The technology sector, this year’s hottest, still has plenty of cheap stocks Deep Dive

Wikipedia/Mike Gonzalez

NCR widened its gross profit margin by over four percentage points to 26.3% in the past year. The company’s stock is still good value.

We’re now eight years into the bull market for stocks, and with interest rates rising, you should expect plenty of headlines warning you of high valuations. But a quick look at the top-performing information technology sector highlights a group of companies that are boosting sales and improving profitability, while trading below the average forward price-to-earnings valuation.

Looking at the S&P 1500 Composite Index, which includes the large-cap S&P 500 /zigman2/quotes/210599714/realtime SPX -0.72% , the S&P 400 Mid-Cap Index /zigman2/quotes/219506813/composite MID -0.47% and the S&P Small-Cap 600 Index /zigman2/quotes/210599868/delayed SML -1.69% , you can see that this year’s hottest ticket has been the IT sector:

S&P 1500 sector	Total return - 2017 through March 13	Total return - 2016	Total return - 5 years
Information Technology	11.1%	14.8%	99.8%
Health Care	10.1%	-2.1%	126.5%
Consumer Discretionary	6.3%	6.7%	107.4%
Consumer Staples	6.3%	5.8%	87.9%
Financials	6.3%	24.3%	118.2%
Materials	5.0%	21.7%	61.3%
Utilities	4.9%	17.7%	77.4%
Industrials	4.7%	20.4%	95.0%
Real Estate	-0.4%	N/A	N/A
Telecommunications	-2.5%	23.4%	62.4%
Energy	-7.9%	27.3%	1.1%
S&P 1500 Composite Index	6.0%	13.0%	89.0%
Source: FactSet

(We have only 2017 information for the real estate sector because it was carved out of the financial sector by S&P Dow Jones Indices in September.)

We thought it would be useful to screen the 220 S&P 1500 tech stocks to give you a possible starting point for your own research, if you are interested in the sector and want to take a conservative approach.

Starting with the 220 stocks:

• We excluded any company that didn’t increase sales per share over the past four reported quarters, through March 13. We looked at sales per share, rather than revenue, because the per-share numbers reflect the dilution of any new issuance of shares, as well as declines in share counts from buybacks. This left us with 168 companies.

• Then we excluded any companies that hadn’t improved their gross profit margins over the past 12 months, from the year-earlier 12-month period. A company’s gross margin is its sales, less the cost of goods sold, divided by sales. It can show you whether a company has sacrificed profitability in the name of top-line sales growth. This left us with 93 companies.

• Among the remaining companies, only 35 have stocks trading below the 16.7 forward price-to-earnings ratio for the S&P 1500 information technology sector, based on consensus 2018 earnings estimates.

Here they are, sorted by ascending forward price-to-earnings ratio:

