Clear leader
4 companies value 2.3 tn revenue 138 bn margin 40.9% free cash flow 35 bn avg. score 5.9
TSM holds 95.7% of the group's value, 43.1x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Taiwan · score 6.4 | 96% | 2.2 tn | 121 bn | 44.5% | 32 bn | 1.5% | 0.7% | World's largest semiconductor foundry · Makes practically all of the world's advanced chips; ~65% of the foundry market | |
| 2 | UMC | United Microelectronics Taiwan · score 6.0 | 2% | 51 bn | 7.6 bn | 16.9% | 1.7 bn | 3.3% | — | Semiconductor foundry from Taiwan · Taiwan's 2nd foundry, specialized in high-volume mature nodes | |
| 3 | GFS | GlobalFoundries United States · score 5.5 | 1% | 26 bn | 6.9 bn | 10.4% | 0.8 bn | 3.1% | — | Contract semiconductor manufacturing · Largest Western foundry for mature-node chips, with fabs in the US and Europe | |
| 4 | TSEM | Tower Semiconductor Israel · score 5.8 | 1% | 23 bn | 1.7 bn | 16.9% | 0.3 bn | 1.3% | — | Specialty semiconductor foundry, from Israel · Specialty foundry: analog, RF and silicon photonics |
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
- 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.