18 companies · median 20 of 36 checks · prices as of 2026-09-08
Semiconductors and electronics stocks.
Sorted by how many checks each one passes. Sort by any column to see who is cheapest, who is growing, or who has the strongest balance sheet - and how that compares with what is normal for the industry.
Ranked by checks passed
18 of 201 covered companies→The semiconductor and electronics companies we cover are not one trade: NVIDIA (NVDA) passes 28 of its 36 checks and Plug Power (PLUG) passes 5, with a median of 20.
→NVDA, AVGO, MU are 72% of the $11.51T we cover here, so a sector average says more about them than about the rest.
 NVIDIANVDADesigns the GPUs that train and run most of the world's AI models.ReportFact sheet | -2.0% | +35.3% | 1 | 5 | 5 | 6 | 5 | 6 | 28/36 |
 QualcommQCOMDesigns the modems and processors in most Android phones, and licenses its wireless patents.ReportFact sheet | +3.2% | +11.2% | 2 | 2 | 6 | 6 | 4 | 3 | 23/36 |
 MicronMUMakes memory chips: DRAM and NAND for servers, phones and PCs, a deeply cyclical business.ReportFact sheet | -1.6% | +662.6% | 1 | 3 | 6 | 6 | 1 | 5 | 22/36 |
 GE AerospaceGEMakes and services jet engines for airliners and military aircraft.ReportFact sheet | -0.7% | +20.5% | 2 | 6 | 6 | 3 | 4 | 1 | 22/36 |
 First SolarFSLRMakes thin-film solar panels in the US for utility-scale projects.ReportFact sheet | +4.3% | +4.0% | 3 | 5 | 5 | 6 | 1 | 1 | 21/36 |
 AMDAMDDesigns CPUs and GPUs for PCs, servers and AI, the main challenger to Intel and Nvidia.ReportFact sheet | +5.9% | +234.6% | 0 | 6 | 4 | 5 | 1 | 4 | 20/36 |
 Applied MaterialsAMATMakes the machines that chipmakers use to deposit and etch the layers of a semiconductor.ReportFact sheet | +4.0% | +192.1% | 0 | 3 | 6 | 6 | 4 | 1 | 20/36 |
 Texas InstrumentsTXNMakes analogue and embedded chips for industrial and automotive customers in its own factories.ReportFact sheet | +0.2% | +41.3% | 0 | 3 | 6 | 5 | 5 | 1 | 20/36 |
 Marvell TechnologyMRVLDesigns data-centre networking and custom AI chips for cloud providers.ReportFact sheet | +0.8% | +256.7% | 0 | 4 | 5 | 6 | 2 | 3 | 20/36 |
 Analog DevicesADIMakes analogue and signal-processing chips for industrial, automotive and communications customers.ReportFact sheet | +0.3% | +48.8% | 0 | 4 | 6 | 4 | 4 | 1 | 19/36 |
 GE VernovaGEVMakes gas turbines, wind turbines and grid equipment, spun out of GE.ReportFact sheet | +3.1% | +67.2% | 1 | 5 | 3 | 4 | 4 | 1 | 18/36 |
 onsemiONMakes power and sensing chips for cars and industrial equipment.ReportFact sheet | -4.4% | +44.7% | 1 | 2 | 3 | 6 | 4 | 1 | 17/36 |
 BroadcomAVGODesigns networking and custom AI chips, and owns VMware's infrastructure software.ReportFact sheet | +3.0% | +10.9% | 0 | 2 | 6 | 6 | 2 | 0 | 16/36 |
 Enphase EnergyENPHMakes microinverters and batteries for rooftop solar.ReportFact sheet | +6.8% | -2.1% | 0 | 1 | 3 | 5 | 2 | 1 | 12/36 |
 IntelINTCMakes CPUs for PCs and servers in its own factories, and is rebuilding as a chip foundry.ReportFact sheet | +9.0% | +326.6% | 0 | 1 | 1 | 4 | 0 | 3 | 9/36 |
 ChargePointCHPTSells electric-vehicle charging hardware and the software that runs it.ReportFact sheet | -5.3% | -8.3% | 2 | 2 | 0 | 0 | 1 | 4 | 9/36 |
 SunrunRUNInstalls and leases rooftop solar and batteries to homeowners.ReportFact sheet | +3.7% | -49.3% | 1 | 3 | 1 | 1 | 0 | 0 | 6/36 |
 Plug PowerPLUGMakes hydrogen fuel cells and electrolysers, and has yet to turn a profit.ReportFact sheet | +4.2% | +54.8% | 0 | 2 | 0 | 1 | 0 | 2 | 5/36 |
The filings behind this table close between 2026-03-31 and 2026-08-01, because these companies do not share a fiscal calendar; prices are the close of 2026-09-08. Each name links to its full report; every score is a count of pass-or-fail checks read from that company's own filings.
Where the sector falls short
median score per axis→Value is where the semiconductor and electronics companies we cover come up short most often, at a median of 0.5 of 6, while Quality runs at 5.
| Value | ●○○○○○ | 1 of 6 |
| Growth | ●●●○○○ | 3 of 6 |
| Quality | ●●●●●○ | 5 of 6 |
| Health | ●●●●●○ | 5 of 6 |
| Shareholder returns | ●●○○○○ | 2 of 6 |
| Trend analysis | ●○○○○○ | 1 of 6 |
What a normal margin looks like here
sector percentiles · 155 filers→Gross margin clusters among semiconductor and electronics companies, from 26% to 45% across the middle of the field, with a midpoint of 35% measured over 155 filers.
| Metric | Bottom third | Midpoint | Top third |
|---|---|---|---|
| Gross margin n=155 | 26.2% | 35.5% | 44.7% |
| Operating margin n=161 | -10.9% | 4.0% | 8.5% |
| Net margin n=166 | -9.8% | 2.4% | 8.9% |
| Return on equity n=149 | -6.6% | 4.3% | 11.6% |
Who grows, and who keeps it
every company in the industry→NVDA, AVGO, QCOM, MU, TXN, ADI, MRVL, FSLR do both: growing faster than this industry's middle and keeping more of each sale than it does. The industry's middle is 8% growth on a 11% margin. INTC, ON do neither.
A year of price
not a fact about the business→15 of 18 are up over twelve months and the median move is +43.0% - Micron (MU) at +662.6% against Sunrun (RUN) at -49.3%. Price is not a fact about a business, and the Trend chapter of each report says what it is measured on.
Head to head
3 pairsThe table above gives the order. These put two of them in one column each, so you can see where the difference actually is.