Company	Ticker	Industry	Closing price - March 13	Consensus 2018 EPS estimate	Price/consensus 2018 EPS estimate
Tech Data Corp.		Electronics Distributors	$94.33	$10.04	9.4
TTM Technologies Inc.	/zigman2/quotes/210395673/composite TTMI	Electronic Components	$16.00	$1.70	9.4
Arrow Electronics Inc.	/zigman2/quotes/207499625/composite ARW	Electronics Distributors	$73.44	$7.53	9.8
Qorvo Inc.	/zigman2/quotes/209919828/composite QRVO	Semiconductors	$67.68	$6.65	10.2
Fabrinet	/zigman2/quotes/207585640/composite FN	Electronic Components	$39.81	$3.87	10.3
Convergys Corp.		Data Processing Services	$21.17	$1.93	11.0
Hewlett Packard Enterprise Co.	/zigman2/quotes/201998588/composite HPE	Computer Processing Hardware	$22.32	$2.01	11.1
Cirrus Logic Inc.	/zigman2/quotes/208789077/composite CRUS	Semiconductors	$54.58	$4.88	11.2
NCR Corp.	/zigman2/quotes/203631053/composite NCR	Computer Processing Hardware	$43.29	$3.61	12.0
Coho Inc.	/zigman2/quotes/209891788/composite COHU	Electronic Production Equipment	$17.10	$1.40	12.2
Sanmina-SCI Corp.	/zigman2/quotes/207312436/composite SANM	Electronic Components	$38.75	$3.17	12.2
CalAmp Corp.	/zigman2/quotes/200206239/composite CAMP	Electronic Components	$16.57	$1.35	12.2
Qualcomm Inc.	/zigman2/quotes/206679220/composite QCOM	Telecommunications Equipment	$58.46	$4.74	12.3
Microsemi Corp.		Semiconductors	$52.25	$4.21	12.4
CA Inc.		Software	$32.60	$2.56	12.7
Belden Inc.	/zigman2/quotes/202760120/composite BDC	Electrical Products	$70.12	$5.48	12.8
Insight Enterprises Inc.	/zigman2/quotes/208205029/composite NSIT	Information Technology Services	$42.50	$3.18	13.4
Applied Materials Inc.	/zigman2/quotes/209393259/composite AMAT	Electronic Production Equipment	$38.44	$2.83	13.6
Oracle Corp.	/zigman2/quotes/202180826/composite ORCL	Software	$42.58	$3.11	13.7
Vishay Intertechnology Inc.	/zigman2/quotes/201138361/composite VSH	Electronic Components	$15.85	$1.14	13.9
Methode Electronics Inc.	/zigman2/quotes/201701080/composite MEI	Electronic Components	$43.45	$3.13	13.9
Lam Research Corp.	/zigman2/quotes/208077897/composite LRCX	Electronic Production Equipment	$122.40	$8.75	14.0
Cardtronics PLC Class A	/zigman2/quotes/204525459/composite CATM	Misc. Commercial Services	$44.92	$3.10	14.5
Cypress Semiconductor Corp.		Semiconductors	$13.89	$0.96	14.5
Synnex Corp.	/zigman2/quotes/208755595/composite SNX	Electronics Distributors	$117.42	$8.09	14.5
Netgear Inc.	/zigman2/quotes/204742131/composite NTGR	Computer Communications	$53.60	$3.63	14.8
Keysight Technologies Inc.	/zigman2/quotes/207530903/composite KEYS	Electronic Equipment/ Instruments	$38.44	$2.55	15.1
CSG Systems International Inc.	/zigman2/quotes/200545672/composite CSGS	Data Processing Services	$38.26	$2.53	15.2
KLA-Tencor Corp.	/zigman2/quotes/209248041/composite KLAC	Electronic Production Equipment	$92.86	$6.07	15.3
Corning Inc.	/zigman2/quotes/200045496/composite GLW	Electronic Components	$27.71	$1.81	15.3
ePlus Inc.	/zigman2/quotes/205598962/composite PLUS	Finance/ Rental/ Leasing	$130.30	$8.44	15.4
F5 Networks Inc.	/zigman2/quotes/209237881/composite FFIV	Computer Communications	$146.29	$9.17	15.9
Teradyne Inc.	/zigman2/quotes/208321188/composite TER	Electronic Production Equipment	$30.10	$1.89	15.9
Semtech Corp.	/zigman2/quotes/206723451/composite SMTC	Semiconductors	$34.30	$2.12	16.2
Itron Inc.	/zigman2/quotes/208442969/composite ITRI	Electronic Equipment/ Instruments	$59.25	$3.61	16.4
Source: FactSet

Here’s how the companies have improved their sales per share and gross margins over the past 12 reported months:

