Clear leader
9 companies value 8.2 tn revenue 492 bn margin 45.9% free cash flow 177 bn avg. score 2.8
NVDA holds 63.8% of the group's value, 3.3x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA United States · score 6.8 | 64% | 5.2 tn | 303 bn | 63.7% | 127 bn | 2.4% | 0.1% | AI chips and computing platforms · ~90% of the AI chip market; the CUDA ecosystem and its barrier to entry | |
| 2 | AVGO | Broadcom United States · score 6.7 | 20% | 1.6 tn | 89 bn | 42.9% | 39 bn | 2.5% | 0.8% | Networking semiconductors and infrastructure software · Leader in custom AI chips and infrastructure software (VMware) | |
| 3 | AMD | Advanced Micro Devices United States · score 6.4 | 11% | 878 bn | 41 bn | 15.6% | 8.4 bn | 1.0% | — | Processors, graphics cards and data center chips · The only real alternative to NVIDIA in data center GPUs and to Intel in servers | |
| 4 | INTC | Intel United States · score 2.0 | 6% | 464 bn | 57 bn | -19.8% | 2.8 bn | 0.6% | — | Processors, data center chips and foundry services · The only US maker of advanced chips; a turnaround bet with government backing | |
| 5 | CBRS | Cerebras Systems Inc. United States · score 0.4 | 0% | 29 bn | 0.7 bn | -75.3% | -0.7 bn | -2.4% | — | Chips and cloud for artificial intelligence · California — revenue of $681m | |
| 6 | AMBA | AMBARELLA INC United States · score 2.5 | 0% | 2.8 bn | 0.4 bn | -13.5% | 0.0 bn | 0.4% | — | Low-power chips and software for edge AI and vision · California — revenue of $418m | |
| 7 | AMBQ | Ambiq Micro, Inc. United States · score 0.4 | 0% | 1.2 bn | 0.1 bn | -37.8% | -0.0 bn | -2.5% | — | Ultra-low-power semiconductors for edge AI · Texas — revenue of $98m | |
| 8 | BZAI | Blaize Holdings, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.1 bn | -160.9% | -0.1 bn | -227.9% | — | AI computing with its own hardware and software · California — revenue of $50m | |
| 9 | RKTO | Rocket One Inc. United States · score 0.0 | 0% | 0.0 bn | — | — | -0.0 bn | -86.0% | — | Nanomagnetic and spintronic computing for ultra-low-power AI, former biopharma · New Jersey |
Other industries in the same sector
- Sector overview
- Hardware and devices 18 companies
- Infrastructure and cloud software 5 companies
- Semiconductor foundries 4 companies
- Memory 4 companies
- Semiconductor equipment 13 companies
- Networking equipment 30 companies
- Enterprise software (SaaS) 38 companies
- Cybersecurity 20 companies
- Data and analytics 25 companies
- Analog and industrial semiconductors 19 companies
- IT services and consulting 46 companies
- Data storage 6 companies
and 31 industries more
- Electronic components and connectors 27 companies
- Connectivity and networking chips 6 companies
- Semiconductor IP 7 companies
- Design and engineering software 7 companies
- E-commerce platforms 9 companies
- RF and mobile chips 8 companies
- Chip testing and packaging 13 companies
- Measurement and test instruments 30 companies
- Internet infrastructure and CDN 9 companies
- Vertical software 36 companies
- Optics and photonics 14 companies
- Creative and document software 9 companies
- Electronics contract manufacturing 10 companies
- Digital advertising (adtech) 37 companies
- AI servers 5 companies
- Power semiconductors 8 companies
- Government and finance software 18 companies
- GPU cloud (neoclouds) 20 companies
- Communication and collaboration 14 companies
- HR and finance software 12 companies
- Identity and access management 10 companies
- Databases and developer tools 4 companies
- Quantum computing 9 companies
- Backup and data protection 3 companies
- Marketing software 13 companies
- Logistics software 8 companies
- Programmable chips 3 companies
- Game engines and tools 2 companies
- ATMs and retail automation 9 companies
- Printing and office equipment 7 companies
- Industrial robotics 1 company
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.