Clear leader
6 companies value 297 bn revenue 13 bn margin 26.5% free cash flow 2.4 bn avg. score 3.1
MRVL holds 69.9% of the group's value, 4.2x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MRVL | Marvell Technology United States · score 5.6 | 70% | 208 bn | 9.4 bn | 27.9% | 1.7 bn | 0.8% | 0.1% | Semiconductors for data centers, networking and storage · Leader in custom silicon and optics for data centers | |
| 2 | ALAB | Astera Labs United States · score 5.3 | 17% | 50 bn | 1.2 bn | 30.7% | 0.3 bn | 0.6% | — | Connectivity chips for AI data centers · Connectivity chips that link GPUs inside the AI rack | |
| 3 | CRDO | Credo Technology United States · score 5.5 | 11% | 33 bn | 1.6 bn | 33.8% | 0.4 bn | 1.4% | — | High-speed interconnects for AI data centers · Active cables and SerDes for high-speed data center interconnect | |
| 4 | MXL | MAXLINEAR, INC United States · score 2.5 | 2% | 7.0 bn | 0.6 bn | -18.2% | 0.0 bn | 0.0% | — | Communication chips for broadband, mobile and data centers · California — revenue of $569m | |
| 5 | VLN | Valens Semiconductor Ltd. Israel · score 0.0 | 0% | 0.2 bn | 0.1 bn | -45.2% | -0.0 bn | -9.1% | — | High-speed connectivity chipsets, from Israel · Israel — revenue of $72m | |
| 6 | FABC | Fabric.AI, Inc. United States · score 0.0 | 0% | 0.0 bn | — | — | -0.0 bn | -68.4% | — | MicroLED optical interconnects for AI infrastructure, formerly stablecoins and electric vehicles · 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
- 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.