Clear leader
5 companies value 6.0 tn revenue 702 bn margin 44.6% free cash flow 94 bn avg. score 4.7
GOOGL holds 69.6% of the group's value, 2.3x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet United States · score 6.1 | 70% | 4.2 tn | 446 bn | 54.8% | 53 bn | 1.3% | 0.2% | Search, YouTube, Android, cloud and digital advertising · Dominates search (~90%), YouTube and Android; 3rd largest cloud and an AI leader (Gemini) | |
| 2 | META | Meta Platforms United States · score 6.2 | 30% | 1.8 tn | 228 bn | 29.8% | 41 bn | 2.3% | 0.3% | Facebook, Instagram, WhatsApp and artificial intelligence · ~3.4bn daily users; the world's 2nd largest advertising platform | |
| 3 | BIDU | Baidu China · score 0.4 | 0% | 27 bn | 18 bn | 4.3% | -2.2 bn | -7.9% | — | Internet search, AI and autonomous driving in China · China's largest search engine and one of the country's autonomous driving leaders | |
| 4 | SNAP | Snap Inc. United States · score 3.5 | 0% | 11 bn | 6.3 bn | -4.9% | 0.7 bn | 6.7% | — | Snapchat app and augmented reality glasses · Camera-first social network with strong reach among young people; leader in augmented reality | |
| 5 | TTD | The Trade Desk United States · score 7.3 | 0% | 5.8 bn | 3.0 bn | 13.6% | 0.9 bn | 15.0% | — | Programmatic media buying platform · Largest independent programmatic ad-buying platform |
Other industries in the same sector
- Sector overview
- Streaming and entertainment 9 companies
- Telecom carriers 11 companies
- International telecom 22 companies
- Video games 18 companies
- Live events and sports 20 companies
- Cable TV and media 11 companies
- Journalism and digital media 18 companies
- Niche social networks 21 companies
- Communications satellites 11 companies
- Broadcast TV and stations 7 companies
- Traditional advertising 14 companies
- Radio and subscription audio 12 companies
and 2 industries more
- Music and catalogs 2 companies
- Film and TV studios 8 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.