Information Technology
149 companies across 12 industries Β· combined market cap $27.07T
Median revenue growth
12.7%
Median operating margin
13.5%
Median fcf margin
20.2%
Median return on capital
11.7%
Median p/e
33.3x
Application Software Β· 35
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Palantir PLTR | $505.4B | $4.5B | 56.2% | 31.6% | β | 169.6x | 0.3% |
| Oracle ORCL | $378.5B | $67.4B | 17.4% | 30.6% | 14.2% | 19.8x | 0.5% |
| Salesforce CRM | $204.1B | $41.5B | 9.6% | 20.1% | 10.8% | 22.7x | 0.7% |
| Snowflake SNOW | $113.7B | $4.7B | 29.2% | β30.6% | β | β | 3.7% |
| Adobe ADBE | $104.3B | $23.8B | 10.5% | 36.6% | 65.9% | 14.7x | 2.5% |
| Datadog DDOG | $100.0B | $3.4B | 27.7% | β1.3% | β | β | 4.6% |
| Intuit INTU | $95.1B | $21.4B | 13.9% | 27.4% | 22.0% | 20.9x | 3.2% |
| Cadence Design Systems CDNS | $86.6B | $5.3B | 14.1% | 28.2% | 23.7% | 73.8x | 2.2% |
| Synopsys SNPS | $82.7B | $7.1B | 15.1% | 13.0% | 4.0% | 75.2x | 1.8% |
| Atlassian TEAM | $59.2B | $6.6B | 26.0% | 0.2% | β | β | 2.0% |
| Autodesk ADSK | $53.2B | $7.2B | 17.5% | 21.9% | 37.0% | 32.7x | 1.1% |
| Workday WDAY | $51.7B | $9.6B | 13.1% | 7.6% | 10.6% | 42.5x | 0.0% |
| Strategy MSTR | $51.5B | $477M | 3.0% | β1,140.8% | β11.4% | β | 0.1% |
| Okta OKTA | $38.1B | $2.9B | 11.8% | 5.1% | β | 128.3x | 5.8% |
| Zoom Communications ZM | $28.7B | $4.9B | 4.4% | 23.1% | 56.2% | 8.9x | 0.4% |
| Samsara IOT | $26.5B | $1.6B | 29.6% | β3.3% | β | β | 2.6% |
| PTC PTC | $22.3B | $2.7B | 19.2% | 35.9% | 17.4% | 18.9x | 0.1% |
| Dynatrace DT | $18.8B | $2.0B | 18.8% | 12.2% | 9.0% | 128.1x | 1.1% |
| Fair Isaac FICO | $18.5B | $2.0B | 15.9% | 46.5% | 65.6% | 23.6x | 1.0% |
| Unity Software U | $17.9B | $1.8B | 2.0% | β25.9% | β10.3% | β | 1.3% |
| Docusign DOCU | $16.5B | $3.2B | 8.2% | 9.3% | 25.4% | 52.0x | 1.0% |
| Tyler Technologies TYL | $16.3B | $2.3B | 9.1% | 15.3% | 9.0% | 51.7x | 0.6% |
| Guidewire Software GWRE | $16.1B | $1.5B | 22.7% | 10.2% | 12.1% | 116.0x | 0.3% |
| Trimble TRMB | $14.8B | $3.6B | β2.6% | 16.5% | 7.4% | β | 0.8% |
| Manhattan Associates MANH | $14.1B | $1.1B | 3.8% | 25.9% | β | 68.5x | 1.6% |
| HubSpot HUBS | $13.7B | $3.1B | 19.2% | 0.2% | β | 96.4x | 1.4% |
| Bentley Systems BSY | $12.7B | $1.5B | 11.0% | 24.2% | 12.3% | 43.6x | 0.7% |
| GitLab GTLB | $9.5B | $955M | 25.8% | β7.4% | β | β | 3.2% |
| Dropbox DBX | $8.6B | $2.5B | β1.1% | 27.3% | β | 21.0x | 0.9% |
| AppFolio APPF | $7.5B | $951M | 19.7% | 16.1% | 50.3% | 44.4x | 3.1% |
