Valuation models
price $239.11 · as of Nov 2, 2026
DCF · Perpetuity growth · 5yused136.97 – 174.72153.5756% overvaluedDCF · Perpetuity growth · 10y177.52 – 229.81200.4819% overvaluedDCF · EBITDA exit · 5y326.87 – 355.45340.7830% undervaluedDCF · EBITDA exit · 10y349.81 – 409.20378.1137% undervaluedP/E · peers224.83 – 277.27253.576% undervaluedP/E · own history145.06 – 242.33195.1423% overvaluedPEG—242.341% undervaluedEV/EBITDA · peers182.81 – 246.27232.223% overvaluedEV/Revenue · peers155.24 – 231.21229.114% overvaluedEarnings power value35.13 – 45.4739.62504% overvaluedDividend discount14.26 – 24.9519.091153% overvaluedWall St. consensus target—367.5035% belowCost of capital (WACC)—11.35%—
DCF · Perpetuity growth · 5y leads for a cyclical company — positive operating income and three years of positive free cash flow. How the headline model is chosen.
Model value · DCF · Perpetuity growth · 5y
153.57
Lam Research closed at $239.11 — overvalued by 56% vs model.
136.97the model's range174.72
DCF · Perpetuity growth · 5y leads for a cyclical company — positive operating income and three years of positive free cash flow. From a five-year discounted cash flow.
Other models
19.09 – 378.11
Wall St. target
367.50 35% below
Above model, 1y
88 of 88 days
How it is valued
Valued asCyclical
High revenue growth (~25% recent)High profitability (31% net margin)Moderately volatile earnings
Model estimates for research reference only, not investment advice. Every model rests on assumptions that may not match what happens; how each model works is in the manual.