Company	Ticker	Sales per share - past 12 months	Sales per share - year-earlier 12-month period	Increase in sales per share	Gross margin - past 12 months	Gross margin - year-earlier 12-month period
Tech Data Corp.		$740.44	$732.26	1.1%	5.12%	4.88%
TTM Technologies Inc.	/zigman2/quotes/210395673/composite TTMI	$22.66	$20.78	9.0%	15.77%	13.91%
Arrow Electronics Inc.	/zigman2/quotes/207499625/composite ARW	$259.03	$243.37	6.4%	12.57%	12.35%
Qorvo Inc.	/zigman2/quotes/209919828/composite QRVO	$23.11	$17.73	30.3%	38.63%	37.32%
Fabrinet	/zigman2/quotes/207585640/composite FN	$32.37	$23.22	39.4%	12.20%	11.91%
Convergys Corp.		$28.33	$28.24	0.3%	30.80%	30.66%
Hewlett Packard Enterprise Co.	/zigman2/quotes/201998588/composite HPE	$28.41	$28.34	0.3%	28.06%	26.88%
Cirrus Logic Inc.	/zigman2/quotes/208789077/composite CRUS	$21.88	$18.05	21.1%	49.12%	46.84%
NCR Corp.	/zigman2/quotes/203631053/composite NCR	$46.17	$37.63	22.7%	26.30%	22.20%
Coho Inc.	/zigman2/quotes/209891788/composite COHU	$10.37	$10.32	0.5%	33.63%	33.05%
Sanmina-SCI Corp.	/zigman2/quotes/207312436/composite SANM	$86.02	$74.12	16.1%	7.69%	7.68%
CalAmp Corp.	/zigman2/quotes/200206239/composite CAMP	$9.18	$7.61	20.7%	36.41%	33.46%
Qualcomm Inc.	/zigman2/quotes/206679220/composite QCOM	$15.93	$14.99	6.3%	60.60%	59.90%
Microsemi Corp.		$15.46	$13.22	17.0%	47.95%	47.65%
CA Inc.		$9.73	$9.32	4.4%	77.71%	76.68%
Belden Inc.	/zigman2/quotes/202760120/composite BDC	$55.36	$53.97	2.6%	37.74%	35.54%
Insight Enterprises Inc.	/zigman2/quotes/208205029/composite NSIT	$150.76	$140.65	7.2%	14.05%	13.33%
Applied Materials Inc.	/zigman2/quotes/209393259/composite AMAT	$10.80	$7.94	36.0%	42.61%	40.96%
Oracle Corp.	/zigman2/quotes/202180826/composite ORCL	$8.81	$8.47	3.9%	76.57%	74.48%
Vishay Intertechnology Inc.	/zigman2/quotes/201138361/composite VSH	$15.58	$15.34	1.6%	23.88%	22.62%
Methode Electronics Inc.	/zigman2/quotes/201701080/composite MEI	$21.60	$21.13	2.2%	27.58%	24.51%
Lam Research Corp.	/zigman2/quotes/208077897/composite LRCX	$35.61	$33.61	5.9%	46.18%	45.50%
Cardtronics PLC Class A	/zigman2/quotes/204525459/composite CATM	$27.77	$26.46	5.0%	27.68%	26.61%
Cypress Semiconductor Corp.		$5.91	$5.16	14.4%	26.86%	18.57%
Synnex Corp.	/zigman2/quotes/208755595/composite SNX	$355.68	$338.94	4.9%	9.12%	8.64%
Netgear Inc.	/zigman2/quotes/204742131/composite NTGR	$39.42	$38.70	1.9%	30.97%	28.35%
Keysight Technologies Inc.	/zigman2/quotes/207530903/composite KEYS	$16.97	$16.75	1.3%	56.21%	55.88%
CSG Systems International Inc.	/zigman2/quotes/200545672/composite CSGS	$23.09	$22.50	2.6%	48.83%	47.57%
KLA-Tencor Corp.	/zigman2/quotes/209248041/composite KLAC	$20.81	$17.85	16.6%	64.00%	58.84%
Corning Inc.	/zigman2/quotes/200045496/composite GLW	$8.45	$7.12	18.7%	39.49%	39.30%
ePlus Inc.	/zigman2/quotes/205598962/composite PLUS	$182.82	$160.27	14.1%	21.60%	12.49%
F5 Networks Inc.	/zigman2/quotes/209237881/composite FFIV	$30.31	$27.27	11.1%	83.34%	82.57%
Teradyne Inc.	/zigman2/quotes/208321188/composite TER	$8.60	$7.70	11.7%	52.19%	51.64%
Semtech Corp.	/zigman2/quotes/206723451/composite SMTC	$8.23	$7.45	10.5%	55.03%	54.68%
Itron Inc.	/zigman2/quotes/208442969/composite ITRI	$52.24	$48.84	7.0%	32.03%	28.09%
Source: FactSet

This list could be considered a “first screen.” You can get more information by clicking on a company’s ticker, which will bring you to the MarketWatch quote page. There are then several tabs available for company news, analyst ratings summaries, etc. If you are considering any of these companies for a long-term investment, it’s best to do plenty of research on your own, preferably with the assistance of a broker or investment adviser.

