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§
Growth × Margin
median margin 11.4%
Rank rows by
Compounder
91 issuers
Growing + earning
Ticker
Name
Growth (YoY)
Margin
Revenue
AMAZON COM INC
+
16.6%
13.5%
$716.9B
Apple Inc.
+
16.6%
31.9%
$416.2B
Alphabet Inc.
+
24.2%
39.4%
$403.0B
MICROSOFT CORP
+
18.3%
43.9%
$281.7B
NVIDIA
+
85.2%
65.5%
$215.9B
Meta Platforms, Inc.
+
33.1%
42.8%
$201.0B
Taiwan Semiconductor ADR
+
36.0%
53.6%
$122.7B
Broadcom
+
47.9%
35.6%
$63.9B
THERMO FISHER SCIENTIFIC INC.
+
6.2%
16.3%
$44.6B
ASML Holding ADR
+
21.3%
35.6%
$38.3B
Micron Technology
+
345.7%
25.9%
$37.4B
Advanced Micro Devices
+
37.8%
12.0%
$34.6B
Applied Materials
+
11.4%
32.7%
$28.4B
FREEPORT-MCMORAN INC
+
12.2%
24.8%
$25.7B
3M CO
+
2.5%
16.9%
$24.9B
DANAHER CORP /DE/
+
5.5%
17.2%
$24.6B
Parker-Hannifin Corp
+
10.6%
20.7%
$19.9B
Lam Research
+
23.8%
32.3%
$18.4B
EMERSON ELECTRIC CO
+
2.9%
16.3%
$18.0B
Delta Electronics, Inc.
+
34.0%
15.8%
$17.7B
Texas Instruments
+
22.8%
32.3%
$17.7B
Shin-Etsu Chemical Co., Ltd.
+
3.2%
27.5%
$17.2B
Tokyo Electron Limited
+
10.6%
30.6%
$16.3B
ILLINOIS TOOL WORKS INC
+
4.6%
24.7%
$16.0B
CORNING INC /NY
+
20.0%
13.1%
$15.6B
Kioxia Holdings Corp.
+
188.9%
33.5%
$14.7B
NXP Semiconductors
+
12.2%
21.1%
$12.3B
Murata Manufacturing Co., Ltd.
+
13.9%
16.9%
$12.2B
KLA
+
11.5%
38.2%
$12.2B
Analog Devices
+
37.2%
24.6%
$11.0B
Sumitomo Metal Mining Co., Ltd.
+
22.5%
14.7%
$10.9B
Vertiv Holdings Co
+
30.1%
17.0%
$10.2B
Ajinomoto Co., Inc.
+
10.5%
12.4%
$10.0B
Western Digital
+
45.5%
11.9%
$9.5B
Seagate Technology Holdings plc
+
44.1%
16.6%
$9.1B
Xylem Inc.
+
2.7%
13.1%
$9.0B
Nippon Sanso Holdings Corporation
+
7.5%
13.0%
$8.5B
Marvell Technology
+
27.6%
37.2%
$8.2B
Fuji Electric Co., Ltd.
+
13.3%
11.4%
$7.7B
United Microelectronics ADR
+
5.5%
20.2%
$7.6B
ADVANTEST CORP
+
43.8%
45.8%
$7.5B
Keyence Corporation
+
17.9%
54.4%
$7.4B
Synopsys
+
41.9%
19.7%
$7.1B
GlobalFoundries
+
3.1%
13.4%
$6.8B
Nitto Denko Corporation
+
2.7%
18.0%
$6.5B
HOYA Corporation
+
15.6%
34.6%
$6.3B
Ebara Corporation
+
15.8%
11.6%
$6.1B
JX Advanced Metals Corporation
+
36.4%
19.1%
$5.6B
Keysight Technologies, Inc.
+
31.5%
20.1%
$5.4B
Cadence Design Systems
+
18.7%
28.7%
$5.3B
Lite-On Technology Corporation
+
19.2%
11.9%
$5.3B
Arm Holdings ADR
+
20.1%
23.5%
$4.9B
Mitsui Kinzoku Co., Ltd.
+
16.0%
15.5%
$4.8B
Qnity Electronics
+
17.6%
20.2%
$4.8B
Niterra Co., Ltd.
+
22.6%
22.6%
$4.6B
Asia Vital Components Co., Ltd.
+
110.2%
20.6%
$4.5B
Daifuku Co., Ltd.
+
0.0%
16.6%
$4.2B
Realtek Semiconductor Corp.
+
4.0%
14.1%
$3.9B
SCREEN Holdings Co., Ltd.
+
9.1%
20.9%
$3.8B
ASM International N.V.
