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B2B · Benchmarks

Engineer underwriting benchmarks

Peer and universe rankings from the same deterministic scorecards as the research OS — stack roles, multi-factor scores, and bands. Not commodity prices. Not advice.

97 companies ranked Seed universe Live engine output API ready
GET /api/benchmarks Snapshot JSON Data catalog

Universe

Band distribution

strong 12
names
watch 72
names
caution 11
names
weak 2
names

Generated 2026-09-20T18:20:03.955755+00:00 · rule-based scorecards

Rankings

Top underwriting scores

Sorted by Overall score · engine key overall_score · API GET /api/benchmarks

# Ticker Company Overall Band Stack roles Cycle
1 AMZN Amazon 8.21 strong cloud_hyperscaler storage ai_capex
2 GOOGL Alphabet 8.21 strong cloud_hyperscaler ai_capex
3 ADI Analog Devices 7.85 strong analog_power_ics industrial_auto
4 META Meta Platforms 7.85 strong cloud_hyperscaler ai_capex
5 TXN Texas Instruments 7.85 strong analog_power_ics industrial_auto
6 MSFT Microsoft 7.81 strong cloud_hyperscaler ai_capex
7 AMAT Applied Materials 7.76 strong wafer_equipment equipment_capex
8 LRCX Lam Research 7.76 strong wafer_equipment equipment_capex
9 CSCO Cisco Systems 7.67 strong networking_optics data_center_infra ai_capex
10 KEYS Keysight Technologies 7.67 strong test_metrology design_spend
11 CDNS Cadence Design Systems 7.63 strong eda_design design_spend
12 SNPS Synopsys 7.63 strong eda_design design_spend
13 APH Amphenol 7.45 watch networking_optics data_center_infra ai_capex
14 ETN Eaton 7.45 watch power_energy data_center_infra power_cooling
15 QCOM Qualcomm 7.40 watch accelerators_gpu analog_power_ics mobile_ai

Peer compare

Peer cohort — NVDA

Overall 7.09
watch
Rank in cohort #1
of 4
Peers AMD, AVGO, TSM

Cohort ranking

#TickerScoreBand
1 NVDA 7.09 watch
2 AMD 7.09 watch
3 TSM 7.09 watch
4 AVGO 6.91 watch

Factors vs peer mean

  • stack_importance 10.0 Δ +1.0

    Peer mean 9.0/10

  • competitive_moat 9.0 Δ +1.0

    Peer mean 8.0/10

  • customer_concentration 2.0 Δ -1.0

    Peer mean 3.0/10

  • balance_sheet 9.0 Δ +0.0

    Peer mean 9.0/10

  • dilution_capital_risk 9.0 Δ +0.0

    Peer mean 9.0/10

  • valuation_margin_of_safety 3.0 Δ -1.0

    Peer mean 4.0/10

  • cycle_position 7.0 Δ +0.0

    Peer mean 7.0/10

API: GET /api/benchmarks/peers/NVDA

By stack role

Role leaders