/zigman2/quotes/210599714/realtime

Add to watchlist SPX

S&P 500 Index

US : S&P US

3,768.25

-27.29 -0.72%

Volume: 2.74B

Jan. 15, 2021 5:18p

/zigman2/quotes/219506813/composite

Add to watchlist MID

American Century Mid Cap Growth Impact ETF

US : U.S.: NYSE Arca

$ 54.05

-0.26 -0.47%

Volume: 7,926

Jan. 15, 2021 4:10p

/zigman2/quotes/210599868/delayed

Add to watchlist SML

S&P Small Cap 600 Index

US : S&P US

1,211.91

-20.79 -1.69%

Volume: 481.74M

Jan. 15, 2021 5:18p

/zigman2/quotes/210395673/composite

Add to watchlist TTMI

TTM Technologies Inc.

US : U.S.: Nasdaq

$ 14.10

-0.12 -0.84%

Volume: 1.17M

Jan. 15, 2021 4:00p

P/E Ratio

N/A

Dividend Yield

N/A

Market Cap

$1.52 billion

Rev. per Employee

$104,642

/zigman2/quotes/207499625/composite

Add to watchlist ARW

Arrow Electronics Inc.

US : U.S.: NYSE

$ 103.89

-0.22 -0.21%

Volume: 295,817

Jan. 15, 2021 4:00p

P/E Ratio

18.00

Dividend Yield

N/A

Market Cap

$7.87 billion

Rev. per Employee

$1.50M

/zigman2/quotes/209919828/composite

Add to watchlist QRVO

Qorvo Inc.

US : U.S.: Nasdaq

$ 177.29

-6.65 -3.62%

Volume: 1.46M

Jan. 15, 2021 4:00p

P/E Ratio

46.44

Dividend Yield

N/A

Market Cap

$20.98 billion

Rev. per Employee

$410,018

/zigman2/quotes/207585640/composite

Add to watchlist FN

Fabrinet

US : U.S.: NYSE

$ 82.57

-2.96 -3.46%

Volume: 238,999

Jan. 15, 2021 4:00p

P/E Ratio

25.76

Dividend Yield

N/A

Market Cap

$3.16 billion

Rev. per Employee

$142,694

/zigman2/quotes/201998588/composite

Add to watchlist HPE

Hewlett Packard Enterprise Co.

US : U.S.: NYSE

$ 12.54

+0.06 +0.48%

Volume: 12.84M

Jan. 15, 2021 4:00p

P/E Ratio

N/A

Dividend Yield

3.83%

Market Cap

$16.14 billion

Rev. per Employee

$453,603

/zigman2/quotes/208789077/composite

Add to watchlist CRUS

Cirrus Logic Inc.

US : U.S.: Nasdaq

$ 98.76

+1.21 +1.24%

Volume: 481,042

Jan. 15, 2021 4:00p

P/E Ratio

38.11

Dividend Yield

N/A

Market Cap

$5.65 billion

Rev. per Employee

$887,820

/zigman2/quotes/203631053/composite

Add to watchlist NCR

NCR Corp.

US : U.S.: NYSE

$ 33.91

-0.66 -1.91%

Volume: 1.95M

Jan. 15, 2021 4:00p

P/E Ratio

10.63

Dividend Yield

N/A

Market Cap

$4.46 billion

Rev. per Employee

$192,083

/zigman2/quotes/209891788/composite

Add to watchlist COHU

Cohu Inc.

