EMERSON ELECTRIC CO. vs LAM RESEARCH CORPORATION, two Industrial Machinery stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where EMR and LRCX diverge most: on p/b, EMR reads 4.45 and LRCX reads 32.14; on revenue growth, EMR reads +4.8% and LRCX reads +25.9%. The rest of the comparable metrics sit closer together. What LRCX's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | EMR | LRCX |
|---|---|---|
| Price | $161.84 | $318.81 |
| Market cap | $90.8B | $400.8B |
| Sector | Industrial Machinery | Industrial Machinery |
| Stage | Mature | Mature |
| P/E | — | 55.4 |
| P/B | 4.45 | 32.14 |
| P/S | 4.87 | 17.25 |
| EV/EBITDA | 68.6 | 46.2 |
| Revenue growth | +4.8% | +25.9% |
| Gross margin | — | 51.8% |
| Operating margin | — | 37.4% |
| Net margin | 13.8% | 31.3% |
| Return on equity | 12.6% | 58.3% |
| Return on assets | 6.1% | 30.9% |
| Return on invested capital | — | 47.0% |
| FCF yield | 3.8% | 1.2% |
| Dividend yield | 1.3% | 0.3% |
| Debt / equity | 0.64 | 0.30 |
| Current ratio | 0.90 | 2.63 |
| Altman Z (solvency) | 7.79 | 9.91 |
| Piotroski F (quality) | 8 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.