Lam Research Corp vs Qnity Electronics Inc

Lam Research Corp (LRCX) is overvalued and we do not publish a verdict for Qnity Electronics Inc (Q).

We publish an intrinsic value for LRCX but not for Q, so the two cannot be ranked on price.

Values as of the 22 Sept 2026 close.

Lam Research Corp (LRCX)

A 10.6x revenue multiple, adjusted for growth and margin, values the shares at $197.54; the price of $310.96 is 57% above that value.

Leak Score 65/100 on 10 of 12 signals

Qnity Electronics Inc (Q)

We do not publish a value for this company: it has no growth history of its own to project.

Leak Score 29/100 on 5 of 12 signals

MetricLRCXQ
VerdictOvervaluedNot valued
Price$310.96$124.86
Intrinsic value$197.54
Margin of safety-57%
Leak Score65/100 (10/12)29/100 (5/12)
Market cap$389.1B$26.1B
Revenue growth, 5 years9.7%
Operating margin35.3%21.7%
Net margin31.3%11.3%
Return on equity65.1%6.4%
Debt to equity0.330.62
P/E54.0x44.7x
Forward P/E26.2x23.2x
P/B31.2x3.6x
Dividend yield0.4%0.2%

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