Atomera Inc (ATOM)vsLam Research Corp (LRCX)
ATOM
Atomera Inc
$3.01
+3.08%
TECHNOLOGY · Cap: $120.19M
LRCX
Lam Research Corp
$253.82
+5.39%
TECHNOLOGY · Cap: $330.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Lam Research Corp generates 10101070% more annual revenue ($23.23B vs $230,000). LRCX leads profitability with a 31.3% profit margin vs 0.0%. LRCX earns a higher WallStSmart Score of 78/100 (B+).
ATOM
Avoid30
out of 100
Grade: F
LRCX
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ATOM.
Margin of Safety
+32.1%
Fair Value
$349.79
Current Price
$253.82
$95.97 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 175.0% year-over-year
Conservative balance sheet, low leverage
Mega-cap, among the largest globally
Every $100 of equity generates 61 in profit
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 37.4%
Revenue surging 30.0% year-over-year
Safe zone — low bankruptcy risk
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 25.5x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ATOM
The strongest argument for ATOM centers on Revenue Growth, Debt/Equity. Revenue growth of 175.0% demonstrates continued momentum.
Bull Case : LRCX
The strongest argument for LRCX centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 31.3% and operating margin at 37.4%. Revenue growth of 30.0% demonstrates continued momentum.
Bear Case : ATOM
The primary concerns for ATOM are EPS Growth, Market Cap, Profit Margin.
Bear Case : LRCX
The primary concerns for LRCX are P/E Ratio, Price/Book. A P/E of 45.8x leaves little room for execution misses.
Key Dynamics to Monitor
ATOM profiles as a hypergrowth stock while LRCX is a growth play — different risk/reward profiles.
ATOM carries more volatility with a beta of 2.04 — expect wider price swings.
ATOM is growing revenue faster at 175.0% — sustainability is the question.
LRCX generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
LRCX scores higher overall (78/100 vs 30/100), backed by strong 31.3% margins and 30.0% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Atomera Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Atomera Incorporated develops, markets, and licenses proprietary materials, processes, and technologies for the semiconductor industry in North America, Europe, and Asia Pacific. The company is headquartered in Los Gatos, California.
Lam Research Corp
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Lam Research Corporation is an American corporation that engages in the design, manufacture, marketing, and service of semiconductor processing equipment used in the fabrication of integrated circuits. Its products are used primarily in front-end wafer processing, which involves the steps that create the active components of semiconductor devices (transistors, capacitors) and their wiring (interconnects). The company also builds equipment for back-end wafer-level packaging (WLP), and for related manufacturing markets such as for microelectromechanical systems (MEMS). The company is headquartered in Fremont, California, in the Silicon Valley.
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