Clear leader
9 companies value 245 bn revenue 23 bn margin 12.0% free cash flow 4.8 bn avg. score 3.5
SHOP holds 90.0% of the group's value, 16.3x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SHOP | Shopify Canada · score 5.8 | 90% | 220 bn | 13 bn | 14.5% | 2.4 bn | 1.1% | — | Online store and payments platform · Online store infrastructure behind millions of merchants | |
| 2 | GDDY | GoDaddy United States · score 7.2 | 6% | 14 bn | 5.1 bn | 17.8% | 1.7 bn | 12.6% | — | Domain registration, hosting and small business tools · Largest domain registrar and online presence provider for small businesses | |
| 3 | GLBE | Global-E Online Ltd. Israel · score 6.5 | 3% | 6.7 bn | 1.0 bn | 7.1% | 0.3 bn | 4.2% | — | Cross-border e-commerce platform for brands · Israel — revenue of $962m | |
| 4 | WIX | Wix.com Israel · score 4.5 | 1% | 3.2 bn | 2.0 bn | 2.5% | 0.6 bn | 18.1% | — | Website building platform, from Israel · Website builder for small businesses, with subscription revenue | |
| 5 | VTEX | VTEX Cayman Islands · score 5.7 | 0% | 0.7 bn | 0.2 bn | 8.3% | 0.0 bn | 4.5% | — | Digital commerce platform, listed on the NYSE since 2021 · Cayman Islands — revenue of $241m | |
| 6 | CMRC | Commerce.com, Inc. United States · score 1.7 | 0% | 0.3 bn | 0.3 bn | -1.7% | 0.0 bn | 6.8% | — | Online store platform and product data management for retailers and brands · Texas — revenue of $347m | |
| 7 | TCX | TUCOWS INC /PA/ Canada · score 0.0 | 0% | 0.1 bn | 0.4 bn | -21.2% | -0.0 bn | -13.8% | — | Domain registration, fiber internet and services for resellers · Canada — revenue of $394m | |
| 8 | BLIV | BeLive Holdings Singapore · score 0.0 | 0% | 0.0 bn | 0.0 bn | -271.0% | 0.0 bn | -7.8% | — | Live commerce and interactive video, from Singapore · Singapore | |
| 9 | RZLV | REZOLVE AI PLC United Kingdom · score 0.5 | — | — | 0.2 bn | -106.9% | -0.1 bn | — | — | AI-powered conversational commerce and brand engagement · United Kingdom — revenue of $171m |
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
- 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.