Monday, 9 November 2026
Silicon Analytica
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Financials

Sourced semiconductor company figures

Reported, calculated and third-party figures for 53 semiconductor companies, each with its period, status and source. Latest market-cap close: 5 Nov 2026. See Data & methodology.

  • ASMLASML
  • Applied MaterialsAMAT
  • Lam ResearchLRCX

3 of 3 selected. Remove a company to add another.

ASML · EQ EquipmentNext report: 27 Jan 2027
AMAT · EQ EquipmentNext report: 12 Nov 2026
LRCX · EQ EquipmentNo upcoming date listed

Valuation

Market cap

ASML. Leader.
Applied Materials.
Lam Research.

Trailing P/Elower is betterPeriods differ

ASML.
Applied Materials.
Lam Research. No dated market figure stored

P/Slower is betterPeriods differ

ASML.
Applied Materials.
Lam Research. No dated market figure stored

Growth

Revenue growth

ASML. Leader.
Applied Materials.
Lam Research.

Peer median (20 companies): 46.5% · 18 with data

Profitability

Gross margin

ASML. Leader.
Applied Materials.
Lam Research.

Peer median (20 companies): 61.9% · 19 with data

Operating margin

ASML. Leader.
Applied Materials.
Lam Research.

Peer median (20 companies): 36.8%

Net margin

ASML. Leader.
Applied Materials.
Lam Research.

Peer median (20 companies): 30.7%

Diluted EPS

ASML.
Applied Materials.
Lam Research.

EPS (basic)

ASML. Not stored for this period
Applied Materials. Not stored for this period
Lam Research.

R&D % of revenue

ASML.
Applied Materials.
Lam Research.

Peer median (20 companies): 9.9% · 18 with data

Scale

Revenue

ASML. Leader.
Applied Materials.
Lam Research.

Operating income

ASML. Leader.
Applied Materials.
Lam Research.

Net income

ASML. Leader.
Applied Materials.
Lam Research.

R&D

ASML.
Applied Materials.
Lam Research.

Capex

ASML.
Applied Materials.
Lam Research.

Free cash flow

ASML. Leader.
Applied Materials.
Lam Research.

Net cash / net debt

ASML.
Applied Materials. Leader.
Lam Research.

EmployeesPeriods differ

ASML.
Applied Materials.
Lam Research.

Shares outstandingPeriods differ

ASML.
Applied Materials.
Lam Research.
MetricASMLApplied MaterialsLam ResearchPeer median(20 companies)
Valuation
Market capLeader.
Trailing P/Elower is betterPeriods differ—
P/Slower is betterPeriods differ—
Growth
Revenue growthLeader. 46.5%18 with data
Profitability
Gross marginLeader. 61.9%19 with data
Operating marginLeader. 36.8%
Net marginLeader. 30.7%
Diluted EPS
EPS (basic)——
R&D % of revenue9.9%18 with data
Scale
RevenueLeader.
Operating incomeLeader.
Net incomeLeader.
R&D
Capex
Free cash flowLeader.
Net cash / net debtLeader.
EmployeesPeriods differ
Shares outstandingPeriods differ

Valuation

Trailing P/EMultiple (x), trailing twelve months; period under each companyApplied Materials: 43.8x · TTM · to 26 Jul 2026 (Calculated)Applied Materials43.8xTTM · to 26 Jul 2026Source: company filings, trailing twelve months · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/financials
  • Calculated Price ÷ last four reported quarters of diluted EPS. Loss-making companies show N/M.
View sources (1)

Not shown: ASML: period end not recorded; Lam Research: No dated market figure stored.

P/SMultiple (x), trailing twelve months; period under each companyApplied Materials: 13.1x · TTM · to 26 Jul 2026 (Calculated)Applied Materials13.1xTTM · to 26 Jul 2026Source: company filings, trailing twelve months · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/financials
  • Calculated Market cap ÷ trailing-twelve-month revenue.
View sources (1)

Not shown: ASML: period end not recorded; Lam Research: No dated market figure stored.

Growth

Revenue growthPercent, latest quarter; period under each companyASML: 55.2% · Q3 2026 · to 27 Sep 2026 (Calculated)ASML55.2%Q3 2026 · to 27 Sep 2…Applied Materials: 24.8% · Q3 FY2026 · to 26 Jul 2026 (Calculated)Applied Materials24.8%Q3 FY2026 · to 26 Jul…Lam Research: 54.4% · Q1 FY2027 · to 27 Sep 2026 (Calculated)Lam Research54.4%Q1 FY2027 · to 27 Sep…Peer median (20 companies) 46.5%Source: company filings, latest quarter · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/financials
  • Calculated Change versus the same period a year earlier.
View sources (3)

