Open contest
10 companies value 188 bn revenue 47 bn margin 15.0% free cash flow 11 bn avg. score 5.3
RELX holds 38.1% of the group's value, 2.9x the runner-up · VRSK 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 | RELX | RELX plc United Kingdom · score 6.9 | 38% | 71 bn | 13 bn | 21.7% | 3.8 bn | 5.3% | 2.2% | Scientific and legal information and risk analytics · Owner of LexisNexis and Elsevier; legal and scientific data on recurring subscriptions | |
| 2 | VRSK | Verisk Analytics United States · score 5.2 | 13% | 25 bn | 3.1 bn | 28.2% | 1.2 bn | 5.0% | 1.0% | Risk data and analytics for insurers · Near-monopoly in claims data for US insurers | |
| 3 | EFX | Equifax United States · score 6.2 | 10% | 19 bn | 6.4 bn | 10.7% | 1.1 bn | 5.9% | 1.4% | Credit bureau, data and information analytics · One of the three big US credit bureaus (an oligopoly) | |
| 4 | FICO | Fair Isaac United States · score 4.6 | 9% | 17 bn | 2.4 bn | 34.1% | 1.0 bn | 5.9% | — | FICO credit score and decisioning software · Owner of the FICO score, the credit standard across the US financial system | |
| 5 | ULS | UL Solutions Inc. United States · score 6.4 | 8% | 15 bn | 3.1 bn | 16.1% | 0.4 bn | 3.0% | 0.8% | Product safety testing, inspection and certification · Illinois — revenue of $3.1bn | |
| 6 | TRU | TransUnion United States · score 5.7 | 8% | 14 bn | 4.9 bn | 15.1% | 0.8 bn | 5.6% | 0.7% | Credit bureau and information analytics · One of the three big US credit bureaus | |
| 7 | IT | Gartner United States · score 5.6 | 7% | 13 bn | 6.5 bn | 12.0% | 1.3 bn | 9.8% | — | Information technology research and advisory · Technology research and advisory sold by corporate subscription | |
| 8 | NIQ | NIQ Global Intelligence plc United States · score 2.8 | 3% | 5.5 bn | 4.4 bn | -8.0% | 0.5 bn | 9.2% | — | Consumer intelligence across brands, retailers and shoppers · Illinois — revenue of $4.4bn | |
| 9 | MBGL | Mobility Global Inc. United States · score 5.7 | 3% | 5.4 bn | 1.8 bn | 11.3% | 0.4 bn | — | 7.6% | — | Automotive data and technology including Carfax, spun off from S&P Global · Virginia — revenue of $1.8bn |
| 10 | FA | FIRST ADVANTAGE CORP United States · score 4.3 | 2% | 3.3 bn | 1.7 bn | 1.5% | 0.3 bn | 7.6% | — | Background checks and candidate screening · Georgia — revenue of $1.7bn |
Other industries in the same sector
- Sector overview
- Space and launch 10 companies
- Commercial aviation (manufacturers) 8 companies
- Heavy machinery 19 companies
- Electrical equipment and power 29 companies
- Defense and aerospace 12 companies
- Railroads 6 companies
- Engineering and heavy construction 56 companies
- Industrial machinery and components 28 companies
- HVAC and building products 30 companies
- Ride-hailing and delivery 12 companies
- Commercial services (waste) 20 companies
- Trucking and parcel delivery 23 companies
and 50 industries more
- Industrial distribution (MRO) 16 companies
- Professional services and HR 40 companies
- Airlines 21 companies
- Electronic and space defense 13 companies
- Logistics and air freight 24 companies
- Industrial automation 7 companies
- Commercial services (uniforms and support) 6 companies
- Mission-critical communications and public safety 15 companies
- Equipment rental 9 companies
- Auto parts (manufacturers) 39 companies
- Data center infrastructure 6 companies
- Shipping and barges 57 companies
- Aircraft spare parts 10 companies
- Electromechanical components 6 companies
- Pumps, valves and fluid handling 16 companies
- Industrial filtration 11 companies
- Technology distribution 15 companies
- Heavy trucks 9 companies
- Tools and equipment 12 companies
- IT services for defense and government 14 companies
- Rail equipment 5 companies
- Aircraft and railcar leasing 4 companies
- Compressors and process equipment 3 companies
- Drones and autonomous systems 27 companies
- Building products distribution 8 companies
- Airport concessions 4 companies
- Elevators and escalators 1 company
- Pest control 3 companies
- Warehouse and service robotics 5 companies
- Business services (diversified) 12 companies
- Facilities and building maintenance 5 companies
- Staffing and recruitment 21 companies
- Welding and cutting 3 companies
- Building security and locks 9 companies
- Electric motors and automation 2 companies
- Labels and identification 6 companies
- Security and cash handling 10 companies
- Electric air mobility (eVTOL) 7 companies
- Funeral services 3 companies
- Aircraft maintenance (MRO) 3 companies
- Simulation and training 3 companies
- Energy storage (batteries) 16 companies
- Satellite Earth observation 5 companies
- Office furniture and workplaces 4 companies
- Professional employer organizations (PEO) 3 companies
- Guns and ammunition 8 companies
- Next-generation batteries 8 companies
- Commercial printing 9 companies
- Additive manufacturing (3D printing) 5 companies
- Tires 2 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.