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

Onto Innovation Inc.

NYSE
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Lam Research Corporation

NASDAQ
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TLDR: Quick Comparison Summary

Based on 21 vital metrics comparison: Onto Innovation Inc. wins in 6 metrics, Lam Research Corporation wins in 14 metrics, with 0 ties. Lam Research Corporation appears stronger overall.

View Metrics Details

Vital Metrics Comparison

Metric Onto Innovation Inc. Lam Research Corporation Better
P/E Ratio (TTM) 103.98 54.64 Lam Research Corporation
Price-to-Book Ratio 6.86 32.75 Onto Innovation Inc.
Debt-to-Equity Ratio 0.83 44.20 Onto Innovation Inc.
PEG Ratio -1.32 1.49 Lam Research Corporation
EV/EBITDA 50.49 43.71 Lam Research Corporation
Profit Margin (TTM) 13.60% 30.22% Lam Research Corporation
Operating Margin (TTM) 20.86% 33.87% Lam Research Corporation
EBITDA Margin (TTM) 20.86% 33.87% Lam Research Corporation
Return on Equity 6.79% 65.57% Lam Research Corporation
Return on Assets (TTM) 5.93% 21.05% Lam Research Corporation
Free Cash Flow (TTM) $299.80M $5.41B Lam Research Corporation
Dividend Yield N/A 0.55% N/A
1-Year Return 180.88% 293.84% Lam Research Corporation
Price-to-Sales Ratio (TTM) 14.36 16.22 Onto Innovation Inc.
Enterprise Value $13.80B $320.95B Lam Research Corporation
EV/Revenue Ratio 13.73 15.61 Onto Innovation Inc.
Gross Profit Margin (TTM) 46.39% 49.60% Lam Research Corporation
Revenue per Share (TTM) $20 $16 Onto Innovation Inc.
Earnings per Share (Diluted) $2.79 $4.86 Lam Research Corporation
Beta (Stock Volatility) 1.47 1.79 Onto Innovation Inc.
Short % of Float 3.42% 2.50% Lam Research Corporation

Onto Innovation Inc. vs Lam Research Corporation Stock Performance Analysis

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ONTO
LRCX

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Onto Innovation Inc.0.70%4.90%-6.53%34.93%77.07%68.79%
Lam Research Corporation2.78%7.77%32.93%58.19%115.15%85.73%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Onto Innovation Inc.180.88%140.85%258.82%684.21%684.21%684.21%
Lam Research Corporation293.84%418.46%385.55%3,728.88%6,847.16%6,939.38%

Performance & Financial Health Analysis: Onto Innovation Inc. vs Lam Research Corporation

MetricONTOLRCX
Market Information
Market Cap i$14.54B$324.76B
Market Cap CategoryLarge capMega cap
10 Day Avg. Volume i918,6668,724,462
90 Day Avg. Volume i781,9329,726,287
Last Close$279.98$343.71
52 Week Range$89.40 - $316.00$81.95 - $346.18
% from 52W High-11.40%-0.71%
All-Time High$316.00 (Apr 24, 2026)$346.18 (Jun 03, 2026)
% from All-Time High-11.40%-0.71%
Growth Metrics
Quarterly Revenue Growth0.01%0.22%
Quarterly Earnings Growth-0.78%0.34%
Financial Health
Profit Margin (TTM) i0.14%0.30%
Operating Margin (TTM) i0.21%0.34%
Return on Equity (TTM) i0.07%0.66%
Debt to Equity (MRQ) i0.8344.20
Cash & Liquidity
Book Value per Share (MRQ)$42.27$8.11
Cash per Share (MRQ)$12.87$4.95
Operating Cash Flow (TTM) i$328.32M$7.12B
Levered Free Cash Flow (TTM) i$237.39M$4.82B
Dividends
Last 12-Month Dividend Yield iN/A0.55%
Last 12-Month Dividend iN/A$1.24

Valuation & Enterprise Metrics Analysis: Onto Innovation Inc. vs Lam Research Corporation

MetricONTO (Apr 24, 2026)LRCX (Apr 24, 2026)
Price Ratios
P/E Ratio (TTM) i103.9854.64
Forward P/E i32.0037.12
PEG Ratio i-1.321.49
Price to Sales (TTM) i14.3616.22
Price to Book (MRQ) i6.8632.75
Market Capitalization
Market Capitalization i$14.54B$324.76B
Enterprise Value i$13.80B$320.95B
Enterprise Value Metrics
Enterprise to Revenue i13.7315.61
Enterprise to EBITDA i50.4943.71
Risk & Other Metrics
Beta i1.471.79
Book Value per Share (MRQ) i$42.27$8.11

Financial Statements Comparison: Onto Innovation Inc. vs Lam Research Corporation

Financial Metrics

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Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

Financial Statements Comparison

Income Statement

MetricONTO (2025)LRCX (2025)
Revenue/Sales i1.01B18.44B
Cost of Goods Sold i505.49M9.46B
COGS % of Revenue i50.3%51.3%
Gross Profit i499.77M8.98B
Gross Margin i49.7%48.7%
Research & Development i131.98M2.10B
Operating Income (EBIT) i151.35M5.90B
Operating Margin i15.1%32.0%
EBITDA i234.65M6.55B
EBITDA Margin i23.3%35.5%
Pre-Tax Income i162.90M5.96B
Pre-Tax Income % of Revenue i16.2%32.3%
Income Tax i26.14M599.91M
Income Tax % of Revenue i2.6%3.3%
Net Income (Profit) i136.76M5.36B
Profit Margin i13.6%29.1%

Balance Sheet & Liquidity Metrics

MetricONTO (2025)LRCX (2025)
Cash & Equivalents i346.12M6.39B
Total Current Assets i1.27B14.52B
Total Current Assets % of Revenue i126.1%78.7%
Total Current Liabilities i218.95M6.57B
Total Current Liabilities % of Revenue i21.8%35.6%
Long-Term Debt i11.26M3.73B
Long-Term Debt % of Revenue i1.1%20.2%
Total Shareholders Equity i2.10B9.86B
Retained Earnings i743.79M28.99B
Retained Earnings % of Revenue i74.0%157.2%
Property, Plant & Equipment i16.25M23.22M

Cash Flow Statement Comparison

MetricONTO (2025)LRCX (2025)
Operating Cash Flow i328.03M6.05B
Operating Cash Flow % of Revenue i32.6%32.8%
Capital Expenditures i-28.51MN/A
Free Cash Flow i299.80M5.41B
FCF Margin i29.8%29.4%
Debt Repayment iN/A-507.49M
Common Stock Repurchase i-75.02M-3.42B

Short Interest & Institutional Ownership Analysis

MetricONTOLRCX
Shares Short i1.34M27.97M
Short Ratio i1.732.68
Short % of Float i3.42%2.50%
Shares Outstanding i49.70M1.25B
Float Shares i49.36M1.24B
% Held by Insiders i0.65%0.29%
% Held by Institutions i98.85%89.09%
% Held by Public i0.50%10.62%

Dividend Analysis & Yield Comparison: Onto Innovation Inc. vs Lam Research Corporation

MetricONTOLRCX
Last 12-Month Dividend iN/A$1.24
Last 12-Month Dividend Yield iN/A0.55%
3-Year Avg Annual Dividend iN/A$0.95
3-Year Avg Dividend Yield iN/A0.25%
3-Year Total Dividends iN/A$2.84
Ex-Dividend DateN/AMar 04, 2026