Top 15 Semiconductor Stocks Ranked by Marvin Scores
Marvin's top semiconductor stocks, led by NVIDIA, Taiwan Semiconductor, Micron, ASML and Broadcom, ranked by overall score against industry peers. Each pick shows its growth, margins and debt, plus a caution.
Semiconductors are the chips that power computers, phones, cars and data centers. This list shows 15 semiconductor companies that Marvin's scoring rates highest compared with other companies in the same industry.
Chip companies differ a lot. Some design chips, some make the machines that produce them, and some focus on specialized parts. Their results can also swing from year to year, so look at growth, profit margins and debt together rather than at one number.
This is a research starting point, not a recommendation. A high score means a company looks strong next to its industry peers today. It says nothing about where a stock will go next.
The list
How Marvin ranked these stocks
Marvin included companies above a minimum size and ranked them by Overall score, highest first, within the Semiconductors industry. Scores for overall, quality and opportunity are relative to each company's own industry, so they show how a company compares with other chip companies, not with the whole market. Data is as of October 2026. Where a figure is missing for a company, the write-up says so.
Companies above about $300 million in size, ranked by Marvin scores (0-100, relative to each company's own industry). The Semiconductors industry, highest Overall score first.
The stocks, one by one
NVIDIA Corporation NVDA
NVIDIA has the top overall score of 97. Revenue growth of 65.5%, an operating margin of 65.2% and debt-to-equity of 0.17 point to fast growth, strong profitability and little debt. Caution: growth this fast is unusual, and the score only compares it with industry peers.
Taiwan Semiconductor Manufacturing Company Limited TSM
Taiwan Semiconductor scores 96 overall, with quality at 97 and opportunity at 96, so it ranks well on both. Caution: Marvin has no growth, margin, return or debt figures for it here, so those strengths can't be checked in this list.
Micron Technology, Inc. MU
Micron's revenue growth of 256.3% is the highest on this list, and its operating margin of 74.6% and debt-to-equity of 0.04 suggest strong profits with very little debt. Caution: growth that large is unusual, and chip makers' results can swing from year to year.
ASML Holding N.V. ASML
ASML combines an operating margin of 34.6% with a return on equity of 49.0%, which suggests efficient, profitable operations. Growth of 15.6% is solid but more modest. Caution: its opportunity score of 79 trails its quality score of 95.
Broadcom Inc. AVGO
Broadcom shows an operating margin of 48.0% and a free cash flow margin of 44.2%, so a large share of sales turns into profit and cash. Revenue grew 23.9%. Caution: debt-to-equity of 0.60 is higher than several top-ranked peers.
NVE Corporation NVEC
NVE Corporation has a gross margin of 79.3% and an operating margin of 62.1%, which are very strong for a company of its type. Caution: revenue growth was only 1.8%, and no debt figure is available for it.
QUALCOMM Incorporated QCOM
QUALCOMM has an opportunity score of 90 and revenue growth of 13.7%, with a return on equity of 33.5%. Caution: its operating margin of 23.2% is lower than many higher-ranked peers, so profits are solid but less rich.
Lam Research Corporation LRCX
Lam Research grew revenue 26.0% and earned a return on equity of 58.3%, with debt-to-equity of 0.33 suggesting moderate debt. Its operating margin is 35.3%. Caution: its free cash flow margin of 21.1% is lower than many peers on this list.
Analog Devices, Inc. ADI
Analog Devices has an operating margin of 35.5%, a free cash flow margin of 35.6% and growth of 16.9%, a steady and profitable mix. Caution: its return on equity of 12.3% is modest next to several others in this ranking.
Rambus Inc. RMBS
Rambus has a gross margin of 79.5% and a free cash flow margin of 46.5%, so it converts a lot of sales into cash. Growth was 27.1%. Caution: its opportunity score of 68 is low for this list, and no debt figure is available.
Astera Labs, Inc. Common Stock ALAB
Astera Labs grew revenue 115.1% and has a gross margin of 75.1%, which shows rapid expansion with healthy product profits. Caution: its operating margin of 22.8% is lower than most peers here, and no debt figure is available.
Monolithic Power Systems, Inc. MPWR
Monolithic Power Systems has a quality score of 89 and revenue growth of 26.4%, with an operating margin of 28.7%. Caution: its opportunity score of 54 is the lowest on this list, and its free cash flow margin is only 17.9%.
Texas Instruments Incorporated TXN
Texas Instruments has an operating margin of 37.3% and a return on equity of 33.6%, signs of a profitable business. Growth was a steadier 13.0%. Caution: debt-to-equity of 0.78 is higher than most companies ranked above it.
Penguin Solutions, Inc. PENG
Penguin Solutions has a high opportunity score of 94 and revenue growth of 16.9%. Caution: its operating margin is thin at 7.2%, free cash flow margin is -4.6%, and debt-to-equity of 1.16 is the highest here.
Silicon Laboratories Inc. SLAB
Silicon Laboratories grew revenue 34.3% and has a gross margin of 60.6%, which shows demand and healthy product profits. Caution: its operating margin of -5.1% and return on equity of -3.6% are negative, so it is not yet profitable overall, and no debt figure is available.
Common questions
What does a semiconductor company do?
Semiconductor companies design, manufacture or supply the equipment for the chips used in computers, phones, cars and many other electronics. Some do one of these jobs and some do several.
Why are the scores relative to the industry?
Different industries have different normal levels of profit, growth and debt. Comparing a chip company with other chip companies gives a fairer picture than comparing it with every company in the market.
Does a high Marvin score mean a stock is a good investment?
No. The scores describe how a company compares with its industry peers today. They are not a prediction or advice, and chip stocks can be volatile, so check the figures and your own situation.
Keep reading
- Top 15 Technology Stocks by Marvin Opportunity Score
- Top 15 Technology Companies With the Strongest Businesses
- Top 15 Technology Stocks Right Now, Ranked 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.