Top 15 Technology Stocks Right Now, Ranked by Marvin Scores
Marvin's rules pick 15 Technology stocks, led by Dave, Gen Digital, NVIDIA and Sandisk, all with very high Overall scores. Each is compared with other companies in its own industry, and each has strengths and cautions.
This list shows the Technology stocks that score highest on Marvin's rules today. It covers 15 companies, from software and semiconductors to hardware and IT services. Marvin did not pick favorites. The order comes only from Overall scores.
Scores are relative. A high score means a company looks strong next to other companies in its own industry. It does not mean the stock will rise, and it is not a recommendation to buy. Each blurb below pairs the score with plain figures such as growth, margins and debt.
Look at the cautions as well as the strengths. Some companies here grow very fast, some carry more debt, and a few show negative profit measures or are missing figures. Technology also covers very different businesses, so compare companies within the same industry where you can.
The list
How Marvin ranked these stocks
Marvin included companies above a minimum size and ranked them by Marvin scores, which run on a scale from zero to one hundred. The scores are relative to each company's own industry. The list covers the Technology sector, with the highest Overall score first and at most four stocks from any one industry. A high score therefore means a company stands out among its industry peers, not among all stocks.
Companies above about $300 million in size, ranked by Marvin scores (0-100, relative to each company's own industry). The Technology sector, highest Overall score first; at most 4 per industry.
The stocks, one by one
Dave Inc. DAVE
Dave Inc. has an Overall score of 97, with revenue growth of 59.7% and a free cash flow margin of 50.7%, suggesting fast growth and strong cash generation. Return on equity of 107.1% is very high. Caution: operating margin and debt figures are missing, so the picture is incomplete.
Gen Digital Inc. GEN
Gen Digital combines revenue growth of 27.1% with an operating margin of 41.7%, pointing to solid growth and strong profitability. Caution: its debt-to-equity ratio of 3.08 is noticeably higher than most picks here, meaning it relies more on borrowed money.
NVIDIA Corporation NVDA
NVIDIA posted revenue growth of 65.5% and an operating margin of 65.2%, both very strong, with debt-to-equity of just 0.17. Caution: semiconductors are a cyclical industry, and growth this fast can be hard to repeat in later years.
Sandisk Corporation SNDK
Sandisk shows revenue growth of 175.3%, an operating margin of 61.2% and almost no debt, with debt-to-equity at 0.01. Caution: growth this large is unusual and may not be a steady pattern for a hardware company.
Amphenol Corporation APH
Amphenol pairs revenue growth of 51.7% with an operating margin of 27.0%, a healthy mix of growth and profitability. Caution: its free cash flow margin of 16.2% is lower than many peers on this list, and debt-to-equity is 1.11.
AppLovin Corporation APP
AppLovin shows revenue growth of 70.0%, an operating margin of 77.4% and a gross margin of 88.5%, all very strong. Caution: its free cash flow margin is not available, and its Opportunity score of 94 trails its Quality score of 97.
Jack Henry & Associates, Inc. JKHY
Jack Henry has modest revenue growth of 7.1% but steady profitability, with an operating margin of 25.0% and very little debt (debt-to-equity 0.04). Caution: its Opportunity score of 67 is among the lowest on this list, and growth is slow.
Taiwan Semiconductor Manufacturing Company Limited TSM
Taiwan Semiconductor has an Overall score of 96, with Quality at 97 and Opportunity at 96, so it ranks well on both counts within semiconductors. Caution: growth, margin, return and debt figures are missing, so we cannot show what drives the scores.
Apple Inc. AAPL
Apple has modest revenue growth of 6.4% but a strong operating margin of 33.2% and return on equity of 119.9%. Caution: its Opportunity score of 65 is the lowest on this list, even though its Quality score is 96.
Cisco Systems, Inc. CSCO
Cisco shows moderate revenue growth of 11.8%, an operating margin of 24.3% and a gross margin of 64.5%, suggesting a steady, profitable business. Caution: growth is slower than many technology peers here, and its Opportunity score is 87.
JFrog Ltd. FROG
JFrog grew revenue by 24.1% and produced a free cash flow margin of 28.3%, with a gross margin of 77.9%. Caution: its operating margin of -11.5% and return on equity of -4.6% are negative, so it is not yet profitable on those measures.
Microsoft Corporation MSFT
Microsoft combines revenue growth of 17.8% with an operating margin of 46.8% and low debt, with debt-to-equity of 0.29. Caution: its Opportunity score of 83 is lower than its Quality score of 97, and growth is slower than the fastest names here.
Micron Technology, Inc. MU
Micron reports revenue growth of 256.3%, an operating margin of 74.6% and little debt (debt-to-equity 0.04). Caution: semiconductors tend to move in cycles, and growth this extreme is hard to treat as a steady pace.
Remitly Global, Inc. RELY
Remitly grew revenue by 29.4% and generates a free cash flow margin of 21.4%, with very little debt (debt-to-equity 0.03). Caution: its operating margin of 9.5% is thin compared with others here, and gross margin is not available.
Snowflake Inc. SNOW
Snowflake grew revenue by 29.2% and has a free cash flow margin of 22.0%, with a gross margin of 67.0%. Caution: its operating margin of -22.8% and return on equity of -50.7% are negative, so it is not profitable on those measures.
Common questions
What do Marvin's Overall, Quality and Opportunity scores mean?
Each score runs on a scale from zero to one hundred and compares a company with others in its own industry. Overall is the headline score, and Quality and Opportunity are components that describe different sides of the comparison. They describe where a company stands today and are not predictions.
Does a high score mean I should buy the stock?
No. The scores show how a company compares with industry peers, not whether its share price will rise. Treat the list as a starting point for research, and read the cautions, such as debt, negative margins or missing data, before drawing conclusions.
Why do some stocks on the list have missing figures or negative margins?
Marvin only shows a figure when the data is available, so some companies lack entries such as free cash flow margin or debt. A negative operating margin or return on equity means the company lost money on that measure in its last fiscal year, even if its growth or cash flow looks strong.
Keep reading
- Top 15 Technology Companies With the Strongest Businesses
- Top 15 Technology Stocks by Marvin Opportunity Score
- Top 11 Software Stocks by Marvin Scores
- Top 25 Quality Stocks Trading Well Below Their Highs
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Marvin's scores (0-100) compare each company with others in its industry today. Growth and margin figures come from SEC filings. This is general information, not personal investment advice or a recommendation to buy or sell anything. Do your own research.