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 9, 2026
255 ahead of their rivals
255 of 505 companies have beaten their direct rivals over the past year. The widest lead is SNDK, +1214 points ahead of MU, WDC, STX.
The 60 widest leads over rivals
Ranked by the past year’s return against direct competitors. Select a row for its chart. Select a column to sort.
| Company | vs rivals | 3M | 1Y | Rivals | Past year vs rivals |
|---|---|---|---|---|---|
| SNDK Sandisk | 100Ahead | −22 pts | +1214 pts | MU, WDC, STX, NTAP | |
| MRNA Moderna | 100Ahead | +184 pts | +604 pts | PFE, JNJ, AZN, REGN | |
| LITE Lumentum | 100Ahead | +27 pts | +551 pts | COHR, CIEN, IPGP, ANET | |
| MU Micron Technology | 99Ahead | +2 pts | +442 pts | SNDK, WDC, NVDA, INTC | |
| DELL Dell Technologies | 99Ahead | +28 pts | +265 pts | HPE, HPQ, SMCI, NTAP | |
| SATS EchoStar | 99Ahead | −26 pts | +242 pts | TMUS, VZ, T, CHTR | |
| STX Seagate Technology | 99Ahead | −21 pts | +228 pts | WDC, MU, SNDK, NTAP | |
| WDC Western Digital | 99Ahead | −38 pts | +212 pts | STX, MU, SNDK | |
| MRVL Marvell Technology | 98Ahead | +11 pts | +197 pts | AVGO, MCHP, ANET, ALAB | |
| AMD Advanced Micro Devices | 98Ahead | +7 pts | +177 pts | NVDA, INTC | |
| INTC Intel | 98Ahead | −8 pts | +172 pts | AMD, NVDA, QCOM | |
| HPE Hewlett Packard Enterprise | 98Ahead | +42 pts | +169 pts | DELL, CSCO, SMCI, IBM | |
| TER Teradyne | 98Ahead | +7 pts | +168 pts | KEYS, KLAC, AMAT, LRCX | |
| CIEN Ciena | 97Ahead | −13 pts | +165 pts | ANET, CSCO, COHR, LITE | |
| COHR Coherent Corp. | 97Ahead | −13 pts | +150 pts | ANET, CIEN, LITE, IPGP | |
| VLO Valero Energy | 97Ahead | +51 pts | +138 pts | PSX, MPC, DINO, CVX | |
| AMAT Applied Materials | 97Ahead | −21 pts | +125 pts | LRCX, KLAC, ASML, ENTG | |
| LRCX Lam Research | 97Ahead | −14 pts | +112 pts | AMAT, KLAC, ASML | |
| MPC Marathon Petroleum | 96Ahead | +56 pts | +108 pts | VLO, PSX, DINO, CVX | |
| FTNT Fortinet | 96Ahead | +16 pts | +106 pts | PANW, CRWD, CSCO, ZS | |
| KEYS Keysight Technologies | 96Ahead | +12 pts | +104 pts | TDY, A, BRKR, MKSI | |
| FIX Comfort Systems USA | 96Ahead | +4 pts | +103 pts | EME, PWR, MTZ, APG | |
| CRWD CrowdStrike | 96Ahead | +36 pts | +94 pts | PANW, S, FTNT, MSFT | |
| NTAP NetApp | 95Ahead | +33 pts | +80 pts | STX, WDC, SNDK, DELL | |
| PSX Phillips 66 | 95Ahead | +43 pts | +78 pts | VLO, MPC, DINO, CVX | |
| NUE Nucor | 95Ahead | +12 pts | +77 pts | STLD, CLF, RS | |
| TGT Target Corporation | 95Ahead | +19 pts | +76 pts | WMT, COST, AMZN, DLTR | |
