Open contest
19 companies value 649 bn revenue 74 bn margin 19.0% free cash flow 18 bn avg. score 4.5
TXN holds 38.9% of the group's value, 1.3x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TXN | Texas Instruments United States · score 6.5 | 39% | 252 bn | 19 bn | 31.1% | 5.4 bn | 2.1% | 2.0% | Analog and embedded processing semiconductors · Leader in analog chips; its own fabs and a long record of returning cash | |
| 2 | ADI | Analog Devices United States · score 6.6 | 30% | 191 bn | 14 bn | 29.8% | 4.9 bn | 2.6% | 1.1% | Analog, mixed-signal and power semiconductors · Leader in high-performance signal processing; very high margins | |
| 3 | NXPI | NXP Semiconductors Netherlands · score 6.5 | 9% | 58 bn | 13 bn | 22.6% | 2.8 bn | 4.8% | 1.8% | Semiconductors for automotive, industrial and identification · Leader in automotive and identification chips | |
| 4 | STM | STMicroelectronics Switzerland/France · score 6.6 | 6% | 41 bn | 12 bn | 1.4% | 2.1 bn | 5.3% | 0.8% | Semiconductors for automotive and industrial, from Switzerland · Major European supplier to the automotive and industrial markets | |
| 5 | MCHP | Microchip Technology United States · score 5.8 | 6% | 40 bn | 5.1 bn | 9.3% | 1.1 bn | 2.7% | 2.4% | Microcontrollers and embedded control chips · Microcontrollers for industrial and automotive | |
| 6 | SITM | SITIME Corp United States · score 3.3 | 2% | 15 bn | 0.5 bn | 3.0% | 0.1 bn | 0.6% | — | Precision timing solutions for the electronics industry · California — revenue of $468m | |
| 7 | SMTC | SEMTECH CORP United States · score 4.9 | 2% | 13 bn | 1.2 bn | 13.1% | 0.2 bn | 1.5% | — | Semiconductors for data centers, IoT and cellular infrastructure · California — revenue of $1.2bn | |
| 8 | SLAB | Silicon Labs United States · score 0.9 | 1% | 7.4 bn | 0.9 bn | -4.6% | -0.0 bn | -0.1% | — | Wireless chips for the Internet of Things · Wireless connectivity chips for the Internet of Things | |
| 9 | SIMO | Silicon Motion Technology CORP Hong Kong · score 4.3 | 1% | 7.3 bn | 0.9 bn | 13.8% | 0.0 bn | 0.1% | 0.9% | Flash memory controllers for SSDs and phones · Hong Kong — revenue of $886m | |
| 10 | ALGM | ALLEGRO MICROSYSTEMS, INC. United States · score 4.9 | 1% | 6.2 bn | 0.9 bn | 1.5% | 0.1 bn | 1.4% | — | Magnetic and power sensors for cars and industry · New Hampshire — revenue of $946m | |
| 11 | CRUS | CIRRUS LOGIC, INC. United States · score 7.9 | 1% | 5.4 bn | 2.0 bn | 21.0% | 0.6 bn | 10.5% | — | Low-power mixed-signal processing for mobile electronics · Texas — revenue of $2bn | |
| 12 | SYNA | SYNAPTICS Inc United States · score 2.9 | 1% | 4.6 bn | 1.2 bn | -41.0% | 0.1 bn | 2.2% | — | Embedded AI chips for connected devices · California — revenue of $1.2bn | |
| 13 | DIOD | DIODES INC /DEL/ United States · score 6.0 | 1% | 3.9 bn | 1.6 bn | 5.3% | 0.1 bn | 3.7% | 0.0% | Discrete and analog semiconductors · Texas — revenue of $1.6bn | |
| 14 | HIMX | Himax Technologies, Inc. Taiwan · score 6.7 | 0% | 2.1 bn | 0.8 bn | 5.4% | 0.1 bn | 5.7% | 3.1% | Display driver chips and image sensors, from Taiwan · Taiwan — revenue of $832m | |
| 15 | NVEC | NVE CORP /NEW/ United States · score 7.1 | 0% | 0.5 bn | 0.0 bn | 57.6% | 0.0 bn | 4.2% | 4.0% | Spintronics electronics, from Minnesota · Minnesota — revenue of $31m | |
| 16 | INDI | indie Semiconductor, Inc. United States · score 0.0 | 0% | 0.4 bn | 0.2 bn | -64.8% | -0.1 bn | -19.3% | — | Integrated automotive hardware and software solutions · California — revenue of $231m | |
| 17 | LAES | SEALSQ Corp Switzerland · score 0.0 | 0% | 0.4 bn | 0.0 bn | -170.4% | -0.1 bn | -12.1% | — | Semiconductor security for the Internet of Things · Switzerland — revenue of $25m | |
| 18 | LEDS | SemiLEDs Corp Taiwan · score 3.7 | 0% | 0.0 bn | 0.0 bn | -3.9% | 0.0 bn | 24.5% | — | LED chips, components and modules · Taiwan — revenue of $26m | |
| 19 | PXLW | PIXELWORKS, INC United States · score 1.6 | 0% | 0.0 bn | 0.0 bn | 67x | -0.0 bn | -49.6% | — | Image and video processing for displays and cinema · Oregon — revenue of $1m |
Other industries in the same sector
- Sector overview
- AI semiconductors and processors 9 companies
- 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
- 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.