Clear leader
8 companies value 97 bn revenue 12 bn margin 11.0% free cash flow 1.6 bn avg. score 2.4
MPWR holds 63.5% of the group's value, 2.2x the runner-up · ON leads the industry without being the largest
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MPWR | Monolithic Power Systems United States · score 5.7 | 64% | 62 bn | 3.3 bn | 24.5% | 0.6 bn | 1.0% | 0.5% | Power management integrated circuits · Power management for AI servers; exceptional margins | |
| 2 | ON | onsemi United States · score 6.1 | 29% | 29 bn | 6.2 bn | 10.2% | 1.5 bn | 5.3% | — | Power semiconductors and image sensors · Leader in silicon carbide for electric vehicles | |
| 3 | POWI | POWER INTEGRATIONS INC United States · score 6.0 | 3% | 2.5 bn | 0.5 bn | 5.6% | 0.1 bn | 3.1% | 1.9% | Integrated circuits for high-voltage power conversion · California — revenue of $446m | |
| 4 | NVTS | Navitas Semiconductor Corp United States · score 0.0 | 2% | 2.3 bn | 0.0 bn | -320.1% | -0.1 bn | -3.0% | — | Gallium nitride and silicon carbide power semiconductors · California — revenue of $37m | |
| 5 | WOLF | WOLFSPEED, INC. United States · score 0.7 | 1% | 1.3 bn | 0.7 bn | 0.7% | -0.4 bn | -29.7% | — | Silicon carbide semiconductors for power applications · North Carolina — revenue of $665m | |
| 6 | AOSL | ALPHA & OMEGA SEMICONDUCTOR Ltd United States · score 0.3 | 1% | 0.7 bn | 0.7 bn | -6.2% | -0.1 bn | -10.0% | — | Power semiconductors · California — revenue of $679m | |
| 7 | MX | MAGNACHIP SEMICONDUCTOR Corp South Korea · score 0.0 | 0% | 0.1 bn | 0.2 bn | -17.3% | -0.1 bn | -57.9% | — | Analog and power semiconductors, from South Korea · South Korea — revenue of $177m | |
| 8 | IPWR | Ideal Power Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -396x | -0.0 bn | -19.5% | — | B-TRAN bidirectional power semiconductors · Texas |
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
- 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
- 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.