Profitability

Gross marginPercent, latest quarter; period under each companyASML: 57.5% · Q3 2026 · to 27 Sep 2026 (Reported)ASML57.5%Q3 2026 · to 27 Sep 2…Applied Materials: 50.3% · Q3 FY2026 · to 26 Jul 2026 (Calculated)Applied Materials50.3%Q3 FY2026 · to 26 Jul…Lam Research: 52.3% · Q1 FY2027 · to 27 Sep 2026 (Calculated)Lam Research52.3%Q1 FY2027 · to 27 Sep…Peer median (20 companies) 61.9%Source: company filings, latest quarter · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/financials
  • Calculated Gross profit ÷ revenue, GAAP/IFRS unless labelled otherwise.
View sources (3)
Operating marginPercent, latest quarter; period under each companyASML: 44.4% · Q3 2026 · to 27 Sep 2026 (Calculated)ASML44.4%Q3 2026 · to 27 Sep 2…Applied Materials: 33.7% · Q3 FY2026 · to 26 Jul 2026 (Calculated)Applied Materials33.7%Q3 FY2026 · to 26 Jul…Lam Research: 40.0% · Q1 FY2027 · to 27 Sep 2026 (Calculated)Lam Research40.0%Q1 FY2027 · to 27 Sep…Peer median (20 companies) 36.8%Source: company filings, latest quarter · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/financials
  • Calculated Operating income ÷ revenue, GAAP/IFRS unless labelled otherwise.
View sources (3)
Net marginPercent, latest quarter; period under each companyASML: 42.5% · Q3 2026 · to 27 Sep 2026 (Calculated)ASML42.5%Q3 2026 · to 27 Sep 2…Applied Materials: 27.8% · Q3 FY2026 · to 26 Jul 2026 (Calculated)Applied Materials27.8%Q3 FY2026 · to 26 Jul…Lam Research: 33.5% · Q1 FY2027 · to 27 Sep 2026 (Calculated)Lam Research33.5%Q1 FY2027 · to 27 Sep…Peer median (20 companies) 30.7%Source: company filings, latest quarter · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/financials
  • Calculated Net income ÷ revenue for the same period (Silicon Analytica calculation unless the company states it).
View sources (3)
R&D % of revenuePercent, latest quarter; period under each companyASML: 10.1% · Q3 2026 · to 27 Sep 2026 (Calculated)ASML10.1%Q3 2026 · to 27 Sep 2…Applied Materials: 12.1% · Q3 FY2026 · to 26 Jul 2026 (Calculated)Applied Materials12.1%Q3 FY2026 · to 26 Jul…Lam Research: 8.1% · Q1 FY2027 · to 27 Sep 2026 (Calculated)Lam Research8.1%Q1 FY2027 · to 27 Sep…Peer median (20 companies) 9.9%Source: company filings, latest quarter · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/financials
  • Calculated R&D ÷ revenue for the same period.
View sources (3)

Scale

RevenueUS$, latest quarter; period under each companyASML: ≈US$13.1B · Q3 2026 · to 27 Sep 2026 (Reported, approximate US$)ASML≈US$13.1BQ3 2026 · to 27 Sep 2…Applied Materials: US$9.1B · Q3 FY2026 · to 26 Jul 2026 (Reported)Applied MaterialsUS$9.1BQ3 FY2026 · to 26 Jul…Lam Research: US$8.2B · Q1 FY2027 · to 27 Sep 2026 (Reported)Lam ResearchUS$8.2BQ1 FY2027 · to 27 Sep…Source: company filings, latest quarter · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/financials
  • Calculated ≈US$ for non-US$ reporters uses the stored conversion for each value; reporting-currency figures are in the table view.
View sources (3)

Revenue mix

ASML

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Applied Materials

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Lam Research

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Each company's own classification and latest fiscal year with a stored split; categories differ between companies and are never added together.

Period ends — ASML: 27 Sep 2026 · Applied Materials: 26 Jul 2026 · Lam Research: 27 Sep 2026. Valuation multiples remain trailing.

Copper underline: the leader among values for comparable periods. Higher is better, except P/E and P/S, where the lower positive multiple leads. R&D, capex, employees and shares have no leader. Peer median uses the latest quarter of the 20 covered companies and is shown for ratios only. “—” means neither the figure nor its inputs are stored; hover or tap for the missing input. Values marked Calculated are Silicon Analytica calculations from stored reported figures.

How to read this comparison

Business models. These companies share the equipment model and are broadly comparable, subject to product mix and definitions. ASML supplies production or test equipment and services; customer investment and installed-base demand drive revenue; Applied Materials supplies production or test equipment and services; customer investment and installed-base demand drive revenue; Lam Research supplies production or test equipment and services; customer investment and installed-base demand drive revenue.

Cyclicality. ASML (equipment) · Applied Materials (equipment) · Lam Research (equipment): earnings are sensitive to capacity, utilisation and the investment or demand cycle. Trailing multiples can be distorted by peak or trough earnings.

Accounting and periods. Latest reported quarter ends — ASML: 2026-09-27 · Applied Materials: 2026-07-26 · Lam Research: 2026-09-27. Each value retains its period, status and source; adjusted measures remain separate. Same-mode periods within 100 days are compared; valuation multiples remain trailing.