NNDM vs ENTG vs MKSI vs AMAT vs LRCX

For growth investors, Nano Dimension Ltd.

(NNDM) is the stronger pick with 77. 3% revenue growth year-over-year, versus -1. 4% for Entegris, Inc. (ENTG). Applied Materials, Inc. (AMAT) offers the better valuation at 50. 3x trailing P/E (39. 3x forward), making it the more compelling value choice. Analysts rate Entegris, Inc. (ENTG) a "Buy" — based on 26 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Applied Materials, Inc.

(AMAT) is the cheapest at 50. 3x versus Entegris, Inc. at 96. 2x. On forward P/E, MKS Inc. is actually cheaper at 27. 3x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Applied Materials, Inc. wins at 2. 29x versus Lam Research Corporation's 2. 31x.

Over the past 5 years, Lam Research Corporation (LRCX) delivered a total return of +408.

0%, compared to -74. 6% for Nano Dimension Ltd. (NNDM). Over 10 years, the gap is even starker: LRCX returned +39. 2% versus NNDM's -97. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Nano Dimension Ltd.

(NNDM) is the lower-risk stock at 1. 66β versus Entegris, Inc. 's 2. 73β — meaning ENTG is approximately 64% more volatile than NNDM relative to the S&P 500. On balance sheet safety, Nano Dimension Ltd. (NNDM) carries a lower debt/equity ratio of 2% versus 173% for MKS Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Nano Dimension Ltd.

(NNDM) is pulling ahead at 77. 3% versus -1. 4% for Entegris, Inc. (ENTG). On earnings-per-share growth, the picture is similar: MKS Inc. grew EPS 55. 5% year-over-year, compared to -211. 4% for Nano Dimension Ltd.. Over a 3-year CAGR, NNDM leads at 32. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Lam Research Corporation (LRCX) is the more profitable company, earning 29.

1% net margin versus -286. 3% for Nano Dimension Ltd. — meaning it keeps 29. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LRCX leads at 32. 0% versus -89. 0% for NNDM. At the gross margin level — before operating expenses — LRCX leads at 48. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Applied Materials, Inc. (AMAT) is the more undervalued stock at a PEG of 2. 29x versus Lam Research Corporation's 2. 31x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, MKS Inc. (MKSI) trades at 27. 3x forward P/E versus 158. 0x for Nano Dimension Ltd. — 130. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ENTG: 1. 9% to $152. 00.

In this comparison, AMAT (0.

4% yield), LRCX (0. 3% yield), MKSI (0. 3% yield), ENTG (0. 3% yield) pay a dividend. NNDM does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Entegris, Inc.

(ENTG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+1051% 10Y return). Applied Materials, Inc. (AMAT) carries a higher beta of 2. 19 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (ENTG: +1051%, AMAT: +21. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: NNDM is a small-cap high-growth stock; ENTG is a mid-cap quality compounder stock; MKSI is a mid-cap quality compounder stock; AMAT is a large-cap quality compounder stock; LRCX is a large-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.