+
2.8%
29.1%
$3.6B
Teradyne
+
87.0%
19.9%
$3.2B
Elite Material Co., Ltd.
+
52.5%
20.0%
$3.0B
Disco Corporation
+
12.3%
42.1%
$2.9B
Monolithic Power Systems
+
26.1%
27.5%
$2.8B
Ibiden Co.,Ltd.
+
18.6%
21.9%
$2.6B
Sino-American Silicon Products Inc.
+
0.0%
15.1%
$2.5B
Powertech Technology Inc.
+
37.6%
11.7%
$2.4B
Phison Electronics Corp.
+
194.5%
14.0%
$2.3B
HORIBA, Ltd.
+
17.6%
15.3%
$2.1B
Nanya Technology Corporation
+
582.9%
11.8%
$2.1B
Sumitomo Bakelite Company Limited
+
11.3%
12.1%
$2.0B
Cirrus Logic
+
5.7%
24.9%
$2.0B
Nippon Electric Glass Co., Ltd.
+
0.3%
13.5%
$2.0B
Nissan Chemical Corporation
+
10.0%
23.6%
$1.8B
Lasertec Corporation
+
5.4%
47.5%
$1.7B
Tower Semiconductor
+
15.5%
15.3%
$1.6B
Vanguard International Semiconductor Corporation
+
4.9%
19.0%
$1.5B
Nippon Kayaku Co., Ltd.
+
23.1%
13.9%
$1.5B
Tokyo Ohka Kogyo Co., Ltd.
+
23.6%
21.2%
$1.5B
Shinko Electric Industries Co., Ltd.
+
3.4%
11.6%
$1.4B
Credo Technology
+
157.0%
35.6%
$1.3B
Organo Corporation
+
4.9%
21.6%
$1.1B
King Yuan Electronics Co., Ltd.
+
39.3%
30.4%
$1.1B
Global Unichip Corp.
+
63.0%
13.0%
$1.1B
Nissin Electric Co., Ltd.
+
4.9%
12.8%
$1.1B
Lotes Co., Ltd
+
20.1%
30.2%
$1.1B
Tokyo Seimitsu Co., Ltd.
+
13.7%
19.9%
$1.0B
Onto Innovation
+
9.5%
16.2%
$1.0B
Silicon Motion
+
105.5%
15.8%
$886M
Astera Labs
+
93.4%
25.6%
$853M
Auras Technology Co., Ltd.
+
93.7%
14.1%
$742M
Cash Machine
9 issuers
Flat top line + strong margin
Ticker
Name
Growth (YoY)
Margin
Revenue
Qualcomm
-3.5%
28.6%
$44.3B
HONEYWELL INTERNATIONAL INC
-6.1%
14.6%
$37.4B
MediaTek Inc.
-2.7%
21.0%
$19.0B
Skyworks Solutions
-1.0%
12.9%
$4.1B
Novatek Microelectronics Corp.
-14.7%
19.4%
$3.2B
Kurita Water Industries Ltd.
-8.1%
14.4%
$2.5B
GlobalWafers Co., Ltd.
-10.3%
15.7%
$1.9B
Kokusai Electric Corporation
-3.5%
17.3%
$1.5B
JEOL Ltd.
-17.9%
16.4%
$1.1B
Scaling
87 issuers
Growing into margin compression
Ticker
Name
Growth (YoY)
Margin
Revenue
Hon Hai Precision Industry Co., Ltd.
+
28.9%
3.6%
$258.3B
Sony Group Corporation
+
15.4%
11.4%
$78.4B
Wistron Corporation
+
144.3%
3.5%
$69.7B
Quanta Computer Inc.
+
66.6%
4.5%
$67.7B
Intel
+
25.4%
2.9%
$52.9B
DOW INC.
+
19.7%
-6.3%
$40.0B
Mitsubishi Electric Corporation
+
14.3%
8.9%
$37.1B
Sumitomo Electric Industries, Ltd.
+
14.9%
9.9%
$32.1B
WPG Holdings Limited
+
27.2%
1.4%
$31.8B
Daikin Industries,Ltd.
+
16.4%
8.0%
$31.5B
ARROW ELECTRONICS, INC.
+
39.0%
2.3%
$30.9B
Wiwynn Corporation
+
62.0%
6.9%
$30.3B
JABIL INC
+
11.8%
3.0%
$29.8B
Canon Inc.