| OpenText OTEX | $7.0B | $5.2B | 1.5% | 20.6% | 9.0% | 10.8x | 0.0% |
| Pegasystems PEGA | $6.1B | $1.7B | 16.6% | 15.1% | β | 22.6x | 0.6% |
| Dolby DLB | $5.9B | $1.3B | 5.9% | 19.6% | 11.4% | 26.7x | 0.7% |
| Bill BILL | $5.1B | $1.7B | 13.0% | β4.4% | β1.7% | β | 0.1% |
| Asana ASAN | $2.8B | $791M | 9.3% | β25.0% | β | β | 4.5% |
Semiconductors Β· 29
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Nvidia NVDA | $5.12T | $215.9B | 65.5% | 60.4% | β | 26.7x | 0.6% |
| Broadcom AVGO | $1.57T | $63.9B | 23.9% | 39.9% | 19.9% | 41.0x | 0.5% |
| Micron Technology MU | $1.00T | $133.2B | 256.3% | 74.6% | 106.8% | 11.8x | 2.5% |
| AMD AMD | $857.4B | $34.6B | 34.3% | 10.7% | 6.7% | 132.9x | 1.7% |
| Intel INTC | $443.8B | $52.9B | β0.5% | β4.2% | β0.8% | β | 1.7% |
| Texas Instruments TXN | $262.2B | $17.7B | 13.1% | 34.1% | 21.8% | 36.9x | 1.9% |
| Arm Holdings ARM | $224.6B | $4.9B | 22.8% | 18.3% | β | β | οΏ½οΏ½ |
| Marvell Technology MRVL | $210.5B | $8.2B | 42.1% | 16.1% | 7.0% | 75.4x | 2.3% |
| Analog Devices ADI | $191.2B | $11.0B | 16.9% | 26.6% | 6.2% | 46.5x | 1.4% |
| Qualcomm QCOM | $188.0B | $44.3B | 13.7% | 27.9% | 23.7% | 20.1x | 1.8% |
| NXP Semiconductors NXPI | $59.6B | $12.3B | β2.7% | 24.8% | 12.6% | 22.5x | 1.2% |
| Monolithic Power Systems MPWR | $56.2B | $2.8B | 26.4% | 26.1% | 27.1% | 69.7x | 2.4% |
| Microchip Technology MCHP | $40.8B | $4.7B | 7.1% | 10.4% | 3.5% | 108.9x | 0.6% |
| STMicroelectronics STM | $40.6B | $11.8B | β11.1% | 1.5% | 0.5% | β | οΏ½οΏ½ |
| ON Semiconductor ON | $29.2B | $6.0B | β15.4% | 1.4% | 0.9% | 46.6x | 1.3% |
| GlobalFoundries GFS | $24.8B | $6.8B | 0.6% | 11.7% | 7.1% | β | οΏ½οΏ½ |
| First Solar FSLR | $18.5B | $5.2B | 24.1% | 30.6% | 22.7% | 10.6x | 0.4% |
| MACOM Technology Solutions MTSI | $18.5B | $967M | 32.6% | 13.4% | 9.8% | 75.2x | 2.8% |
| Lattice Semiconductor LSCC | $13.5B | $523M | 2.7% | 2.2% | 1.0% | β | 0.2% |
| Semtech SMTC | $12.9B | $1.1B | 15.5% | 3.1% | 2.9% | β | 5.5% |
| SiTime SITM | $12.7B | $327M | 61.2% | β20.5% | β16.8% | β | 0.5% |
| Skyworks Solutions SWKS | $12.6B | $4.1B | β2.2% | 12.2% | 8.5% | 43.2x | 1.3% |
| Amkor Technology AMKR | $9.8B | $6.7B | 6.2% | 7.0% | 10.4% | 22.5x | 0.6% |
| Rambus RMBS | $9.4B | $708M | 27.1% | 36.8% | 34.3% | 40.8x | 0.1% |
| Silicon Labs SLAB | $7.3B | $785M | 34.3% | β9.0% | β7.0% | β | 0.1% |
| Allegro MicroSystems ALGM | $5.9B | $890M | 22.8% | 2.1% | 1.3% | β | 0.7% |