US : U.S.: Nasdaq

$ 45.22

-1.05 -2.27%

Volume: 412,209

Jan. 15, 2021 4:00p

P/E Ratio

N/A

Dividend Yield

0.00%

Market Cap

$1.94 billion

Rev. per Employee

$182,290

/zigman2/quotes/207312436/composite

Add to watchlist SANM

Sanmina Corp.

US : U.S.: Nasdaq

$ 34.26

-0.39 -1.13%

Volume: 252,886

Jan. 15, 2021 4:00p

P/E Ratio

17.21

Dividend Yield

N/A

Market Cap

$2.25 billion

Rev. per Employee

$188,118

/zigman2/quotes/200206239/composite

Add to watchlist CAMP

CalAmp Corp.

US : U.S.: Nasdaq

$ 10.39

-0.22 -2.07%

Volume: 172,828

Jan. 15, 2021 4:00p

P/E Ratio

N/A

Dividend Yield

N/A

Market Cap

$371.72 million

Rev. per Employee

$335,878

/zigman2/quotes/206679220/composite

Add to watchlist QCOM

Qualcomm Inc.

US : U.S.: Nasdaq

$ 157.09

-3.76 -2.34%

Volume: 8.61M

Jan. 15, 2021 4:00p

P/E Ratio

34.72

Dividend Yield

1.66%

Market Cap

$181.92 billion

Rev. per Employee

$573,927

/zigman2/quotes/202760120/composite

Add to watchlist BDC

Belden Inc.

US : U.S.: NYSE

$ 42.26

-1.10 -2.54%

Volume: 148,862

Jan. 15, 2021 4:00p

P/E Ratio

N/A

Dividend Yield

0.47%

Market Cap

$1.93 billion

Rev. per Employee

$236,809

/zigman2/quotes/208205029/composite

Add to watchlist NSIT

Insight Enterprises Inc.

US : U.S.: Nasdaq

$ 79.12

-1.32 -1.64%

Volume: 123,374

Jan. 15, 2021 4:00p

P/E Ratio

17.31

Dividend Yield

N/A

Market Cap

$2.82 billion

Rev. per Employee

$686,546

/zigman2/quotes/209393259/composite

Add to watchlist AMAT

Applied Materials Inc.

US : U.S.: Nasdaq

$ 103.14

-2.66 -2.51%

Volume: 8.98M

Jan. 15, 2021 4:00p

P/E Ratio

26.31

Dividend Yield

0.85%

Market Cap

$96.74 billion

Rev. per Employee

$716,667

/zigman2/quotes/202180826/composite

Add to watchlist ORCL

Oracle Corp.

US : U.S.: NYSE

$ 61.78

+0.18 +0.29%

Volume: 7.53M

Jan. 15, 2021 4:00p

P/E Ratio

18.73

Dividend Yield

1.55%

Market Cap

$181.35 billion

Rev. per Employee

$289,393

/zigman2/quotes/201138361/composite

Add to watchlist VSH

Vishay Intertechnology Inc.

US : U.S.: NYSE

$ 22.53

-0.55 -2.38%

Volume: 1.21M

Jan. 15, 2021 4:00p

P/E Ratio

32.94

Dividend Yield

1.69%

Market Cap

$3.34 billion

Rev. per Employee

$119,121

/zigman2/quotes/201701080/composite

Add to watchlist MEI

Methode Electronics Inc.

US : U.S.: NYSE

$ 40.15

-1.37 -3.30%

Volume: 197,720

Jan. 15, 2021 4:00p

P/E Ratio

11.69

Dividend Yield

1.10%

Market Cap

$1.56 billion

Rev. per Employee

$169,408

/zigman2/quotes/208077897/composite

Add to watchlist LRCX

Lam Research Corp.

US : U.S.: Nasdaq

$ 547.53

-10.26 -1.84%

Volume: 1.53M

Jan. 15, 2021 4:00p

P/E Ratio

31.06

Dividend Yield

0.95%

Market Cap

$80.33 billion

Rev. per Employee

$888,552

/zigman2/quotes/204525459/composite

Add to watchlist CATM

Cardtronics PLC Cl A

US : U.S.: Nasdaq

$ 40.71

+0.08 +0.20%

Volume: 1.02M

Jan. 15, 2021 4:00p

P/E Ratio

83.42

Dividend Yield

N/A

Market Cap

$1.81 billion

Rev. per Employee

$679,117

/zigman2/quotes/208755595/composite

Add to watchlist SNX

SYNNEX Corp.

