Compare · LRCX vs WSO
LRCX vs WSO
Side-by-side comparison of Lam Research Corporation (LRCX) and Watsco Inc. (WSO): market cap, price performance, sector, and recent activity on the wire.
Summary
- LRCX operates in Technology, while WSO operates in Consumer Discretionary - the two are in different parts of the market.
- LRCX is the larger of the two at $359.06B, about 29.5x WSO ($12.17B).
- Both names hit the wire about 4 times in the past 4 weeks.
- LRCX has more recent analyst coverage (25 ratings vs 17 for WSO).
- Company
- Lam Research Corporation
- Watsco Inc.
- Price
- $277.46-3.23%
- $299.47+1.42%
- Market cap
- $359.06B
- $12.17B
- 1M return
- -
- -
- 1Y return
- -
- -
- Industry
- Industrial Machinery/Components
- Industrial Machinery/Components
- Exchange
- NASDAQ
- NYSE
- IPO
- 1984
- News (4w)
- 4
- 4
- Recent ratings
- 25
- 17
Lam Research Corporation
Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SOLA ultraviolet thermal processing products for film treatments; and VECTOR plasma-enhanced CVD ALD products. It also provides SPEED gapfill high-density plasma chemical vapor deposition products; and Striker single-wafer atomic layer deposition products for dielectric film solutions. In addition, the company offers Flex for dielectric etch applications; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes. Further, it provides Coronus bevel clean products to enhance die yield; Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications; and Metryx mass metrology systems for high precision in-line mass measurement in semiconductor wafer manufacturing. The company sells its products and services to semiconductors industry in the United States, China, Europe, Japan, Korea, Southeast Asia, Taiwan, and internationally. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.
Watsco Inc.
Watsco, Inc., together with its subsidiaries, distributes air conditioning, heating, and refrigeration equipment; and related parts and supplies in the United States, Canada, Mexico, and Puerto Rico. It offers residential ducted and ductless air conditioners, including gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment. The company also provides parts comprising replacement compressors, evaporator coils, motors, and other component parts; and supplies, such as thermostats, insulation materials, refrigerants, ductworks, grills, registers, sheet metals, tools, copper tubing, concrete pads, tapes, adhesives, and other ancillary supplies, as well as plumbing and bathroom remodeling supplies. It serves contractors and dealers that service the replacement and new construction markets for residential and light commercial central air conditioning, heating, and refrigeration systems. In addition, the company exports its products to Latin America and the Caribbean Basin. Watsco, Inc. was founded in 1945 and is headquartered in Miami, Florida.
Latest LRCX
- Lam Research Corporation Announces September Quarter Financial Conference Call
- SEC Form DEFA14A filed by Lam Research Corporation
- SEC Form DEF 14A filed by Lam Research Corporation
- Wafer Inspection Equipment Market Growth — Why AI Chip Production Is Driving Demand
- President and CEO Archer Timothy exercised 30,000 shares at a strike of $30.03 and sold $9,577,800 worth of shares (30,000 units at $319.26) as part of a pre-agreed trading plan (SEC Form 4)
- Director Mayer Bethany sold $3,007,970 worth of shares (9,557 units at $314.74) (SEC Form 4)
- Senior Vice President Varadarajan Seshasayee sold $17,406,370 worth of shares (59,750 units at $291.32) as part of a pre-agreed trading plan and exercised 39,750 shares at a strike of $39.25, decreasing direct ownership by 9% to 205,546 units (SEC Form 4)
- Chief Legal Officer Harter Ava sold $1,512,300 worth of shares (5,000 units at $302.46) as part of a pre-agreed trading plan, decreasing direct ownership by 11% to 42,462 units (SEC Form 4)
- Lam Research Announces Retirement of Michael R. Cannon and Sohail U. Ahmed from Board of Directors
- Lam Research Corporation filed SEC Form 8-K: Leadership Update
Latest WSO
- BBH Capital Partners Private Equity Exits The Granite Group
- Watsco Completes Acquisition of The Granite Group, Distributor of Plumbing and HVAC Products with $500 Million in Revenue Throughout the Northeast
- Watsco Schedules Third Quarter Conference Call On Tuesday, October 27, 2026 at 10:00 a.m. (EDT)
- Watsco Declares $3.30 Quarterly Dividend
- Watsco to Present at the 14th Annual Morgan Stanley Laguna Conference on September 16, 2026 at 4:05 p.m. PDT
- Bloomberg 500 (B500) Index Adds Ten Securities Following September Reconstitution
- Watsco Second Quarter Results Reflect Further Industry Stabilization, Strong E-Commerce Sales Growth and Continued Operating Efficiency
- Watsco Schedules Second Quarter Conference Call on Wednesday, July 29, 2026 at 10:00 a.m. (EDT)
- DA Davidson initiated coverage on Watsco with a new price target
- Watsco Completes Acquisition of Jackson Supply Company