Open contest
7 companies value 77 bn revenue 18 bn margin 10.1% free cash flow 2.1 bn avg. score 4.2
Q holds 32.5% of the group's value, 1.1x the runner-up · ENTG 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 | Q | Qnity Electronics, Inc. United States · score 5.6 | 33% | 25 bn | 5.2 bn | 14.0% | 0.8 bn | 3.3% | 0.2% | Materials and solutions for the semiconductor and electronics industry · Delaware — revenue of $5.2bn | |
| 2 | ENTG | Entegris United States · score 4.8 | 29% | 22 bn | 3.3 bn | 9.2% | 0.6 bn | 2.6% | 0.3% | Critical materials and supplies for semiconductor manufacturing · Leader in ultrapure materials and filtration for chip fabs | |
| 3 | MKSI | MKS Inc. United States · score 5.2 | 19% | 15 bn | 4.3 bn | 10.1% | 0.5 bn | 3.1% | 0.4% | Subsystems for semiconductors, electronics and optics · Vacuum, laser and chemistry subsystems for chip fabs | |
| 4 | SOLS | Solstice Advanced Materials United States · score 4.3 | 13% | 9.6 bn | 4.1 bn | 5.1% | 0.2 bn | 2.0% | 15.9% | Advanced materials: refrigerants, specialties and electronics · Spun off from Honeywell in 2025; specialty materials and refrigerant gases | |
| 5 | AXTI | AXT INC United States · score 2.2 | 5% | 3.7 bn | 0.1 bn | 3.2% | -0.0 bn | -0.5% | — | Compound and single-element semiconductor substrates · California — revenue of $126m | |
| 6 | PLAB | PHOTRONICS INC United States · score 6.6 | 2% | 1.7 bn | 0.9 bn | 19.0% | 0.1 bn | 6.6% | — | One of the world's largest makers of photomasks for semiconductors · Connecticut — revenue of $867m | |
| 7 | SMTK | SmartKem, Inc. United States · score 0.5 | — | — | 0.0 bn | -43x | -0.0 bn | — | — | Organic semiconductors for flexible displays · Delaware |
Other industries in the same sector
- Sector overview
- Gold 64 companies
- Diversified mining 9 companies
- Copper and electrification metals 17 companies
- Industrial gases and chemicals 2 companies
- Steel 21 companies
- Specialty chemicals 36 companies
- Construction materials (aggregates) 5 companies
- Packaging 16 companies
- Paints and coatings 3 companies
- Commodity chemicals 19 companies
- Cement 11 companies
- Fertilizers 8 companies
and 13 industries more
- Silver 13 companies
- Specialty and aerospace alloys 6 companies
- Lithium 11 companies
- Industrial plastic products 9 companies
- Aluminum 5 companies
- Adhesives and specialty coatings 3 companies
- Rare earths and critical minerals 16 companies
- Timber and wood products 4 companies
- Pulp and paper 7 companies
- Seeds and crop protection 7 companies
- Glass and metal packaging 3 companies
- Aerospace composites 2 companies
- Platinum and palladium 3 companies
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.