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Lam Research Corporation
LRCXTechnologyNASDAQUS
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Estimates, scoring, valuation assumptions, and peer comparison in one research surface.
Change the assumptions to see how revenue growth, margins, and exit multiples can move fair value.
| Year | Revenue | Margin | Profit | Free cash flow | Present value |
|---|---|---|---|---|---|
| 2026 | $18.44B | 29.1% | $5.36B | $5.42B | N/A |
| 2027 | $24.72B | 29.1% | $7.19B | $7.27B | $6.61B |
| 2028 | $33.15B | 29.1% | $9.65B | $9.75B | $8.06B |
| 2029 | $44.46B | 29.1% | $12.94B | $13.07B | $9.82B |
| 2030 | $59.62B | 29.1% | $17.35B | $17.53B | $11.97B |
| 2031 | $79.95B | 29.1% | $23.26B | $23.50B | $14.59B |
Projects EPS forward, applies an exit P/E, then discounts the result back to today.
| Base EPS | $4.15 | 2025-06-29 |
| EPS growth | +43.3% | Forecast years: 5 |
| Future EPS | $25.077 | EPS × (1 + G)^5 |
| Base P/E | 23.4 | P/E |
| Future price | $586.81 | Future EPS × P/E |
| Fair value today | $364.36 | PV @ 10.0% |
| 30% safety price | $255.05 | Margin of safety |
| 50% safety price | $182.18 | Margin of safety |
| Discount rate \\ Terminal growth | 1.5% | 2.5% | 3.5% |
|---|---|---|---|
| 9.0% | $632.36 | $715.11 | $827.95 |
| 10.0% | $549.82 | $610.83 | $690.60 |
| 11.0% | $484.94 | $531.39 | $590.23 |