Atomera Inc (ATOM)vsLam Research Corp (LRCX)
ATOM
Atomera Inc
$4.55
-5.60%
TECHNOLOGY · Cap: $164.46M
LRCX
Lam Research Corp
$233.45
-2.26%
TECHNOLOGY · Cap: $299.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Lam Research Corp generates 31631486% more annual revenue ($20.56B vs $65,000). LRCX leads profitability with a 30.2% profit margin vs 0.0%. LRCX earns a higher WallStSmart Score of 74/100 (B).
ATOM
Avoid26
out of 100
Grade: F
LRCX
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ATOM.
Margin of Safety
-2.4%
Fair Value
$227.92
Current Price
$233.45
$5.53 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 117.4% year-over-year
Mega-cap, among the largest globally
Every $100 of equity generates 66 in profit
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 33.9%
Safe zone — low bankruptcy risk
Revenue surging 22.1% year-over-year
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
ROE of -92.8% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 28.8x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ATOM
The strongest argument for ATOM centers on Revenue Growth. Revenue growth of 117.4% 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 30.2% and operating margin at 33.9%. Revenue growth of 22.1% 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 PEG Ratio, P/E Ratio, Price/Book. A P/E of 49.0x 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.
LRCX carries more volatility with a beta of 1.79 — expect wider price swings.
ATOM is growing revenue faster at 117.4% — sustainability is the question.
LRCX generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
LRCX scores higher overall (74/100 vs 26/100), backed by strong 30.2% margins and 22.1% 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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