Lam Research Corporation (LRCX) – Increased WFE spending in anticipation of future demand

The company is seeing leading edge investments focused on 5 nanometer as well as spending related to mature technology nodes required to meet higher demand for specialty or consumer oriented integrated circuits.

Highlights 

Valuation

– Enterprise Value
– CrispIdea Forecast
– Economic Value Added Analysis
– Discounted Cash Flow Analysis
– P/E Analysis
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– Du Pont Analysis
– ROIC & ROCE Analysis
– Segment Performance
– Key Metrics
– M&A Deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

 Ownership

Stock Price Performance 

CrispIdea Coverage 

No of Pages : 33