Open contest
30 companies value 198 bn revenue 46 bn margin 6.8% free cash flow 7.6 bn avg. score 3.3
KEYS holds 28.9% of the group's value, 2.0x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | KEYS | Keysight Technologies United States · score 6.3 | 29% | 57 bn | 6.6 bn | 19.1% | 1.5 bn | 2.6% | — | Electronic test and measurement instruments · Leader in electronic test equipment (5G, chips, defense) | |
| 2 | TDY | Teledyne Technologies United States · score 6.1 | 14% | 29 bn | 6.4 bn | 15.3% | 1.1 bn | 4.0% | — | Imaging instruments, sensors and aerospace electronics · Sensors and imaging for defense, space and industrial markets | |
| 3 | ZBRA | Zebra Technologies United States · score 6.0 | 9% | 18 bn | 5.8 bn | 9.2% | 0.9 bn | 5.1% | — | Barcode scanners, printers and labels · Leader in barcode scanners and mobile computers for logistics | |
| 4 | FTV | Fortive Corp United States · score 5.9 | 9% | 17 bn | 4.3 bn | 12.4% | 0.9 bn | 5.4% | 0.3% | Industrial instruments and software, from measurement to healthcare · Washington — revenue of $4.3bn | |
| 5 | TRMB | TRIMBLE INC. United States · score 4.6 | 7% | 14 bn | 3.8 bn | -2.8% | 0.8 bn | 5.5% | — | Positioning technology and software for construction and agriculture · Colorado — revenue of $3.8bn | |
| 6 | CGNX | COGNEX CORP United States · score 6.0 | 5% | 9.3 bn | 1.1 bn | 16.1% | 0.3 bn | 2.9% | 0.6% | Machine vision for industrial automation and logistics · Massachusetts — revenue of $1.1bn | |
| 7 | VIAV | VIAVI SOLUTIONS INC. United States · score 1.6 | 4% | 8.6 bn | 1.5 bn | -2.0% | 0.1 bn | 1.0% | — | Network test and measurement and optical technologies · Arizona — revenue of $1.5bn | |
| 8 | RAL | Ralliant Corp United States · score 3.5 | 4% | 7.4 bn | 2.2 bn | -56.4% | 0.3 bn | 4.4% | 0.3% | Precision instruments and engineered products · North Carolina — revenue of $2.2bn | |
| 9 | ESE | ESCO TECHNOLOGIES INC United States · score 6.5 | 3% | 6.5 bn | 1.3 bn | 24.4% | 0.2 bn | 3.2% | 0.1% | Aviation and Navy components, RF testing and electrical diagnostics · Missouri — revenue of $1.3bn | |
| 10 | ST | Sensata Technologies Holding plc United Kingdom · score 5.9 | 3% | 5.9 bn | 3.8 bn | 2.4% | 0.6 bn | 9.7% | 1.2% | Sensors and electrical protection for vehicles and industry · United Kingdom — revenue of $3.8bn | |
| 11 | PI | IMPINJ INC United States · score 1.5 | 3% | 5.4 bn | 0.4 bn | -7.3% | 0.1 bn | 1.2% | — | Wireless connectivity platform for the Internet of Things · Washington — revenue of $372m | |
| 12 | VNT | Vontier Corp United States · score 6.4 | 2% | 4.5 bn | 3.1 bn | 13.2% | 0.4 bn | 8.6% | 0.3% | Technology for fueling stations and mobility · North Carolina — revenue of $3.1bn | |
| 13 | MIR | Mirion Technologies, Inc. United States · score 5.1 | 2% | 3.7 bn | 1.0 bn | 2.4% | 0.1 bn | 3.6% | — | Radiation detection and measurement for nuclear plants and healthcare · Georgia — revenue of $1bn | |
| 14 | BMI | BADGER METER INC United States · score 7.1 | 2% | 3.7 bn | 0.9 bn | 14.3% | 0.1 bn | 4.1% | 1.3% | Water flow and quality measurement · Wisconsin — revenue of $881m | |
| 15 | ITRI | ITRON, INC. United States · score 6.0 | 2% | 3.6 bn | 2.3 bn | 11.9% | 0.4 bn | 10.7% | — | Smart energy and water meters, and grid management · Washington — revenue of $2.3bn | |
