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LRCX.BA$8450.00+0.00%
Fair $8450.00+0.0%

LRCX.BA

Lam Research Corporation

Technology / Semiconductor Equipment & MaterialsBuenos Aires

$8450.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $8450.00Fund rank 37/100 · Data gapFallback financials|
SA 50/C
F-Score: 8/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.7B · quality 76.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

50/100

C

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · LRCX.BALocal privado en este navegador · Lam Research Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$591.77T

P/E

2.2x

↓

EV/EBITDA

93596.5x

↑

ROE

54.3%

↑

Gross Margin

48.7%

↑

Debt/Equity

0.45

↑
52-Week Range$8450
$8200$8545

TradingView lightweight chart

LRCX.BA price, volumen y niveles de valoración

Último $8,450Periodo +0.0%
Fair value: $8,450

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+2.3%

FCF CAGR

+28.5%

FCF margin

29.4%

FCF / Net income

1.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.44B · net income $5.36B · FCF $5.41B

2022-FY → 2025-FY

Gross margin

48.7%+3.0% pts

Operating margin

32.0%+0.8% pts

Net margin

29.1%+2.3% pts

FCF margin

29.4%+14.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$18.44B$18.44B$14.91B$17.43B$17.23B
Net Income$5.36B$5.36B$3.83B$4.51B$4.61B
EBITDA$6.52B$6.52B$4.91B$5.64B$5.71B
EPS0.070.070.050.060.06
Gross Margin48.7%48.7%47.3%44.6%45.7%
Operating Margin32.0%32.0%28.7%29.9%31.2%
Net Margin29.1%29.1%25.7%25.9%26.7%
Balance Sheet
Debt/Equity0.450.450.580.610.80
Current Ratio2.542.54———
Cash Flow
Free Cash Flow$5.41B$5.41B$4.26B$4.68B$2.55B
Returns
ROE54.3%54.3%44.8%54.9%73.4%
Valuation
P/E2.172.17———
EV/EBITDA93596.4993596.49———
P/B61906.1861906.18———
Growth & Yield
Revenue Growth23.7%23.7%-14.5%1.2%—
EPS Growth43.1%43.1%-12.7%1.4%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

2062.9%

muy exigente

EPS terminal req.

$749.80

Spread vs growth

-2019.8%

5Y implied EPS CAGR

557.0%

muy exigente

EPS terminal req.

$907.25

Spread vs growth

-513.9%

10Y implied EPS CAGR

168.8%

muy exigente

EPS terminal req.

$1461.14

Spread vs growth

-125.7%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · available periodreconcilia total +0.0%

Total return

+0.0%

Start / end P/E

163171.5x → 114024.3x

EPS bridge

0.05 → 0.07

Residual

-13.0%

EPS growth+43.1%
Multiple rerating-30.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-13.0%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.