Lam Research Corporation (LRCX) – Raising TP based on robust demand in foundry and growth in memory segment

in Technology, Semiconductors on February 28, 2021

On the foundry segment side spending remains robust. LRCX concluded 2020 with a record level of revenue dollars in this segment. The majority of the investments in the December quarter were concentrated  at the leading edge 7 and 5 nanometer nodes.

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 : 36

Release Information

  • Released
    :

    February 28, 2021

  • Last Updated
    :

    March 1, 2021