LRCX vs TSM: Which Is the Better Dividend Stock?
As of July 2026, LRCX (Lam Research Corporation) screens as the stronger dividend stock, winning 5 of 8 head-to-head metrics. TSM offers the higher yield at 0.95%, LRCX has the higher dividend-safety score, and TSM trades at the larger discount to fair value (+18%).
| Metric | LRCX | TSM |
|---|---|---|
| Forward yield | 0.33% | 0.95% |
| Annual dividend | $1.04 | $3.79 |
| Payout ratio | 19% | 26% |
| Years of growth | 11 yr | 2 yr |
| 5-yr dividend growth | 14.9% | 12.8% |
| 5-yr total return | 418% | 235% |
| Dividend safety score | 89 (A) | 68 (B) |
| Fair value estimate | $186.69 | $471.14 |
| Upside to fair value | -40% | +18% |
| Frequency | quarterly | quarterly |
| Market cap | $383.6B | $2.1T |
| P/E ratio | 59.2 | 29.8 |
Higher yield
TSM
0.95%
Safer dividend
LRCX
Grade A
Faster growth
LRCX
14.9%
Better value
TSM
+18% upside
LRCX vs TSM — FAQ
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