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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 $379.27B, about 25.1x WSO ($15.10B).
  • Over the past year, LRCX is up 243.6% and WSO is down 16.5% - LRCX leads by 260.1 points.
  • LRCX has been more active in the news (4 items in the past 4 weeks vs 1 for WSO).
  • LRCX has more recent analyst coverage (25 ratings vs 16 for WSO).
PerformanceLRCX+243.60%WSO-16.50%
2025-06-09+0.00%2026-06-05
MetricLRCXWSO
Company
Lam Research Corporation
Watsco Inc.
Price
-
-
Market cap
$379.27B
$15.10B
1M return
+2.09%
-14.23%
1Y return
+243.60%
-16.50%
Industry
Industrial Machinery/Components
Industrial Machinery/Components
Exchange
NASDAQ
NYSE
IPO
1984
News (4w)
4
1
Recent ratings
25
16
LRCX

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.

WSO

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.

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