+
3.3%
10.4%
$29.5B
AVNET INC
+
33.9%
1.1%
$22.2B
Inventec Corporation
+
27.6%
1.7%
$22.0B
FUJIFILM Holdings Corporation
+
6.8%
11.0%
$21.1B
ASE Technology ADR
+
17.4%
7.9%
$20.7B
Asahi Kasei Corporation
+
4.5%
7.0%
$19.3B
Kajima Corporation
+
4.0%
8.3%
$19.3B
INFINEON TECHNOLOGIES AG
+
7.9%
9.4%
$17.2B
TDK Corporation
+
23.2%
11.1%
$16.7B
Toray Industries, Inc.
+
4.1%
4.2%
$16.3B
Kawasaki Heavy Industries, Ltd.
+
3.9%
6.3%
$14.5B
KYOCERA CORP
+
6.9%
8.2%
$13.8B
AGC Inc.
+
7.7%
6.1%
$13.1B
Air Products & Chemicals, Inc.
+
8.8%
-3.7%
$12.0B
STMicroelectronics
+
22.8%
3.4%
$11.8B
Toppan Inc.
+
5.0%
5.8%
$11.3B
MinebeaMitsumi Inc.
+
15.3%
8.0%
$10.5B
Dai Nippon Printing Co., Ltd.
+
1.5%
10.3%
$9.5B
Seiko Epson Corporation
+
8.9%
3.5%
$8.9B
Renesas Electronics Corporation
+
25.4%
-2.3%
$8.8B
Nan Ya Plastics Corporation
+
4.6%
2.5%
$8.3B
Macnica Fuji Electronics Holdings, Inc.
+
29.2%
3.2%
$7.6B
Sandisk Corp
+
251.0%
-20.1%
$7.4B
Innolux Corporation
+
19.2%
0.1%
$7.2B
Air Water Inc.
+
0.9%
6.9%
$7.2B
Amkor Technology
+
27.5%
6.6%
$6.7B
Sumitomo Heavy Industries, Ltd.
+
0.0%
4.2%
$6.7B
Nagase & Co., Ltd.
+
9.6%
4.7%
$6.1B
onsemi
+
4.7%
2.2%
$6.0B
Zhen Ding Technology Holding Limited
+
1.6%
7.7%
$5.8B
Coherent
+
20.5%
1.6%
$5.8B
Iwatani Corporation
+
3.4%
7.8%
$5.7B
MICROCHIP TECHNOLOGY INC
+
35.1%
5.8%
$4.7B
Dowa Holdings Co., Ltd.
+
52.8%
10.5%
$4.7B
ATI INC
+
0.6%
11.4%
$4.6B
Unimicron Technology Corp.
+
24.5%
6.7%
$4.2B
MKS Instruments
+
15.2%
7.7%
$3.9B
BRUKER CORP
+
2.7%
0.6%
$3.4B
Stanley Electric Co., Ltd.
+
3.4%
10.8%
$3.3B
ROHM Co., Ltd.
+
9.5%
-35.5%
$3.2B
Entegris
+
5.0%
7.9%
$3.2B
Vishay Intertechnology
+
17.3%
0.8%
$3.1B
Sumco Corporation
+
0.8%
-0.9%
$2.7B
Adeka Corporation
+
8.1%
10.3%
$2.6B
Compeq Manufacturing Co., Ltd.
+
16.8%
10.6%
$2.4B
Tokuyama Corporation
+
9.2%
10.4%
$2.2B
Topco Scientific Co.,Ltd.
+
17.6%
8.1%
$2.2B
Tokai Carbon Co., Ltd.
+
1.7%
9.6%
$2.1B
Ultra Clean Holdings
+
2.9%
-7.1%
$2.1B
LINTEC Corporation
+
7.3%
7.7%
$2.0B
Ferrotec Holdings Corporation
+
7.3%
9.1%
$1.8B
ADVANCED ENERGY INDUSTRIES INC
+
26.3%
9.4%
$1.8B
MATERION Corp
+
30.8%
4.6%
$1.8B
ULVAC, Inc.
+
28.2%
10.9%
$1.7B
Lumentum Holdings
+
90.1%
-10.5%
$1.6B
Marketech International Corp.
+
7.9%
7.5%
$1.6B
Meiko Electronics Co., Ltd.
+
24.5%
11.4%
$1.5B
DAIHEN Corporation
+
5.3%
9.1%
$1.5B
Powerchip Semiconductor Manufacturing Corp.
+
22.1%
-16.0%
$1.5B
Diodes Incorporated
+
22.1%
5.7%
$1.5B
Hamamatsu Photonics K.K.
+
7.9%
9.8%
$1.4B
Mitsui High-tec, Inc.
+
13.2%
3.3%
$1.4B
Eternal Materials Co., Ltd.
+
1.8%
5.9%
$1.3B
Nan Ya Printed Circuit Board Corporation
+
32.1%
5.8%
$1.3B
Socionext Inc.
