Sectors

Semiconductors stocks

Peer comparison of the 7 Semiconductors stocks tracked by R40, ordered by market cap.

Above 40
4 of 7
Median R40
55.5
Median revenue growth
+32.7%
Median FCF margin
+21.5%
Top score
MU 219 2026 Q2
Lowest score
INTC -12 2026 Q1

Growth and margin medians cover the 6 of 7 members with reported history.

Ordered by market cap, largest first — not by Rule of 40 score.

Company R40 Market cap Price Revenue growth FCF margin P/E
Broadcom Inc. AVGO Broadcom Inc. R40942026 Q2 $1.83T $389.28 +47.9% +46.2% 70.2
Micron Technology, Inc. MU Micron Technology, Inc. R402192026 Q2 $936.61B $823.03 +196.3% +23.1% 12.8
Advanced Micro Devices, Inc. AMD Advanced Micro Devices, Inc. R40632026 Q1 $778.98B $476.15 +37.8% +25.0% 66.0
Intel Corporation INTC Intel Corporation R40-122026 Q1 $408.61B $90.20 +7.2% -18.7% 837.4
Sandisk Corporation SNDK Sandisk Corporation R400 $190.46B $1,214.83 - - 24.4
Marvell Technology, Inc. MRVL Marvell Technology, Inc. R4048FY2027 Q1 $168.43B $187.56 +27.6% +20.0% 58.8
QUALCOMM Incorporated QCOM QUALCOMM Incorporated R40152026 Q2 $159.27B $147.61 -3.5% +18.1% 28.0