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Top 10 — Information Technology — 1 Sep 2026

The ten as they stood on 1 Sep 2026. Scores, pillars and reasons are the ones recorded that day; nothing here is recomputed. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100.

The Top 10 score is a published weighted sum of percentile ranks, rebalanced on the first trading day of each month. A list is a published formula and its output, not a recommendation. Method version 3.

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The ten

#CompanyWhy it was hereSectorScore
1 SK hynix Inc. (SKHY)
Growth 98th (revenue growth year over year 85%).

Growth 98th (revenue growth year over year 85%) and profitability 96th (operating margin 58.5%, return on equity 63.7%); weakest is trend (54th, it is 17.5% below its highest point of the past year). Scored on 5 of 6 pillars — it pays a dividend, but its filings carry no per-share series to count increases from; no annual share count in its filings.

  • Profitability95.8
  • Growth98.4
  • Financial health84.4
  • Valuation70.3
  • Capital returnnot scored
  • Trend53.5
 Information Technology 80.8
2 Nvidia (NVDA)
Growth 98th (3-year revenue CAGR 100%, revenue growth year over year 70.7%).

Growth 98th (3-year revenue CAGR 100%, revenue growth year over year 70.7%) and profitability 98th (operating margin 64%, return on equity 111.7%); weakest is valuation (32nd, price to book 22.9, price to earnings 33.3).

  • Profitability97.9
  • Growth98.2
  • Financial health91.0
  • Valuation32.4
  • Capital return56.7
  • Trend74.5
 Information Technology 78.3
3 Sandisk (SNDK)
Growth 98th (revenue growth year over year 175.3%, 3-year revenue CAGR 49.3%).

Growth 98th (revenue growth year over year 175.3%, 3-year revenue CAGR 49.3%) and profitability 97th (operating margin 61.2%, return on equity 93.1%); weakest is capital return (20th, consecutive years of dividend increases 0 years, net share count bought back over the year -6.9).

  • Profitability97.1
  • Growth98.1
  • Financial health96.6
  • Valuation44.5
  • Capital return19.9
  • Trend71.0
 Information Technology 76.4
4 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM)
Profitability 93rd (operating margin 56.4%, return on equity 39.9%).

Profitability 93rd (operating margin 56.4%, return on equity 39.9%) and growth 82nd (revenue growth year over year 31.4%, 3-year revenue CAGR 15.5%); weakest is valuation (46th, price to book 7.3, price to earnings 27.9). Scored on 5 of 6 pillars — it pays a dividend, but its filings carry no per-share series to count increases from; no annual share count in its filings.

  • Profitability93.0
  • Growth81.8
  • Financial health80.1
  • Valuation46.0
  • Capital returnnot scored
  • Trend73.6
 Information Technology 76.2
5 Micron Technology (MU)
Profitability 97th (operating margin 65.6%, return on equity 70.6%).

Profitability 97th (operating margin 65.6%, return on equity 70.6%) and financial health 85th (free cash flow margin 29%, debt to equity 0.1); weakest is valuation (47th, price to book 10.5, price to earnings 21.1).

  • Profitability96.7
  • Growth49.2
  • Financial health85.4
  • Valuation46.9
  • Capital return80.2
  • Trend76.0
 Information Technology 72.2
6 Microsoft (MSFT)
Profitability 90th (operating margin 46.7%, return on equity 33.2%).

Profitability 90th (operating margin 46.7%, return on equity 33.2%) and capital return 80th (consecutive years of dividend increases 5 years); weakest is valuation (44th, price to book 8.4, price to earnings 27.9).

  • Profitability90.1
  • Growth75.2
  • Financial health72.5
  • Valuation43.9
  • Capital return80.2
  • Trend61.8
 Information Technology 70.9
7 Gen Digital (GEN)
Profitability 91st (operating margin 41.3%, return on equity 41.9%).

Profitability 91st (operating margin 41.3%, return on equity 41.9%) and capital return 80th (consecutive years of dividend increases 5 years); weakest is financial health (50th, debt to equity 3.1, free cash flow margin 30.5%).

  • Profitability90.9
  • Growth75.5
  • Financial health50.0
  • Valuation56.6
  • Capital return80.2
  • Trend65.2
 Information Technology 70.3
8 Arista Networks (ANET)
Financial health 96th (free cash flow margin 48.9%, debt to equity 0).

Financial health 96th (free cash flow margin 48.9%, debt to equity 0) and growth 88th (3-year revenue CAGR 27.1%, revenue growth year over year 32.6%); weakest is capital return (18th, consecutive years of dividend increases 0 years).

  • Profitability88.0
  • Growth88.2
  • Financial health95.9
  • Valuation18.0
  • Capital return17.9
  • Trend78.3
 Information Technology 69.8
9 ASML Holding (ASML)
Profitability 88th (return on equity 41.5%, operating margin 34.8%).

Profitability 88th (return on equity 41.5%, operating margin 34.8%) and financial health 82nd (free cash flow margin 28.2%, debt to equity 0.1); weakest is valuation (20th, price to book 14.5, price to earnings 57.5).

  • Profitability88.4
  • Growth65.1
  • Financial health82.4
  • Valuation19.7
  • Capital return80.2
  • Trend71.8
 Information Technology 68.4
11 Ubiquiti (UI)
Profitability 92nd (return on equity 101.4%, operating margin 35.8%).

Profitability 92nd (return on equity 101.4%, operating margin 35.8%) and financial health 87th (debt to equity 0, free cash flow margin 23.9%); weakest is valuation (28th, price to book 24.7, price to earnings 37.7).

  • Profitability92.3
  • Growth82.0
  • Financial health87.0
  • Valuation27.9
  • Capital return80.2
  • Trend34.4
 Information Technology 67.0

Entered on 1 Sep 2026

SK hynix Inc. (SKHY) — Entered 1 Sep 2026: score 80.8, rank 1 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version).

Sandisk (SNDK) — Entered 1 Sep 2026: score 76.4, rank 3 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version).

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) — Entered 1 Sep 2026: score 76.2, rank 4 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version).

Arista Networks (ANET) — Entered 1 Sep 2026: score 69.8, rank 8 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version).

Left on 1 Sep 2026

ADEIA INC (ADEA) — Left 1 Sep 2026: score 65.4, rank 21 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15).

Lam Research (LRCX) — Left 1 Sep 2026: score 65.7, rank 17 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15).

Monolithic Power Systems (MPWR) — Left 1 Sep 2026: score 64.8, rank 25 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15).

Marvell Technology (MRVL) — Left 1 Sep 2026: score 65.0, rank 24 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version) (a member leaves above rank 15).

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Informational only — NOT financial advice.