processing products for film treatments; and VECTOR plasma-enhanced CVD ALD products. I

Winston Score History

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Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+23.8% YoY

YoY Growth Rate

Steady revenue growth

EPS Growth

+40.4% YoY

YoY Growth Rate

EPS growth accelerating

Insider Activity

0.4%ownership

→ Flat

Insiders holding steady — not selling despite ability to

Cash Position

Cash flow positive

$4.8B cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Growth + cash flow

Lam Research Corporation is a rare growth stock that's already generating positive cash flow while growing at 24%. The Winston Score doesn't fully credit this transition from "burner" to "earner."

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Gross Margin

49.8%

Healthy — 49.8% gross margin

Operating Margin

35.0%

Excellent — 35.0% operating margin

ROCE

14.3%

Good — 14.3% return on capital

ROIC between 5% and 15%. They earn 5 to 15 cents back per year on every dollar invested.

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Growth

Sales YoY

+21.4%

Fast-growing sales (21.4% YoY)

EPS YoY

+38.8%

Earnings growing fast (38.8% YoY)

Earnings growing 25%+ a year. The compounder zone.

EPS Consistency

8/8 quarters

Every recent quarter grew earnings vs last year

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Cash Flow

Cash Conversion

100%

Turns 100% of profit into real cash

FCF Margin

26.1%

Converts sales into free cash efficiently (26.1%)

Free cash flow margin above 20%. Out of every $100 in sales, more than $20 is real cash they keep.

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Stability

Debt / Equity

0.35

Conservative — low debt load (0.35)

Interest Cover

42.18x

Comfortably covers interest (42.2x)

Interest coverage above 8. Profits cover interest many times over.

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Valuation

P/E Ratio (TTM)

65.1x

no trend

Expensive — P/E 65.1

P/E over 35. The market is pricing in heavy, sustained growth.

P/E vs Forward

+25.7

GROWING

Earnings expected to grow meaningfully — cheaper on forward P/E (65.1 → 39.3)

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Dividends

Dividend Yield

0.27%

no trend

Small dividend — 0.27% yield

Modest yield. The bulk of any return needs to come from price appreciation.

Dividend Growth

-65.2%

no trend

Dividend cut (-65.2% YoY) — warning sign

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