Sector comparisons

One page per sector, putting the companies that compete with each other on the same axes: revenue, margins, free cash flow, and the operating figures they report themselves.

Automakers

Tesla against the other US-listed carmakers: revenue, margins, cash flow, and quarterly vehicle deliveries.

5 companies: F, GM, TSLA, RIVN, LCID. Largest by revenue: F, $189.9B over the last twelve months.

Automakers compared →

The largest US banks compared: revenue, net margin and quarterly revenue, from their filings with the SEC. A bank's income statement carries no gross-profit or operating-income subtotal, so those columns are left out rather than shown empty.

6 companies: JPM, BAC, WFC, C, MS, GS. Largest by revenue: JPM, $199.4B over the last twelve months.

Big banks compared →

Big tech

The largest US technology companies on the same axes: revenue, gross and operating margins, and free cash flow, from their filings with the SEC.

5 companies: AMZN, AAPL, GOOGL, MSFT, META. Largest by revenue: AMZN, $775.7B over the last twelve months.

Big tech compared →

Health insurers

The largest US health insurers compared: revenue, operating and net margins, and free cash flow, from their filings with the SEC.

5 companies: UNH, CVS, CI, ELV, HUM. Largest by revenue: UNH, $450.1B over the last twelve months.

Health insurers compared →

Payments

Card networks and payment processors compared: revenue, operating margin and free cash flow, from their filings with the SEC.

4 companies: AXP, V, MA, PYPL. Largest by revenue: AXP, $43.1B over the last twelve months.

Payments compared →

Semiconductors

The chipmakers side by side: revenue, gross and operating margins, and free cash flow, from their filings with the SEC.

7 companies: NVDA, MU, AVGO, INTC, QCOM, AMD, TXN. Largest by revenue: NVDA, $303.0B over the last twelve months.

Semiconductors compared →

Revenue, margin and cash-flow figures come from the companies' filings with the U.S. Securities and Exchange Commission.