| PANW Palo Alto Networks | 95Ahead | +18 pts | +73 pts | CRWD, FTNT, ZS, S | |
| FCX Freeport-McMoRan | 94Ahead | +20 pts | +71 pts | SCCO | |
| WBD Warner Bros. Discovery | 94Ahead | +21 pts | +66 pts | CMCSA, DIS, NFLX, PSKY | |
| KLAC KLA Corporation | 94Ahead | −21 pts | +65 pts | AMAT, LRCX, ASML, ONTO | |
| ROST Ross Stores | 94Ahead | +8 pts | +65 pts | TJX, BURL, OLLI, FIVE | |
| GLW Corning Inc. | 94Ahead | −26 pts | +63 pts | COHR, LITE, AMAT, TEL | |
| DDOG Datadog | 93Ahead | +2 pts | +61 pts | DT, ESTC, NOW, MSFT | |
| ASML ASML Holding | 93Ahead | −7 pts | +60 pts | KLAC, AMAT, LRCX, ONTO | |
| STLD Steel Dynamics | 93Ahead | +6 pts | +60 pts | NUE, CLF, RS | |
| GM General Motors | 93Ahead | +13 pts | +59 pts | F, TSLA | |
| GEV GE Vernova | 93Ahead | −2 pts | +58 pts | ETN, ENPH, FSLR | |
| CRL Charles River Laboratories | 92Ahead | +23 pts | +58 pts | IQV, MEDP, TMO, DHR | |
| ADI Analog Devices | 92Ahead | −3 pts | +57 pts | TXN, MCHP, ON, NXPI | |
| CAT Caterpillar Inc. | 92Ahead | −10 pts | +57 pts | DE, CNH, CMI | |
| JBHT J.B. Hunt | 92Ahead | −12 pts | +57 pts | ODFL, KNX, CHRW, XPO | |
| ARM Arm Holdings | 92Ahead | −21 pts | +57 pts | CDNS, SNPS, INTC, AMD | |
| PWR Quanta Services | 91Ahead | +11 pts | +56 pts | MTZ, EME, FIX, J | |
| VTRS Viatris | 91Ahead | +3 pts | +55 pts | PRGO, OGN, AMGN, PFE | |
| EXPD Expeditors International | 91Ahead | +19 pts | +52 pts | CHRW, JBHT, XPO | |
| ABNB Airbnb | 91Ahead | +17 pts | +51 pts | BKNG, EXPE, MAR, TCOM | |
| CNC Centene Corporation | 91Ahead | −9 pts | +51 pts | MOH, ELV, UNH, HUM | |
| CSCO Cisco | 90Ahead | −11 pts | +50 pts | ANET, PANW, FTNT, HPE | |
| MAR Marriott International | 90Ahead | +3 pts | +50 pts | HLT, H, WH, CHH | |
| RVTY Revvity | 90Ahead | +31 pts | +50 pts | DHR, TMO, A, BIO | |
| ON ON Semiconductor | 90Ahead | −23 pts | +49 pts | NXPI, ADI, MCHP, TXN | |
| STT State Street Corporation | 90Ahead | +3 pts | +48 pts | BNY, NTRS, BLK | |
| VRT Vertiv | 89Ahead | −17 pts | +47 pts | ETN, DELL, SMCI, JCI | |
| APA APA Corporation | 89Ahead | +29 pts | +47 pts | FANG, DVN, OVV, COP | |
| GOOGL Alphabet Inc. (Class A) | 89Ahead | 0 pts | +47 pts | META, MSFT, AMZN, AAPL | |
| TXN Texas Instruments | 89Ahead | −13 pts | +47 pts | ADI, MCHP, ON, NXPI | |
| MRK Merck & Co. | 89Ahead | +11 pts | +46 pts | LLY, BMY, ABBV, PFE | |
| FDX FedEx | 88Ahead | −1 pts | +43 pts | UPS, XPO | |
| HST Host Hotels & Resorts | 88Ahead | +7 pts | +42 pts | PK, HLT, MAR, H |
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 ›