Mega-Cap Tech stocks
Peer comparison of the 8 Mega-Cap Tech stocks tracked by R40, ordered by market cap.
Ordered by market cap, largest first — not by Rule of 40 score.
| Company | R40 | Market cap | Price | Revenue growth | FCF margin | P/E |
|---|---|---|---|---|---|---|
NVDA
NVIDIA Corporation
|
R401282026 Q3 | $5.37T | $219.34 | +105.9% | +22.2% | 25.4 |
AAPL
Apple Inc.
|
R40462026 Q2 | $4.99T | $337.00 | +16.4% | +29.2% | 33.2 |
GOOGL
Alphabet Inc.
|
R40192026 Q2 | $4.25T | $347.33 | +24.2% | −4.9% | 17.9 |
MSFT
Microsoft Corporation
|
R40392026 Q2 | $3.71T | $497.75 | +17.7% | +21.8% | 20.8 |
AMZN
Amazon.com, Inc.
|
R40162026 Q2 | $2.72T | $251.19 | +19.6% | −3.8% | 19.2 |
META
Meta Platforms, Inc.
|
R40312026 Q2 | $1.76T | $682.31 | +28.0% | +2.9% | 21.2 |
TSLA
Tesla, Inc.
|
R40222026 Q2 | $1.29T | $366.20 | +25.5% | −3.9% | 389.4 |
BABA
Alibaba Group Holding Limited
|
R40-22026 Q2 | $247.47B | $108.54 | +14.7% | −16.6% | 23.2 |
Latest Mega-Cap Tech news
News
· TSLA
Australia's First Eight-Hour Battery Is 144 Four-Hour Megapacks Capped at 50 MW
Tesla gave one number for Limondale: 144 Megapacks. AEMO's register gives 50 MW and 400 MWh. The eight hours come from the export cap, not the batteries.
R40
News
· GNRC
Amazon Is Expected to Take $1.2 Billion a Year of Generac Generators. That Is Half Generac's Commercial Sales.
Amazon is expected to take $2.4B of Generac backup generators in 2027-28, $1.2B a year or 54% of Generac's C&I pace. The $8B only caps warrant vesting.
R40
News
· MU
Microsoft's Code of Conduct Contains No Capex Number. The Market Repriced Capacity Prices Anyway.
Microsoft's MAI Code of Conduct runs 15,203 words and never says compute. The capacity sellers fell 5-7% on it; flat prices cost our bases 19.5% to 41.7%.
R40