Clear leader
9 companies value 165 bn revenue 13 bn margin 15.9% free cash flow 3.0 bn avg. score 3.7
NET holds 64.3% of the group's value, 3.8x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NET | Cloudflare United States · score 2.6 | 64% | 106 bn | 2.5 bn | -8.2% | 0.3 bn | 0.3% | — | Content delivery network, security and edge computing · Network that delivers ~20% of web traffic; leader in edge security | |
| 2 | VRSN | VeriSign United States · score 5.4 | 17% | 28 bn | 1.7 bn | 49.8% | 1.1 bn | 3.9% | 1.1% | Registry for the .com and .net domains and DNS infrastructure · Runs the .com and .net domains under contract: cash with almost no variable cost | |
| 3 | AKAM | Akamai Technologies United States · score 4.9 | 8% | 13 bn | 4.3 bn | 9.5% | 1.0 bn | 7.6% | — | Content delivery network, cloud and security · Content delivery network pioneer, now strong in security and edge computing | |
| 4 | DOCN | DigitalOcean United States · score 5.3 | 7% | 12 bn | 1.0 bn | 23.3% | 0.2 bn | 1.6% | — | Cloud for developers and digital-native businesses · Simple cloud for developers and small businesses | |
| 5 | FSLY | Fastly United States · score 2.6 | 2% | 3.7 bn | 0.7 bn | -11.8% | 0.1 bn | 1.4% | — | Edge network for content delivery and computing · Programmable CDN aimed at developers | |
| 6 | KC | Kingsoft Cloud Holdings Ltd China · score 4.6 | 2% | 2.5 bn | 1.4 bn | -9.8% | 0.5 bn | 21.3% | — | Cloud computing in China · China — revenue of $1.4bn | |
| 7 | CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. United States · score 0.0 | 0% | 0.4 bn | 1.0 bn | -4.7% | -0.1 bn | -36.0% | 13.8% | High-speed internet, optical networks and colocation · Washington, DC — revenue of $957m | |
| 8 | XNET | Xunlei Ltd China · score 6.9 | 0% | 0.3 bn | 0.5 bn | 227.7% | 0.0 bn | 10.4% | — | Internet and distributed computing platform in China · China — revenue of $460m | |
| 9 | ALAR | Alarum Technologies Ltd. Israel · score 1.1 | 0% | 0.0 bn | 0.0 bn | 2.4% | 0.0 bn | -22.0% | — | Proxy network and public web data collection tools for businesses (NetNut) · Israel — revenue of $41m |
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
- E-commerce platforms 9 companies
- RF and mobile chips 8 companies
- Chip testing and packaging 13 companies
- Measurement and test instruments 30 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.