Who is beating its rivals?
Beating the S&P 500 can just mean being in the right industry. Beating the companies you actually compete with is a sharper test: it suggests the business is taking share, or that investors trust it more than the alternatives.
Updated Oct 6, 2026
258 ahead of their rivals
258 of 505 companies have beaten their direct rivals over the past year. The widest lead is SNDK, +1254 points ahead of MU, WDC, STX.
Against its rivals
Select any company below. Each line is $100 invested a year ago, in the company and spread evenly across its rivals.
The 60 widest leads over rivals
Ranked by the past year’s return against direct competitors. Select a column to sort.
| Company | vs rivals | 3M | 1Y | Rivals | Past year vs rivals |
|---|---|---|---|---|---|
| SNDK Sandisk | 100Ahead | −2 pts | +1254 pts | MU, WDC, STX, NTAP | |
| MRNA Moderna | 100Ahead | +152 pts | +599 pts | PFE, JNJ, AZN, REGN | |
| LITE Lumentum | 100Ahead | +49 pts | +524 pts | COHR, CIEN, IPGP, ANET | |
| MU Micron Technology | 99Ahead | +6 pts | +460 pts | SNDK, WDC, NVDA, INTC | |
| DELL Dell Technologies | 99Ahead | +25 pts | +256 pts | HPE, HPQ, SMCI, NTAP | |
| AMD Advanced Micro Devices | 99Ahead | +15 pts | +253 pts | NVDA, INTC | |
| SATS EchoStar | 99Ahead | −22 pts | +247 pts | TMUS, VZ, T, CHTR | |
| STX Seagate Technology | 99Ahead | 0 pts | +229 pts | WDC, MU, SNDK, NTAP | |
| WDC Western Digital | 98Ahead | −24 pts | +218 pts | STX, MU, SNDK | |
| MRVL Marvell Technology | 98Ahead | +10 pts | +194 pts | AVGO, MCHP, ANET, ALAB | |
| INTC Intel | 98Ahead | −2 pts | +193 pts | AMD, NVDA, QCOM | |
| TER Teradyne | 98Ahead | +22 pts | +189 pts | KEYS, KLAC, AMAT, LRCX | |
| COHR Coherent Corp. | 98Ahead | −1 pts | +177 pts | ANET, CIEN, LITE, IPGP | |
| HPE Hewlett Packard Enterprise | 97Ahead | +50 pts | +160 pts | DELL, CSCO, SMCI, IBM | |
| CIEN Ciena | 97Ahead | −14 pts | +136 pts | ANET, CSCO, COHR, LITE | |
| AMAT Applied Materials | 97Ahead | −9 pts | +124 pts | LRCX, KLAC, ASML, ENTG | |
| VLO Valero Energy | 97Ahead | +51 pts | +121 pts | PSX, MPC, DINO, CVX | |
| LRCX Lam Research | 97Ahead | −1 pts | +116 pts | AMAT, KLAC, ASML | |
| CRWD CrowdStrike | 96Ahead | +33 pts | +102 pts | PANW, S, FTNT, MSFT | |
| KEYS Keysight Technologies | 96Ahead | +17 pts | +100 pts | TDY, A, BRKR, MKSI | |
| FIX Comfort Systems USA | 96Ahead | +9 pts | +100 pts | EME, PWR, MTZ, APG | |
| FTNT Fortinet | 96Ahead | +9 pts | +95 pts | PANW, CRWD, CSCO, ZS | |
| MPC Marathon Petroleum | 96Ahead | +57 pts | +92 pts | VLO, PSX, DINO, CVX | |
| FCX Freeport-McMoRan | 95Ahead | +28 pts | +84 pts | SCCO | |
| ARM Arm Holdings | 95Ahead | −6 pts | +80 pts | CDNS, SNPS, INTC, AMD | |
| NUE Nucor | 95Ahead | +17 pts | +78 pts | STLD, CLF, RS | |
| TGT Target Corporation | 95Ahead | +27 pts | +76 pts | WMT, COST, AMZN, DLTR | |
| PANW Palo Alto Networks | 95Ahead | +14 pts | +75 pts | CRWD, FTNT, ZS, S | |
| GLW Corning Inc. | 94Ahead | −21 pts | +74 pts | COHR, LITE, AMAT, TEL | |
