Quantum-Si (NASDAQ:QSI) vs. Lam Research (NASDAQ:LRCX) Head-To-Head Comparison

Quantum-Si (NASDAQ:QSI) and Lam Research (NASDAQ:LRCX) are both computer and technology companies, but which is the better stock? We will contrast the two businesses based on the strength of their dividends, institutional ownership, valuation, earnings, analyst recommendations, profitability and risk.

Analyst Recommendations

This is a summary of recent ratings for Quantum-Si and Lam Research, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Quantum-Si	1	1	2	0	2.25
Lam Research	0	10	26	0	2.72

Quantum-Si currently has a consensus target price of $3.60, indicating a potential upside of 192.68%. Lam Research has a consensus target price of $161.21, indicating a potential downside of 9.47%. Given Quantum-Si’s higher possible upside, research analysts clearly believe Quantum-Si is more favorable than Lam Research.

Profitability

This table compares Quantum-Si and Lam Research’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Quantum-Si	-3,677.97%	-47.90%	-42.56%
Lam Research	29.66%	60.60%	28.00%

Institutional & Insider Ownership

39.9% of Quantum-Si shares are held by institutional investors. Comparatively, 84.6% of Lam Research shares are held by institutional investors. 23.0% of Quantum-Si shares are held by company insiders. Comparatively, 0.3% of Lam Research shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Earnings & Valuation

This table compares Quantum-Si and Lam Research”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Quantum-Si	$3.06 million	86.62	-$101.01 million	($0.67)	-1.84
Lam Research	$18.44 billion	12.13	$5.36 billion	$4.54	39.22

Lam Research has higher revenue and earnings than Quantum-Si. Quantum-Si is trading at a lower price-to-earnings ratio than Lam Research, indicating that it is currently the more affordable of the two stocks.

Risk & Volatility

Quantum-Si has a beta of 2.97, meaning that its share price is 197% more volatile than the S&P 500. Comparatively, Lam Research has a beta of 1.77, meaning that its share price is 77% more volatile than the S&P 500.

Summary

Lam Research beats Quantum-Si on 10 of the 14 factors compared between the two stocks.

About Quantum-Si

Quantum-Si incorporated, a life sciences company, engages in the development of single-molecule detection platform to enable Next Generation Protein Sequencing (NGPS). The company's platform is comprised of the Platinum NGPS instrument; the Platinum Analysis Software service; and reagent kits and semiconductor chips for use with its instruments. It is used in protein identification, protein variants, antibody characterization, biomarker identification, and post translational modification analysis applications. The company was founded in 2013 is headquartered in Branford, Connecticut.

About Lam Research

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. The company was incorporated in 1980 and is headquartered in Fremont, California.