Botfet / Company detail
LRCX
approvedLam Research
AI/compute
Moat score86out of 100
The numbers
Financial metrics
Roic40.8%
Gross Margin50.5%
Revenue Cagr7.8%
Fcf Conversion67.3%
Fcf Yield1.6%
Interest Coverage0.0x
Market Cap B$299.3B
Pe34.1
Quality PassPass
Founder LedNo
Thesis AlignedYes
Moat Quant66
Why it may endure
Moat breakdown
Market Share Stability12
Network Effects16
Pricing Power20
Regulatory Moat6
Switching Costs12
Conviction6/10
Leadership7/10
Vision7/10