Top 50 ranked by Buffett-Fit
Sorted by composite quality score - ROIC, margin stability, balance-sheet strength, growth quality. Click any ticker for the full Buffett verdict.
Chips, foundries, fabless designers, and equipment makers. The most cyclical tech industry - but home to some of the highest-moat businesses ever built (TSMC, ASML, NVIDIA).
Industry leader
KLA Corporation KLAC
Buffett-Fit: 82/100
Semiconductor margins compound when scale + process leadership + customer lock-in stack up. Sustained ROIC above 20% over a full cycle is the moat signal - separates leaders (high-NA EUV, leading-edge nodes, design IP) from commodity memory or analog producers. Capex intensity is the cycle risk: a foundry that misses a node transition can lose decades of compounding in one mistake.
Sorted by composite quality score - ROIC, margin stability, balance-sheet strength, growth quality. Click any ticker for the full Buffett verdict.
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Educational framework analysis only. Not investment advice, not a recommendation, not personalized to your situation. Always do your own research.
