Both in Semiconductor Manufacturing Equipment
Lam Research vs Veeco Instruments
Over the past year LRCX returned +139.9% and VECO returned +61.3%; their daily moves had a correlation of 0.65.
LRCX +139.9% VECO +61.3%Growth of $1, one year, split-adjusted
| Metric | LRCX | VECO |
|---|---|---|
| Price | $314.47 | $49.07 |
| Market cap | $393.54B | $3.00B |
| Today | −0.23% | −1.21% |
| 1 month | −1.3% | +4.5% |
| 6 months | +48.7% | +39.1% |
| Year to date | +83.7% | +71.7% |
| 1 year | +145.4% | +66.6% |
| Revenue growth (YoY) | +30.0% | +16.5% |
| Gross margin | 51.7% | 38.7% |
| Net margin | 33.9% | 6.1% |
| P/E (TTM) | 54.2× | 129.1× |
| Price / sales | 16.9× | 4.4× |
| Net cash | $1.84B | $202.9M |
| Dividend yield | 0.42% | — |
| Volatility (60d) | 68.5% | 67.3% |
| Short % of float | 2.1% | 9.8% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).