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Long-term Top 10 — Information Technology — 18 Aug 2026

The ten as they stood on 18 Aug 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 long-term 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 1.

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The ten

#CompanySectorScore
1 Micron Technology (MU)

Profitability 96th (operating margin 65.6%, return on equity 70.6%) and financial health 90th (debt to equity 0.1, free cash flow margin 29%); weakest is growth (60th, 3-year revenue CAGR 6.7%).

  • Profitability96.3
  • Growth59.6
  • Financial health89.5
  • Valuation62.3
  • Shareholder return70.8
  • Long-term trend84.1
Information Technology 77.9
2 Nvidia (NVDA)

Growth 99th (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 (26th, price to book 28.8, price to earnings 34).

  • Profitability97.6
  • Growth99.2
  • Financial health94.6
  • Valuation26.1
  • Shareholder return36.1
  • Long-term trend61.8
Information Technology 73.4
3 Ubiquiti (UI)

Profitability 90th (return on equity 101.4%, operating margin 35.8%) and financial health 90th (debt to equity 0, free cash flow margin 23.9%); weakest is valuation (23rd, price to book 37.3, price to earnings 37.4).

  • Profitability90.4
  • Growth88.7
  • Financial health89.6
  • Valuation22.6
  • Shareholder return70.8
  • Long-term trend57.2
Information Technology 71.2
4 Marvell Technology (MRVL)

Growth 86th (revenue growth year over year 34.1%, 3-year revenue CAGR 11.4%) and long-term trend 83rd (over the past 12 months this stock beat the market by 162.2 percentage points); weakest is valuation (19th, price to earnings 77, price to book 4.8).

  • Profitability72.1
  • Growth85.6
  • Financial health74.8
  • Valuation19.0
  • Shareholder return70.8
  • Long-term trend83.3
Information Technology 69.4
5 ASML Holding (ASML)

Financial health 87th (free cash flow margin 28.2%, debt to equity 0.1) and profitability 86th (return on equity 41.5%, operating margin 34.8%); weakest is valuation (13th, price to book 14.5, price to earnings 57.5).

  • Profitability86.3
  • Growth73.6
  • Financial health86.7
  • Valuation13.4
  • Shareholder return70.8
  • Long-term trend73.4
Information Technology 68.8
6 Microsoft (MSFT)

Profitability 89th (operating margin 46.7%, return on equity 33.2%) and growth 83rd (3-year revenue CAGR 16.1%, revenue growth year over year 17.8%); weakest is valuation (39th, price to book 6.3, price to earnings 27.7).

  • Profitability88.8
  • Growth83.4
  • Financial health77.6
  • Valuation39.0
  • Shareholder return70.8
  • Long-term trend47.6
Information Technology 68.5
7 ADEIA INC (ADEA)

Profitability 84th (operating margin 41.6%, return on equity 26.7%) and long-term trend 79th (over the past 12 months this stock beat the market by 66.3 percentage points); weakest is valuation (48th, price to book 3.9, price to earnings 25.6).

  • Profitability84.4
  • Growth56.1
  • Financial health69.4
  • Valuation47.5
  • Shareholder return70.8
  • Long-term trend79.0
Information Technology 68.5
8 Lam Research (LRCX)

Profitability 89th (return on equity 67%, operating margin 35.3%) and long-term trend 82nd (over the past 12 months this stock beat the market by 212.3 percentage points); weakest is valuation (12th, price to book 41.2, price to earnings 56.2).

  • Profitability89.0
  • Growth81.0
  • Financial health75.9
  • Valuation12.2
  • Shareholder return36.1
  • Long-term trend82.3
Information Technology 67.3
9 Gen Digital (GEN)

Profitability 90th (operating margin 41.3%, return on equity 41.9%) and growth 84th (3-year revenue CAGR 14.7%, revenue growth year over year 20.2%); weakest is long-term trend (46th, over the past 12 months this stock lagged the market by 31.2 percentage points).

  • Profitability89.7
  • Growth83.9
  • Financial health50.9
  • Valuation57.5
  • Shareholder return70.8
  • Long-term trend46.3
Information Technology 67.3
10 Monolithic Power Systems (MPWR)

Growth 88th (revenue growth year over year 28.7%, 3-year revenue CAGR 15.9%) and financial health 83rd (debt to equity 0, free cash flow margin 17.9%); weakest is valuation (8th, price to earnings 86.8, price to book 12.3).

  • Profitability73.7
  • Growth88.3
  • Financial health83.0
  • Valuation7.9
  • Shareholder return70.8
  • Long-term trend69.1
Information Technology 66.9

Entered on 18 Aug 2026

Micron Technology (MU) — Entered 18 Aug 2026: first selection for this list at rank 1, score 77.9.

Nvidia (NVDA) — Entered 18 Aug 2026: first selection for this list at rank 2, score 73.4.

Ubiquiti (UI) — Entered 18 Aug 2026: first selection for this list at rank 3, score 71.2.

Marvell Technology (MRVL) — Entered 18 Aug 2026: first selection for this list at rank 4, score 69.4.

ASML Holding (ASML) — Entered 18 Aug 2026: first selection for this list at rank 5, score 68.8.

Microsoft (MSFT) — Entered 18 Aug 2026: first selection for this list at rank 6, score 68.5.

ADEIA INC (ADEA) — Entered 18 Aug 2026: first selection for this list at rank 7, score 68.5.

Lam Research (LRCX) — Entered 18 Aug 2026: first selection for this list at rank 8, score 67.3.

Gen Digital (GEN) — Entered 18 Aug 2026: first selection for this list at rank 9, score 67.3.

Monolithic Power Systems (MPWR) — Entered 18 Aug 2026: first selection for this list at rank 10, score 66.9.

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