| 16 | OUST | Ouster, Inc. United States · score 0.0 | 1% | 2.1 bn | 0.2 bn | -26.0% | -0.1 bn | -4.0% | — | Lidar sensors and perception for physical AI · California — revenue of $205m | |
| 17 | TRNS | TRANSCAT INC United States · score 5.0 | 0% | 0.8 bn | 0.3 bn | 1.0% | 0.0 bn | 3.4% | — | Accredited calibration and quality and compliance services · New York — revenue of $348m | |
| 18 | FEIM | FREQUENCY ELECTRONICS INC United States · score 2.3 | 0% | 0.7 bn | 0.1 bn | 3.7% | 0.0 bn | 0.0% | — | Precision time and frequency oscillators and systems · New York — revenue of $73m | |
| 19 | AIOT | Powerfleet, Inc. United States · score 2.5 | 0% | 0.3 bn | 0.5 bn | -4.2% | 0.0 bn | 4.6% | — | Connected intelligence for enterprise asset management · New Jersey — revenue of $450m | |
| 20 | DUOT | DUOS TECHNOLOGIES GROUP, INC. United States · score 2.1 | 0% | 0.2 bn | 0.0 bn | 150.5% | -0.0 bn | -10.5% | — | Technology and AI for asset inspection and management · Florida — revenue of $27m | |
| 21 | GEOS | GEOSPACE TECHNOLOGIES CORP United States · score 0.0 | 0% | 0.1 bn | 0.1 bn | -39.2% | -0.0 bn | -64.8% | — | Technology for water management, energy exploration and IoT · Texas — revenue of $101m | |
| 22 | BOSC | BOS BETTER ONLINE SOLUTIONS LTD Israel · score 6.8 | 0% | 0.0 bn | 0.1 bn | 7.2% | 0.0 bn | 11.1% | — | Automatic identification solutions and supplies, from Israel · Israel — revenue of $50m | |
| 23 | DAIO | DATA I/O CORP United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -50.1% | -0.0 bn | -29.0% | — | Programming and security systems for electronic devices · Washington — revenue of $18m | |
| 24 | MSAI | MultiSensor AI Holdings, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -141.7% | -0.0 bn | -99.9% | — | Inspection and monitoring solutions · Texas — revenue of $6m | |
| 25 | SCKT | SOCKET MOBILE, INC. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -107.5% | 0.0 bn | -29.4% | — | Data capture and delivery for workforce mobility · California — revenue of $14m | |
| 26 | ODYS | Odysight.ai Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -17x | -0.0 bn | -38.0% | — | AI-powered visual sensors for monitoring in harsh environments · Arizona — revenue of $1m | |
| 27 | MVIS | MICROVISION, INC. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -40x | -0.1 bn | -187.6% | — | Sensing hardware and software for automotive · Washington — revenue of $3m | |
| 28 | NEON | Neonode Inc. Sweden · score 1.2 | 0% | 0.0 bn | 0.0 bn | 397.8% | -0.0 bn | -87.1% | — | AI perception software to detect people and objects in video; rooted in optical touch sensors · Sweden — revenue of $2m | |
| 29 | POAS | PHAOS TECHNOLOGY HOLDINGS (CAYMAN) Ltd Singapore · score 0.0 | 0% | 0.0 bn | 0.0 bn | -46x | -0.0 bn | -156.2% | — | Microscopes and super-resolution imagers, from Singapore · Singapore | |
| 30 | SVRE | SaverOne 2014 Ltd. Israel · score 0.0 | 0% | 0.0 bn | 0.0 bn | -70x | -0.0 bn | -180.7% | — | System that blocks phone apps for fleet drivers, and radio-frequency sensors for defense · Israel |
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
- Analog and industrial semiconductors 19 companies
- IT services and consulting 46 companies
and 31 industries more
- Data storage 6 companies
- 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
- 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.