US : U.S.: NYSE

$ 87.52

+1.81 +2.11%

Volume: 439,445

Jan. 15, 2021 4:00p

P/E Ratio

8.58

Dividend Yield

0.00%

Market Cap

$4.42 billion

Rev. per Employee

N/A

/zigman2/quotes/204742131/composite

Add to watchlist NTGR

NETGEAR Inc.

US : U.S.: Nasdaq

$ 38.46

-0.95 -2.41%

Volume: 276,268

Jan. 15, 2021 4:00p

P/E Ratio

43.97

Dividend Yield

N/A

Market Cap

$1.19 billion

Rev. per Employee

$1.23M

/zigman2/quotes/207530903/composite

Add to watchlist KEYS

Keysight Technologies Inc.

US : U.S.: NYSE

$ 146.29

-0.74 -0.50%

Volume: 3.09M

Jan. 15, 2021 4:00p

P/E Ratio

44.20

Dividend Yield

N/A

Market Cap

$27.36 billion

Rev. per Employee

$303,669

/zigman2/quotes/200545672/composite

Add to watchlist CSGS

CSG Systems International Inc.

US : U.S.: Nasdaq

$ 43.18

-0.42 -0.96%

Volume: 162,738

Jan. 15, 2021 4:00p

P/E Ratio

20.54

Dividend Yield

2.18%

Market Cap

$1.44 billion

Rev. per Employee

$229,733

/zigman2/quotes/209248041/composite

Add to watchlist KLAC

KLA Corp.

US : U.S.: Nasdaq

$ 304.13

+0.25 +0.08%

Volume: 1.61M

Jan. 15, 2021 4:00p

P/E Ratio

37.00

Dividend Yield

1.18%

Market Cap

$47.14 billion

Rev. per Employee

$547,390

/zigman2/quotes/200045496/composite

Add to watchlist GLW

Corning Inc.

US : U.S.: NYSE

$ 37.80

-0.23 -0.60%

Volume: 4.85M

Jan. 15, 2021 4:00p

P/E Ratio

183.23

Dividend Yield

2.33%

Market Cap

$29.06 billion

Rev. per Employee

$232,384

/zigman2/quotes/205598962/composite

Add to watchlist PLUS

ePlus Inc.

US : U.S.: Nasdaq

$ 91.37

-1.61 -1.73%

Volume: 46,814

Jan. 15, 2021 4:00p

P/E Ratio

17.47

Dividend Yield

N/A

Market Cap

$1.26 billion

Rev. per Employee

$992,149

/zigman2/quotes/209237881/composite

Add to watchlist FFIV

F5 Networks Inc.

US : U.S.: Nasdaq

$ 195.10

+1.67 +0.86%

Volume: 513,517

Jan. 15, 2021 4:00p

P/E Ratio

38.84

Dividend Yield

N/A

Market Cap

$11.92 billion

Rev. per Employee

$384,813

/zigman2/quotes/208321188/composite

Add to watchlist TER

Teradyne Inc.

US : U.S.: Nasdaq

$ 137.30

-1.09 -0.79%

Volume: 1.73M

Jan. 15, 2021 4:00p

P/E Ratio

34.47

Dividend Yield

0.29%

Market Cap

$22.98 billion

Rev. per Employee

$424,994

/zigman2/quotes/206723451/composite

Add to watchlist SMTC

Semtech Corp.

US : U.S.: Nasdaq

$ 77.32

-0.68 -0.87%

Volume: 315,145

Jan. 15, 2021 4:00p

P/E Ratio

108.31

Dividend Yield

N/A

Market Cap

$5.07 billion

Rev. per Employee

$394,461

/zigman2/quotes/208442969/composite

Add to watchlist ITRI

Itron Inc.