| Cirrus Logic CRUS | $5.9B | $2.0B | 5.3% | 23.1% | 29.6% | 13.7x | 1.7% |
| Synaptics SYNA | $4.6B | $1.2B | 11.4% | β5.6% | β3.4% | β | 0.2% |
| Universal Display OLED | $4.1B | $651M | 0.5% | 38.2% | 17.9% | 21.0x | 0.5% |
Systems Software Β· 15
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Microsoft MSFT | $3.91T | $331.8B | 17.8% | 46.8% | 30.9% | 29.2x | 0.7% |
| Palo Alto Networks PANW | $290.7B | $11.5B | 24.5% | 6.1% | 2.6% | β | 7.2% |
| CrowdStrike CRWD | $269.0B | $4.8B | 21.7% | β6.1% | β | β | 8.3% |
| ServiceNow NOW | $164.4B | $13.3B | 20.9% | 13.7% | 20.9% | 99.4x | 1.2% |
| Fortinet FTNT | $133.2B | $6.8B | 14.2% | 30.7% | β | 63.6x | 4.1% |
| Twilio TWLO | $41.8B | $5.1B | 13.7% | 3.1% | 1.5% | 36.4x | 3.2% |
| Zscaler ZS | $40.9B | $3.4B | 25.4% | β4.0% | β | β | 7.3% |
| Rubrik RBRK | $26.5B | $1.3B | 48.5% | β26.2% | β | β | 6.6% |
| Check Point CHKP | $17.5B | $2.7B | 6.3% | 30.5% | β | β | οΏ½οΏ½ |
| Gen Digital GEN | $15.0B | $5.0B | 27.1% | 42.4% | 13.7% | 14.6x | 0.0% |
| Qualys QLYS | $7.6B | $669M | 10.1% | 33.2% | 169.1% | 37.5x | 4.1% |
| UiPath PATH | $7.4B | $1.6B | 12.7% | 3.5% | 13.7% | 21.1x | 1.4% |
| CommVault Systems CVLT | $7.1B | $1.2B | 18.9% | 6.3% | β | 107.9x | 0.9% |
| BlackBerry BB | $5.8B | $549M | 2.7% | 8.8% | 7.5% | 74.3x | 3.8% |
| Nutanix NTNX | β | $2.9B | 12.4% | 9.6% | β | 13.7x | 1.5% |
Technology Hardware, Storage & Peripherals Β· 12
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Apple AAPL | $5.12T | $416.2B | 6.4% | 32.0% | 102.9% | 39.9x | 0.1% |
| Dell Technologies DELL | $297.6B | $113.5B | 18.8% | 7.2% | 36.0% | 26.5x | 0.8% |
| Sandisk SNDK | $191.9B | $20.2B | 175.3% | 61.2% | 105.9% | 16.8x | 1.8% |
| Seagate Technology STX | $144.4B | $12.2B | 34.1% | 33.6% | 92.0% | 45.4x | 1.8% |
| Western Digital WDC | $132.0B | $12.9B | 35.7% | 34.5% | 52.2% | 13.3x | 3.0% |
| Hewlett Packard Enterprise HPE | $82.1B | $34.3B | 13.8% | β1.3% | β0.9% | 29.4x | 2.2% |
| NetApp NTAP | $43.1B | $6.9B | 5.4% | 24.2% | β | 30.4x | 1.4% |
| Everpure P | $42.6B | $3.7B | 15.6% | 3.1% | β | 169.0x | 1.8% |
| HP HPQ | $31.2B | $55.3B | 3.2% | 5.7% | 55.3% | 12.9x | 0.4% |
| Supermicro SMCI | $23.0B | $39.1B | 77.8% | 7.1% | β | 10.1x | 2.3% |
| Logitech LOGI | $15.9B | $4.8B | 6.3% | 16.0% | 121.9% | 20.1x | 2.5% |
| IonQ IONQ | $11.5B | $130M | 201.9% | β487.4% | β68.3% | β | 0.4% |
Communications Equipment Β· 10
