Comfortable leader
27 companies value 436 bn revenue 98 bn margin 11.7% free cash flow 12 bn avg. score 3.9
APH holds 45.4% of the group's value, 1.7x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | APH | Amphenol United States · score 6.0 | 45% | 198 bn | 23 bn | 22.3% | 4.7 bn | 2.4% | 0.5% | Electronic connectors and cables · Global leader in connectors; strong growth from AI cabling | |
| 2 | GLW | Corning United States · score 5.7 | 26% | 114 bn | 17 bn | 11.2% | 2.4 bn | 2.1% | — | Display glass, optical fiber and automotive ceramics · Display glass and optical fiber; a critical data center supplier | |
| 3 | TEL | TE Connectivity Switzerland/United States · score 6.8 | 14% | 62 bn | 19 bn | 15.6% | 3.3 bn | 5.4% | 1.4% | Connectors and sensors for automotive and industrial use · Leader in sensors and connectors for industrial and automotive use | |
| 4 | TTMI | TTM TECHNOLOGIES INC United States · score 2.7 | 2% | 10 bn | 3.4 bn | 7.0% | -0.0 bn | -0.1% | — | Printed circuit boards and radio-frequency systems · California — revenue of $3.4bn | |
| 5 | LFUS | Littelfuse United States · score 3.9 | 2% | 9.8 bn | 2.6 bn | -0.3% | 0.4 bn | 4.6% | 0.8% | Fuses, protection semiconductors and sensors · Leader in circuit protection for vehicles and industry | |
| 6 | AEIS | ADVANCED ENERGY INDUSTRIES INC United States · score 5.1 | 2% | 9.6 bn | 2.0 bn | 10.8% | 0.1 bn | 0.9% | 0.2% | Precision power conversion, measurement and control · Colorado — revenue of $2bn | |
| 7 | VICR | VICOR CORP United States · score 5.1 | 2% | 8.8 bn | 0.5 bn | 30.6% | 0.1 bn | 0.6% | — | Electric power conversion modules and systems · Massachusetts — revenue of $474m | |
| 8 | VSH | Vishay Intertechnology United States · score 2.2 | 1% | 4.4 bn | 3.3 bn | 0.9% | -0.0 bn | -0.2% | — | Discrete and passive components: resistors and capacitors · Passive and discrete components found in practically every electronic device | |
| 9 | BDC | BELDEN INC. United States · score 5.6 | 1% | 4.1 bn | 2.9 bn | 8.5% | 0.2 bn | 5.2% | 0.2% | End-to-end connectivity and industrial cabling solutions · Missouri — revenue of $2.9bn | |
| 10 | OLED | UNIVERSAL DISPLAY CORP \PA\ United States · score 7.6 | 1% | 3.7 bn | 0.6 bn | 32.2% | 0.2 bn | 6.0% | 2.4% | OLED technologies and materials for displays and lighting · New Jersey — revenue of $607m | |
| 11 | KN | Knowles Corp United States · score 5.5 | 1% | 3.0 bn | 0.6 bn | 10.6% | — | — | — | — | Specialty electronic components · Illinois — revenue of $635m |
| 12 | LPL | LG Display Co., Ltd. South Korea · score 5.8 | 1% | 2.7 bn | 19 bn | 1.2% | 0.8 bn | 28.2% | — | Display panels for laptops, monitors, TVs and cars · South Korea — revenue of $19.4bn | |
| 13 | BELFA | BEL FUSE INC /NJ United States · score 5.8 | 1% | 2.5 bn | 0.7 bn | 7.2% | 0.1 bn | 2.9% | 0.1% | Components that power, protect and connect electronic circuits · New Jersey — revenue of $744m | |
| 14 | CTS | CTS CORP United States · score 6.4 | 0% | 1.6 bn | 0.6 bn | 12.4% | 0.1 bn | 5.8% | 0.3% | Sensors, connectors and actuators · Illinois — revenue of $564m | |
| 15 | VPG | Vishay Precision Group, Inc. United States · score 3.0 | 0% | 0.8 bn | 0.3 bn | 1.2% | -0.0 bn | -0.9% | — | Precision resistors and sensors, founded in 1962 · Pennsylvania — revenue of $329m | |
| 16 | MEI | METHODE ELECTRONICS INC United States · score 0.0 | 0% | 0.5 bn | 1.0 bn | -3.5% | -0.0 bn | -2.7% | 1.5% | Mechatronic products for mobility, industry and commerce · Michigan — revenue of $1bn | |
| 17 | MPTI | M-tron Industries, Inc. United States · score 5.4 | 0% | 0.3 bn | 0.1 bn | 16.3% | 0.0 bn | 3.2% | — | Quartz oscillators and radio-frequency components · Florida — revenue of $58m | |
| 18 | RFIL | R F INDUSTRIES LTD United States · score 4.7 | 0% | 0.1 bn | 0.1 bn | 2.8% | 0.0 bn | 4.2% | — | Radio-frequency components and cooling systems · California — revenue of $86m | |
| 19 | OCC | OPTICAL CABLE CORP United States · score 4.2 | 0% | 0.1 bn | 0.1 bn | 3.1% | 0.0 bn | 0.4% | — | Fiber-optic and copper cabling and connectivity · Virginia — revenue of $83m | |
| 20 | AMPG | AmpliTech Group, Inc. United States · score 0.0 | 0% | 0.1 bn | 0.0 bn | -33.4% | -0.0 bn | -20.0% | — | Low-noise amplifiers and microwave components · New York — revenue of $24m | |
| 21 | LINK | INTERLINK ELECTRONICS INC United States · score 0.5 | 0% | 0.1 bn | 0.0 bn | -7.9% | 0.0 bn | -0.9% | — | Advanced sensors and printed electronics for human-machine interfaces · California — revenue of $13m | |
| 22 | ELTK | ELTEK LTD Israel · score 2.5 | 0% | 0.0 bn | 0.1 bn | 1.6% | 0.0 bn | -8.9% | 2.7% | Printed circuit boards, from Israel · Israel — revenue of $52m | |
| 23 | WETH | Wetouch Technology Inc. China · score 6.5 | 0% | 0.0 bn | 0.1 bn | 17.6% | 0.0 bn | 60.5% | — | Touchscreens sold in China and abroad · China — revenue of $48m | |
| 24 | CCTG | CCSC Technology International Holdings Ltd Hong Kong · score 0.0 | 0% | 0.0 bn | 0.0 bn | -27.8% | -0.0 bn | -105.2% | — | Precision connectors and cables, from Hong Kong · Hong Kong — revenue of $17m | |
| 25 | LNKS | Linkers Industries Ltd Malaysia · score 0.0 | 0% | 0.0 bn | 0.0 bn | -33.7% | -0.0 bn | -584.6% | — | Electrical cables and wire harnesses, from Malaysia · Malaysia — revenue of $6m | |
| 26 | APWC | ASIA PACIFIC WIRE & CABLE CORP LTD Taiwan · score 2.9 | — | — | 0.5 bn | 1.1% | -0.0 bn | — | — | Electrical wire and cable in Asia-Pacific · Taiwan — revenue of $490m | |
| 27 | OST | Ostin Technology Group Co., Ltd. China · score 0.5 | — | — | 0.0 bn | -26.4% | -0.0 bn | — | — | Display modules and screens, from China · China — revenue of $36m |
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
- 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.