US : U.S.: Nasdaq

$ 97.01

-4.60 -4.53%

Volume: 509,165

Jan. 15, 2021 4:00p

P/E Ratio

N/A

Dividend Yield

N/A

Market Cap

$4.10 billion

Rev. per Employee

$316,768

/zigman2/quotes/210395673/composite

Add to watchlist TTMI

TTM Technologies Inc.

US : U.S.: Nasdaq

$ 14.10

-0.12 -0.84%

Volume: 1.17M

Jan. 15, 2021 4:00p

P/E Ratio

N/A

Dividend Yield

N/A

Market Cap

$1.52 billion

Rev. per Employee

$104,642

/zigman2/quotes/207499625/composite

Add to watchlist ARW

Arrow Electronics Inc.

US : U.S.: NYSE

$ 103.89

-0.22 -0.21%

Volume: 295,817

Jan. 15, 2021 4:00p

P/E Ratio

18.00

Dividend Yield

N/A

Market Cap

$7.87 billion

Rev. per Employee

$1.50M

/zigman2/quotes/209919828/composite

Add to watchlist QRVO

Qorvo Inc.

US : U.S.: Nasdaq

$ 177.29

-6.65 -3.62%

Volume: 1.46M

Jan. 15, 2021 4:00p

P/E Ratio

46.44

Dividend Yield

N/A

Market Cap

$20.98 billion

Rev. per Employee

$410,018

/zigman2/quotes/207585640/composite

Add to watchlist FN

Fabrinet

US : U.S.: NYSE

$ 82.57

-2.96 -3.46%

Volume: 238,999

Jan. 15, 2021 4:00p

P/E Ratio

25.76

Dividend Yield

N/A

Market Cap

$3.16 billion

Rev. per Employee

$142,694

/zigman2/quotes/201998588/composite

Add to watchlist HPE

Hewlett Packard Enterprise Co.

US : U.S.: NYSE

$ 12.54

+0.06 +0.48%

Volume: 12.84M

Jan. 15, 2021 4:00p

P/E Ratio

N/A

Dividend Yield

3.83%

Market Cap

$16.14 billion

Rev. per Employee

$453,603

/zigman2/quotes/208789077/composite

Add to watchlist CRUS

Cirrus Logic Inc.

US : U.S.: Nasdaq

$ 98.76

+1.21 +1.24%

Volume: 481,042

Jan. 15, 2021 4:00p

P/E Ratio

38.11

Dividend Yield

N/A

Market Cap

$5.65 billion

Rev. per Employee

$887,820

/zigman2/quotes/203631053/composite

Add to watchlist NCR

NCR Corp.

US : U.S.: NYSE

$ 33.91

-0.66 -1.91%

Volume: 1.95M

Jan. 15, 2021 4:00p

P/E Ratio

10.63

Dividend Yield

N/A

Market Cap

$4.46 billion

Rev. per Employee

$192,083

/zigman2/quotes/209891788/composite

Add to watchlist COHU

Cohu Inc.

US : U.S.: Nasdaq

$ 45.22

-1.05 -2.27%

Volume: 412,209

Jan. 15, 2021 4:00p

P/E Ratio

N/A

Dividend Yield

0.00%

Market Cap

$1.94 billion

Rev. per Employee

$182,290

/zigman2/quotes/207312436/composite

Add to watchlist SANM

Sanmina Corp.

US : U.S.: Nasdaq

$ 34.26

-0.39 -1.13%

Volume: 252,886

Jan. 15, 2021 4:00p

P/E Ratio

17.21

Dividend Yield

N/A

Market Cap

$2.25 billion

Rev. per Employee

$188,118

/zigman2/quotes/200206239/composite

Add to watchlist CAMP

CalAmp Corp.

US : U.S.: Nasdaq

$ 10.39

-0.22 -2.07%

Volume: 172,828

Jan. 15, 2021 4:00p

P/E Ratio

N/A

Dividend Yield

N/A

Market Cap

$371.72 million

Rev. per Employee

$335,878

/zigman2/quotes/206679220/composite

Add to watchlist QCOM

Qualcomm Inc.