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Cisco CSCO | $424.6B | $63.3B | 11.8% | 24.3% | 20.2% | 32.0x | 1.5% |
| Arista Networks ANET | $219.9B | $9.0B | 28.6% | 42.8% | β | 54.4x | 0.8% |
| Motorola Solutions MSI | $80.6B | $11.7B | 8.0% | 25.6% | 28.6% | 37.9x | 0.8% |
| Lumentum LITE | $56.4B | $3.0B | 83.2% | 17.4% | 10.4% | β | 0.5% |
| Ciena CIEN | $46.8B | $4.8B | 18.8% | 4.1% | 5.1% | 71.5x | 0.7% |
| Ubiquiti UI | $35.6B | $3.3B | 27.2% | 36.2% | 104.2% | 37.1x | 1.4% |
| F5 FFIV | $26.2B | $3.1B | 9.7% | 24.8% | 30.5% | 36.3x | 1.2% |
| InterDigital IDCC | $11.2B | $834M | β4.0% | 55.3% | 113.5% | 38.1x | 1.4% |
| Viasat VSAT | $8.4B | $4.6B | 2.7% | 2.3% | 0.6% | β | 4.2% |
| Viavi Solutions VIAV | $7.0B | $1.5B | 40.0% | 6.9% | 4.3% | β | 0.5% |
Semiconductor Materials & Equipment Β· 10
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Applied Materials AMAT | $301.8B | $28.4B | 4.4% | 29.2% | 35.9% | 32.6x | 0.4% |
| Lam Research LRCX | $289.0B | $23.2B | 26.0% | 35.3% | 77.7% | 34.3x | 0.0% |
| KLA KLAC | $192.1B | $13.6B | 11.7% | β | 75.3% | 39.8x | 1.5% |
| Teradyne TER | $49.3B | $3.2B | 13.1% | 20.4% | 23.0% | 89.0x | 0.0% |
| Qnity Electronics Q | $23.1B | $4.8B | 9.7% | β | 7.3% | 33.3x | 1.0% |
| Entegris ENTG | $20.7B | $3.2B | β1.4% | 14.3% | 5.8% | 67.3x | 4.8% |
| MKS Instruments MKSI | $14.3B | $3.9B | 9.6% | 13.4% | 7.9% | 31.3x | 0.2% |
| Onto Innovation ONTO | $9.9B | $1.0B | 1.8% | 13.2% | 8.8% | 74.7x | 0.0% |
| Advanced Energy AEIS | $9.2B | $1.8B | 21.4% | 9.3% | 13.6% | 40.3x | 0.0% |
| FormFactor FORM | $7.8B | $785M | 2.8% | 7.3% | 6.8% | 67.5x | 3.7% |
Electronic Equipment & Instruments Β· 8
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Keysight Technologies KEYS | $54.5B | $5.4B | 8.0% | 16.3% | 12.1% | 43.1x | 1.0% |
| Roper Technologies ROP | $44.1B | $7.9B | 12.3% | 28.3% | 6.4% | 18.2x | 0.4% |
| Teledyne Technologies TDY | $29.3B | $6.1B | 7.9% | 18.8% | 7.8% | 28.6x | 0.8% |
| Zebra Technologies ZBRA | $18.6B | $5.4B | 8.3% | 13.0% | 9.7% | 35.3x | 0.6% |
| Cognex CGNX | $9.4B | $994M | 8.7% | 16.4% | 8.4% | 53.4x | 1.7% |
| Novanta NOVT | $5.8B | $981M | 3.3% | 9.6% | 6.5% | 89.7x | 3.0% |
| Vontier VNT | $4.8B | $3.1B | 3.2% | 18.3% | 15.8% | 14.2x | 0.5% |
| Crane NXT CXT | $3.3B | $1.7B | 11.4% | 14.9% | 10.4% | 23.6x | 2.3% |
IT Consulting & Other Services Β· 7
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| IBM IBM | $241.8B | $67.5B | 7.6% | β | 15.4% | 21.6x | 0.6% |
