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
| # | Company | Sector | Score |
|---|---|---|---|
| 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%). |
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). |
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). |
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). |
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). |
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). |
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). |
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). |
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). |
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). |
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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Informational only — NOT financial advice.