| WBD Warner Bros. Discovery | 94Ahead | +26 pts | +71 pts | CMCSA, DIS, NFLX, PSKY | |
| NTAP NetApp | 94Ahead | +28 pts | +68 pts | STX, WDC, SNDK, DELL | |
| CAT Caterpillar Inc. | 94Ahead | −2 pts | +67 pts | DE, CNH, CMI | |
| PSX Phillips 66 | 94Ahead | +45 pts | +67 pts | VLO, MPC, DINO, CVX | |
| JBHT J.B. Hunt | 93Ahead | −9 pts | +65 pts | ODFL, KNX, CHRW, XPO | |
| STLD Steel Dynamics | 93Ahead | +11 pts | +64 pts | NUE, CLF, RS | |
| DDOG Datadog | 93Ahead | 0 pts | +64 pts | DT, ESTC, NOW, MSFT | |
| ROST Ross Stores | 93Ahead | +13 pts | +63 pts | TJX, BURL, OLLI, FIVE | |
| KLAC KLA Corporation | 93Ahead | −12 pts | +63 pts | AMAT, LRCX, ASML, ONTO | |
| ASML ASML Holding | 92Ahead | −1 pts | +62 pts | KLAC, AMAT, LRCX, ONTO | |
| CRL Charles River Laboratories | 92Ahead | +33 pts | +60 pts | IQV, MEDP, TMO, DHR | |
| CNC Centene Corporation | 92Ahead | −6 pts | +58 pts | MOH, ELV, UNH, HUM | |
| ON ON Semiconductor | 92Ahead | −13 pts | +57 pts | NXPI, ADI, MCHP, TXN | |
| VTRS Viatris | 92Ahead | +1 pts | +57 pts | PRGO, OGN, AMGN, PFE | |
| GEV GE Vernova | 91Ahead | −1 pts | +57 pts | ETN, ENPH, FSLR | |
| PWR Quanta Services | 91Ahead | +12 pts | +56 pts | MTZ, EME, FIX, J | |
| RVTY Revvity | 91Ahead | +38 pts | +55 pts | DHR, TMO, A, BIO | |
| ADI Analog Devices | 91Ahead | +3 pts | +55 pts | TXN, MCHP, ON, NXPI | |
| GM General Motors | 91Ahead | +13 pts | +53 pts | F, TSLA | |
| ABNB Airbnb | 90Ahead | +18 pts | +53 pts | BKNG, EXPE, MAR, TCOM | |
| MAR Marriott International | 90Ahead | +1 pts | +52 pts | HLT, H, WH, CHH | |
| EXPD Expeditors International | 90Ahead | +25 pts | +52 pts | CHRW, JBHT, XPO | |
| STT State Street Corporation | 90Ahead | +4 pts | +52 pts | BNY, NTRS, BLK | |
| GOOGL Alphabet Inc. (Class A) | 90Ahead | +2 pts | +51 pts | META, MSFT, AMZN, AAPL | |
| VRT Vertiv | 89Ahead | −10 pts | +51 pts | ETN, DELL, SMCI, JCI | |
| APA APA Corporation | 89Ahead | +23 pts | +50 pts | FANG, DVN, OVV, COP | |
| CSCO Cisco | 89Ahead | −6 pts | +46 pts | ANET, PANW, FTNT, HPE | |
| ADM Archer Daniels Midland | 89Ahead | +12 pts | +44 pts | BG | |
| EA Electronic Arts | 89Ahead | +11 pts | +44 pts | TTWO, MSFT, RBLX, NTES | |
| TRGP Targa Resources | 88Ahead | −3 pts | +44 pts | WMB, OKE, WMB, KMI | |
| TXN Texas Instruments | 88Ahead | −7 pts | +43 pts | ADI, MCHP, ON, NXPI |
How to read this page
How it’s measured. S&P 500 and Nasdaq-100 stocks, each against its own list of direct competitors, built from the markets and customers they share rather than an industry code. Rivals are weighted equally.
Sources. Daily prices from Financial Modeling Prep; curated rivals from Stox.
Rivals are the companies each business competes with for the same customers, chosen from its business segments for Stox. Costco is measured against Walmart, Target and Kroger, not an industry code.
Leads over rivals describe the past year. The score ranks every company’s lead from 0 to 100.
This page is information, not investment advice. About our data and methods ›