| Accenture ACN | $154.0B | $74.2B | 6.5% | 15.4% | 30.6% | 18.4x | 3.6% |
| Cognizant CTSH | $33.6B | $21.1B | 7.0% | 16.1% | 16.2% | 15.3x | 4.3% |
| Gartner IT | $15.3B | $6.5B | 3.7% | 15.8% | 44.6% | 20.8x | 1.8% |
| Kyndryl KD | $3.3B | $15.1B | 0.2% | β | 7.8% | 39.9x | 2.9% |
| DXC Technology DXC | $2.7B | $12.6B | β1.8% | 7.7% | 9.2% | 21.2x | 0.1% |
| NCR Voyix VYX | $1.2B | $2.7B | β4.7% | 1.0% | 1.3% | 20.5x | 2.9% |
Internet Services & Infrastructure Β· 7
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Shopify SHOP | $218.9B | $11.6B | 30.1% | 12.7% | 16.3% | 114.0x | 0.1% |
| Cloudflare NET | $115.4B | $2.2B | 29.9% | β9.6% | β29.7% | β | 7.3% |
| Verisign VRSN | $27.1B | $1.7B | 6.4% | 67.7% | β | 32.3x | 1.4% |
| GoDaddy GDDY | $14.8B | $5.0B | 8.3% | 22.8% | 30.6% | 16.8x | 1.7% |
| Akamai Technologies AKAM | $14.4B | $4.2B | 5.4% | 13.5% | 6.3% | 33.8x | 2.6% |
| DigitalOcean DOCN | $11.8B | $901M | 15.5% | 17.4% | 15.7% | 43.2x | 1.3% |
| Wix.com WIX | $4.7B | $2.0B | 13.2% | 0.1% | β | β | οΏ½οΏ½ |
Electronic Manufacturing Services Β· 7
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| TE Connectivity TEL | $61.0B | $17.3B | 8.9% | 18.6% | 12.1% | 20.4x | 0.2% |
| Jabil JBL | $29.3B | $36.0B | 20.6% | 4.7% | 39.3% | 28.1x | 2.5% |
| Flex FLEX | $28.6B | $27.9B | 8.1% | 4.9% | 16.3% | 29.6x | 0.2% |
| Fabrinet FN | $11.4B | $4.6B | 35.7% | 10.0% | 30.0% | 24.1x | 0.9% |
| TTM Technologies TTMI | $8.6B | $2.9B | 19.0% | 9.1% | 10.7% | 36.3x | 8.4% |
| Sanmina SANM | $8.6B | $8.1B | 7.4% | 4.4% | 14.2% | 27.9x | 0.8% |
| IPG Photonics IPGP | $3.0B | $1.0B | 2.7% | 1.3% | 0.8% | 109.3x | 2.4% |
Electronic Components Β· 5
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Corning GLW | $108.2B | $15.6B | 19.1% | 14.6% | 10.8% | 56.5x | 0.2% |
| Amphenol APH | $95.5B | $23.1B | 51.7% | 25.4% | 29.1% | 18.6x | 1.4% |
| Coherent COHR | $40.9B | $7.1B | 22.5% | β | 9.1% | 50.8x | 0.7% |
| Littelfuse LFUS | $8.9B | $2.4B | 8.9% | 1.6% | 0.7% | β | 0.3% |
| Belden BDC | $4.1B | $2.7B | 10.3% | 11.6% | 13.3% | 16.9x | 0.7% |
Technology Distributors Β· 4
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| CDW CDW | $21.0B | $22.4B | 6.8% | 7.4% | 16.4% | 19.8x | 0.3% |
| TD Synnex SNX | $19.6B | $62.5B | 6.9% | 2.3% | 10.3% | 15.1x | 0.1% |
| Arrow Electronics ARW | $10.9B | $30.9B | 10.5% | 2.7% | 7.3% | 13.4x | 0.2% |
| Avnet AVT | $7.3B | $27.6B | 24.5% | 2.6% | 7.0% | 22.0x | 0.6% |