Sector
Technology
Software, chips and hardware. Usually fast-growing and highly profitable, so they tend to trade on higher valuations.
Typical revenue growth
15.1%
a year, last decade
Typical operating margin
30.6%
Typical return on capital
36.7%
5-year average
Priced vs usual
–
0 cheaper · 0 dearer than usual
Standouts
All technology companies
biggest first| Company | Size | Quality | Health | Return on capital | Growth | vs usual price |
|---|---|---|---|---|---|---|
| NVDA NVIDIA | $5.18tn | 5/7 | 4 | 82.6% | 45.7% | – |
| AAPL Apple | $5.01tn | 5/7 | 8 | 93.7% | 5.9% | – |
| MSFT Microsoft | $3.88tn | 6/7 | 6 | 44.0% | 13.8% | – |
| AVGO Broadcom | $1.58tn | 3/6 | 8 | 18.9% | 19.1% | – |
| MU Micron | $1.03tn | 3/6 | 8 | 21.7% | 26.8% | – |
| AMD AMD | $870bn | 2/6 | 8 | 17.3% | 24.1% | – |
| INTC Intel | $481bn | 2/6 | 6 | 1.9% | -0.5% | – |
| PLTR Palantir | $478bn | 3/6 | 8 | – | 33.4% | – |
| CSCO Cisco | $435bn | 5/7 | 7 | 29.6% | 2.5% | – |
| ORCL Oracle | $377bn | 5/7 | 5 | 64.9% | 6.2% | – |
| AMAT Applied Materials | $304bn | 6/7 | 6 | 43.4% | 11.4% | – |
| TXN Texas Instruments | $262bn | 5/7 | 7 | 41.1% | 3.1% | – |
| IBM IBM | $241bn | 2/4 | 6 | – | -1.9% | – |
| CRM Salesforce | $204bn | 3/6 | 7 | 6.1% | 20.1% | – |
| QCOM Qualcomm | $193bn | 5/7 | 6 | 42.0% | 5.8% | – |
| NOW ServiceNow | $164bn | 3/5 | 5 | 32.3% | 29.4% | – |
| ADBE Adobe | $103bn | 6/7 | 7 | 45.9% | 17.4% | – |
| INTU Intuit | $91bn | 5/7 | 7 | 14.9% | 16.4% | – |
Quality = long-term checks passed (growth, cash generation, returns, margins, dilution, debt). Health = Piotroski F-score. Standouts are facts, not recommendations.