Clear leader
8 companies value 215 bn revenue 49 bn margin 19.4% free cash flow 11 bn avg. score 2.4
QCOM holds 84.8% of the group's value, 9.0x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | QCOM | QUALCOMM United States · score 6.9 | 85% | 182 bn | 44 bn | 21.0% | 10 bn | 5.7% | — | Chips and technology licensing for mobile phones · Dominates phone modems and processors outside Apple; patent royalties | |
| 2 | MTSI | MACOM Technology Solutions Holdings, Inc. United States · score 5.8 | 9% | 20 bn | 1.2 bn | 20.7% | 0.2 bn | 1.0% | — | Radio-frequency and microwave semiconductors · Massachusetts — revenue of $1.2bn | |
| 3 | SWKS | Skyworks Solutions United States · score 6.5 | 6% | 12 bn | 4.0 bn | 7.2% | 0.4 bn | 3.6% | 3.5% | Radio frequency components for mobile phones · Radio-frequency components, heavily dependent on Apple; bought Qorvo in October 2026 | |
| 4 | GCTS | GCT Semiconductor Holding, Inc. United States · score 0.0 | 0% | 0.1 bn | 0.0 bn | -13x | -0.0 bn | -29.3% | — | Fabless communication semiconductors · California — revenue of $4m | |
| 5 | SQNS | SEQUANS COMMUNICATIONS France · score 0.0 | 0% | 0.0 bn | 0.0 bn | -415.1% | -0.0 bn | -73.2% | — | Cellular connectivity chips for the Internet of Things, from France · France — revenue of $26m | |
| 6 | WATT | Energous Corp United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -76.4% | -0.0 bn | -32.7% | — | RF wireless charging for the internet of things · California — revenue of $10m | |
| 7 | MOBX | MOBIX LABS, INC United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -879.3% | -0.0 bn | -152.8% | — | Radio-frequency and connectivity semiconductors · California — revenue of $6m | |
| 8 | PRSO | Peraso Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -85.6% | -0.0 bn | -120.5% | — | Millimeter-wave semiconductors and antenna modules · California — revenue of $8m |
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
- 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.