Ranked by peer-relative quality score as a proxy for capital efficiency. Semiconductor companies.
In the Technology segment, this ranking covers 30 companies, with visible quality scores ranging from 98 at the top to 7 at the lower end of the displayed cohort. The middle of the ranking sits around 60, so names materially above that level stand out on quality.
| # | Company | Quality score | |
|---|---|---|---|
| #1 |
NVDA · Technology
|
98 |
Analysis → |
| #2 |
ASML.AS · Technology
|
89 |
Analysis → |
| #3 |
TXN · Technology
|
85 |
Analysis → |
| #4 |
BESI.AS · Technology
|
84 |
Analysis → |
| #5 |
QCOM · Technology
|
83 |
Analysis → |
| #6 |
ALAB · Technology
|
82 |
Analysis → |
| #7 |
LRCX · Technology
|
81 |
Analysis → |
| #8 |
KLAC · Technology
|
81 |
Analysis → |
| #9 |
ASML · Technology
|
79 |
Analysis → |
| #10 |
MPWR · Technology
|
79 |
Analysis → |
| #11 |
SMHN.DE · Technology
|
75 |
Analysis → |
| #12 |
MU · Technology
|
74 |
Analysis → |
| #13 |
AMAT · Technology
|
72 |
Analysis → |
| #14 |
ASM.AS · Technology
|
69 |
Analysis → |
| #15 |
ARM · Technology
|
61 |
Analysis → |
| #16 |
MRVL · Technology
|
60 |
Analysis → |
| #17 |
AIXA.DE · Technology
|
59 |
Analysis → |
| #18 |
ELG.DE · Technology
|
57 |
Analysis → |
| #19 |
AVGO · Technology
|
55 |
Analysis → |
| #20 |
NXPI · Technology
|
54 |
Analysis → |
| #21 |
ADI · Technology
|
47 |
Analysis → |
| #22 |
TER · Technology
|
39 |
Analysis → |
| #23 |
AMD · Technology
|
38 |
Analysis → |
| #24 |
GFS · Technology
|
37 |
Analysis → |
| #25 |
ON · Technology
|
33 |
Analysis → |
| #26 |
IFX.DE · Technology
|
20 |
Analysis → |
| #27 |
LSCC · Technology
|
9 |
Analysis → |
| #28 |
MCHP · Technology
|
8 |
Analysis → |
| #29 |
MTSI · Technology
|
8 |
Analysis → |
| #30 |
INTC · Technology
|
7 |
Analysis → |
Direct peer comparisons for the companies ranked above.
Full peer comparison, portfolio integration and live data for all ranked companies.
Rankings based on peer-relative quality scores. Descriptive only — not investment advice. Scores reflect structural position within each company's functional peer group.
AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.
Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.
Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.