Onto Innovation [ONTO] vs Lam Research [LRCX] Detailed Stock Comparison

TLDR: Quick Comparison Summary

Based on 20 vital metrics comparison: Onto Innovation wins in 8 metrics, Lam Research wins in 11 metrics, with 0 ties. Lam Research appears stronger overall.

View Metrics Details

Vital Metrics Comparison

MetricOnto InnovationLam ResearchBetter
P/E Ratio (TTM)35.5735.13Lam Research
Price-to-Book Ratio3.5818.76Onto Innovation
Debt-to-Equity Ratio0.6848.23Onto Innovation
PEG Ratio-1.000.48Onto Innovation
EV/EBITDA23.2029.09Onto Innovation
Profit Margin (TTM)19.29%29.07%Lam Research
Operating Margin (TTM)19.10%33.67%Lam Research
EBITDA Margin (TTM)19.10%33.67%Lam Research
Return on Equity10.53%58.24%Lam Research
Return on Assets (TTM)6.31%18.40%Lam Research
Free Cash Flow (TTM)$213.77M$5.41BLam Research
Dividend YieldN/A1.21%N/A
1-Year Return-33.28%79.94%Lam Research
Price-to-Sales Ratio (TTM)6.809.97Onto Innovation
Enterprise Value$6.16B$182.91BLam Research
EV/Revenue Ratio5.959.92Onto Innovation
Gross Profit Margin (TTM)48.16%50.08%Lam Research
Revenue per Share (TTM)$21$14Onto Innovation
Earnings per Share (Diluted)$4.04$4.15Lam Research
Beta (Stock Volatility)1.601.84Onto Innovation
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends

Onto Innovation vs Lam Research Stock Performance Analysis

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Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Onto Innovation1.11%11.43%40.21%47.21%30.14%-15.23%
Lam Research2.29%13.78%41.95%51.98%139.79%105.89%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Onto Innovation-33.28%146.10%327.23%341.24%341.24%341.24%
Lam Research79.94%373.49%308.63%2,083.75%3,502.66%4,365.57%

News Based Sentiment: Onto Innovation vs Lam Research

Onto Innovation

News based Sentiment: MIXED

October presented a mixed bag for Onto Innovation, with strong stock performance and AI recognition offset by lowered earnings estimates and analyst caution. The company is navigating a volatile market and facing short-term headwinds despite long-term potential, making it a moderately significant month for investors.

View Onto Innovation News Sentiment Analysis

Lam Research

News based Sentiment: POSITIVE

Lam Research reported a significant earnings beat and launched innovative new technologies, signaling strong growth potential. While regulatory concerns in China exist, the overall narrative is positive, driven by robust financial performance, increased institutional investment, and a commitment to cutting-edge chip packaging solutions.

View Lam Research News Sentiment Analysis

Performance & Financial Health Analysis: Onto Innovation vs Lam Research

MetricONTOLRCX
Market Information
Market Cap i$7.04B$184.81B
Market Cap CategoryMid capLarge cap
10 Day Avg. Volume i1,692,01211,857,790
90 Day Avg. Volume i1,495,15411,417,553
Last Close$145.30$149.15
52 Week Range$85.88 - $228.42$56.32 - $153.70
% from 52W High-36.39%-2.96%
All-Time High$238.93 (Jul 15, 2024)$153.70 (Oct 06, 2025)
% from All-Time High-39.19%-2.96%
Growth Metrics
Quarterly Revenue Growth0.05%0.34%
Quarterly Earnings Growth-0.36%0.69%
Financial Health
Profit Margin (TTM) i0.19%0.29%
Operating Margin (TTM) i0.19%0.34%
Return on Equity (TTM) i0.11%0.58%
Debt to Equity (MRQ) i0.6848.23
Cash & Liquidity
Book Value per Share (MRQ)$40.12$7.77
Cash per Share (MRQ)$18.26$5.05
Operating Cash Flow (TTM) i$273.17M$6.17B
Levered Free Cash Flow (TTM) i$187.12M$4.42B
Dividends
Last 12-Month Dividend Yield iN/A1.21%
Last 12-Month Dividend iN/A$1.18

Valuation & Enterprise Metrics Analysis: Onto Innovation vs Lam Research

MetricONTOLRCX
Price Ratios
P/E Ratio (TTM) i35.5735.13
Forward P/E i21.4234.15
PEG Ratio i-1.000.48
Price to Sales (TTM) i6.809.97
Price to Book (MRQ) i3.5818.76
Market Capitalization
Market Capitalization i$7.04B$184.81B
Enterprise Value i$6.16B$182.91B
Enterprise Value Metrics
Enterprise to Revenue i5.959.92
Enterprise to EBITDA i23.2029.09
Risk & Other Metrics
Beta i1.601.84
Book Value per Share (MRQ) i$40.12$7.77

Financial Statements Comparison: Onto Innovation vs Lam Research

Financial Metrics

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Revenue

EBITDA

Shareholders Equity

Operating Margin

Free Cash Flow

Long Term Debt

Profit Margin

Current Ratio

Operating Cash Flow

Income Statement (MRQ)

Metric (MRQ)ONTOLRCX
Revenue/Sales i$253.60M$5.17B
Cost of Goods Sold i$131.48M$2.58B
Gross Profit i$122.12M$2.59B
Research & Development i$35.29M$580.18M
Operating Income (EBIT) i$38.47M$1.74B
EBITDA i$60.13M$1.93B
Pre-Tax Income i$39.74M$1.78B
Income Tax i$5.83M$58.89M
Net Income (Profit) i$33.91M$1.72B

Balance Sheet & Liquidity Metrics (MRQ)

Metric (MRQ)ONTOLRCX
Cash & Equivalents i$203.73M$6.39B
Total Current Assets i$1.47B$14.52B
Total Current Liabilities i$174.48M$6.57B
Long-Term Debt i$8.66M$3.73B
Total Shareholders Equity i$1.92B$9.86B
Retained Earnings i$671.12M$28.99B
Property, Plant & Equipment i$13.49M$23.22M

Cash Flow Statement Comparison (MRQ)

Metric (MRQ)ONTOLRCX
Operating Cash Flow i$81.15M$1.78B
Capital Expenditures i$-8.23MN/A
Free Cash Flow i$83.75M$2.38B
Debt Repayment iN/A$-1.49M
Common Stock Repurchase i$-75.02M$-1.29B

Short Interest & Institutional Ownership Analysis

MetricONTOLRCX
Shares Short i2.20M31.12M
Short Ratio i2.092.72
Short % of Float i0.06%0.03%
Average Daily Volume (10 Day) i1,692,01211,857,790
Average Daily Volume (90 Day) i1,495,15411,417,553
Shares Outstanding i49.24M1.27B
Float Shares i48.60M1.26B
% Held by Insiders i0.01%0.00%
% Held by Institutions i1.03%0.89%

Dividend Analysis & Yield Comparison: Onto Innovation vs Lam Research

MetricONTOLRCX
Last 12-Month Dividend iN/A$1.18
Last 12-Month Dividend Yield iN/A1.21%
3-Year Avg Annual Dividend iN/A$0.89
3-Year Avg Dividend Yield iN/A0.29%
3-Year Total Dividends iN/A$2.66
Ex-Dividend DateN/ASep 24, 2025