+
35.6%
5.9%
$1.3B
Kinsus Interconnect Technology Corp.
+
28.8%
7.8%
$1.3B
Ushio Inc.
+
5.5%
8.5%
$1.1B
Synaptics
+
10.4%
-10.6%
$1.1B
Semtech
+
15.9%
-2.0%
$1.1B
ZACROS Corporation
+
4.0%
7.2%
$997M
MACOM Technology Solutions
+
22.5%
-3.0%
$967M
Ichor Holdings
+
4.7%
-5.0%
$948M
Allegro MicroSystems
+
26.1%
-1.7%
$890M
Kulicke and Soffa
+
49.8%
3.1%
$654M
Distressed
13 issuers
Shrinking + unprofitable
Ticker
Name
Growth (YoY)
Margin
Revenue
Pegatron Corporation
-10.4%
2.2%
$35.6B
Mitsubishi Chemical Group Corporation
-10.1%
0.0%
$23.3B
Sumitomo Chemical Company, Limited
-11.3%
5.0%
$14.6B
Mitsui Chemicals, Inc.
-4.3%
4.1%
$10.5B
Resonac Holdings Corporation
-4.1%
3.3%
$8.6B
DuPont de Nemours, Inc.
-45.2%
2.9%
$6.8B
Mitsubishi Gas Chemical Company, Inc.
-0.9%
-2.2%
$4.6B
Nikon Corporation
-4.6%
-15.7%
$4.3B
Qorvo, Inc.
-7.0%
10.8%
$3.7B
Denka Company Limited
-5.3%
5.6%
$2.4B
Taikisha Ltd.
-8.3%
8.9%
$1.8B
Toagosei Co., Ltd.
-3.0%
10.7%
$1.0B
Nuvoton Technology Corporation
-4.5%
-4.7%
$972M
Universe split at 0% YoY (growth) and 11.4% (universe-median pretax margin). Each card lists every issuer in that quadrant — the tabs above rank the rows by revenue, growth, or margin; scroll inside a card to see all of them.
AMBA
↑ surge
AI language up 84.6/10k words vs 2026Q1
AI
· Ambarella · 2026Q2
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6315.T
↑ surge
HBM language up 77.8/10k words vs 2026Q1
HBM
· TOWA Corporation · 2026Q2
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AVGO
insiders bought $374K
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1 buy
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Where smart money and the fundamentals disagree. x = QoQ change in panel
institutional ownership
(as of 2026Q1)
;
y = latest QoQ revenue growth. The two off-diagonal quadrants are the divergences.
What do the four quadrants mean?
Each dot is a company — x = the panel's QoQ change in shares held (Δ ownership), y = QoQ revenue growth. The crosshair is zero on both, so the quadrant is just the sign of each (axes are symlog).
Confirmation — buying into growth: accumulating (ownership +) into rising revenue (+).
Distribution — selling into strength: trimming (−) while revenue rises (+).
Early contrarian bet — buying into a slowdown: accumulating (+) while revenue falls (−).
Selling weakness — exiting a slowdown: trimming (−) as revenue falls (−).
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§ Filter / Search · subsector · sort · active
5802.T
Substrates
Sumitomo Electric Industries, Ltd.
Latest Q rev
$9.1
B
+
14.9% YoY
Last FY
$34.0
B
FY2026
0 filings
→
5713.T
Substrates
Sumitomo Metal Mining Co., Ltd.
Latest Q rev
$3.1
B
+
22.5% YoY
Last FY
$11.6
B
FY2026
0 filings
→
SUOPY
Substrates
Sumco Corporation
Latest Q rev
$658
M
+
0.8% YoY
Last FY
$2.9
B
FY2025
0 filings
→
6890.T
Substrates
Ferrotec Holdings Corporation
Latest Q rev
$493
M
+
7.3% YoY
Last FY
$1.9
B
FY2025
0 filings
→
ROG
Substrates
ROGERS CORP
Latest Q rev
$200
M
+
5.2% YoY
Last FY
$811
M
FY2025
303 filings
→
3445.T
Substrates
RS Technologies Co., Ltd.
Latest Q rev
$122
M
+
8.7% YoY
Last FY
$513
M
FY2025
0 filings
→
AXTI
Substrates
AXT
Latest Q rev
$27
M
+
39.1% YoY
Last FY
$88
M
FY2025
181 filings
→
7794.T
Substrates
EDP Corporation
Latest Q rev
$2
M
+
5.9% YoY
Last FY
$3
M
FY2025
0 filings
→
Each bar = one week of filings, stacked by form type. The four big annual clusters are quarterly earnings season; tall bars = many of our tracked companies all reporting in the same week.