US : U.S.: Nasdaq

$ 157.09

-3.76 -2.34%

Volume: 8.61M

Jan. 15, 2021 4:00p

P/E Ratio

34.72

Dividend Yield

1.66%

Market Cap

$181.92 billion

Rev. per Employee

$573,927

/zigman2/quotes/202760120/composite

Add to watchlist BDC

Belden Inc.

US : U.S.: NYSE

$ 42.26

-1.10 -2.54%

Volume: 148,862

Jan. 15, 2021 4:00p

P/E Ratio

N/A

Dividend Yield

0.47%

Market Cap

$1.93 billion

Rev. per Employee

$236,809

/zigman2/quotes/208205029/composite

Add to watchlist NSIT

Insight Enterprises Inc.

US : U.S.: Nasdaq

$ 79.12

-1.32 -1.64%

Volume: 123,374

Jan. 15, 2021 4:00p

P/E Ratio

17.31

Dividend Yield

N/A

Market Cap

$2.82 billion

Rev. per Employee

$686,546

/zigman2/quotes/209393259/composite

Add to watchlist AMAT

Applied Materials Inc.

US : U.S.: Nasdaq

$ 103.14

-2.66 -2.51%

Volume: 8.98M

Jan. 15, 2021 4:00p

P/E Ratio

26.31

Dividend Yield

0.85%

Market Cap

$96.74 billion

Rev. per Employee

$716,667

/zigman2/quotes/202180826/composite

Add to watchlist ORCL

Oracle Corp.

US : U.S.: NYSE

$ 61.78

+0.18 +0.29%

Volume: 7.53M

Jan. 15, 2021 4:00p

P/E Ratio

18.73

Dividend Yield

1.55%

Market Cap

$181.35 billion

Rev. per Employee

$289,393

/zigman2/quotes/201138361/composite

Add to watchlist VSH

Vishay Intertechnology Inc.

US : U.S.: NYSE

$ 22.53

-0.55 -2.38%

Volume: 1.21M

Jan. 15, 2021 4:00p

P/E Ratio

32.94

Dividend Yield

1.69%

Market Cap

$3.34 billion

Rev. per Employee

$119,121

/zigman2/quotes/201701080/composite

Add to watchlist MEI

Methode Electronics Inc.

US : U.S.: NYSE

$ 40.15

-1.37 -3.30%

Volume: 197,720

Jan. 15, 2021 4:00p

P/E Ratio

11.69

Dividend Yield

1.10%

Market Cap

$1.56 billion

Rev. per Employee

$169,408

/zigman2/quotes/208077897/composite

Add to watchlist LRCX

Lam Research Corp.

US : U.S.: Nasdaq

$ 547.53

-10.26 -1.84%

Volume: 1.53M

Jan. 15, 2021 4:00p

P/E Ratio

31.06

Dividend Yield

0.95%

Market Cap

$80.33 billion

Rev. per Employee

$888,552

/zigman2/quotes/204525459/composite

Add to watchlist CATM

Cardtronics PLC Cl A

US : U.S.: Nasdaq

$ 40.71

+0.08 +0.20%

Volume: 1.02M

Jan. 15, 2021 4:00p

P/E Ratio

83.42

Dividend Yield

N/A

Market Cap

$1.81 billion

Rev. per Employee

$679,117

/zigman2/quotes/208755595/composite

Add to watchlist SNX

SYNNEX Corp.

US : U.S.: NYSE

$ 87.52

+1.81 +2.11%

Volume: 439,445

Jan. 15, 2021 4:00p

P/E Ratio

8.58

Dividend Yield

0.00%

Market Cap

$4.42 billion

Rev. per Employee

N/A

/zigman2/quotes/204742131/composite

Add to watchlist NTGR

NETGEAR Inc.

US : U.S.: Nasdaq

$ 38.46

-0.95 -2.41%

Volume: 276,268

Jan. 15, 2021 4:00p

P/E Ratio

43.97

Dividend Yield

N/A

Market Cap

$1.19 billion

Rev. per Employee

$1.23M

/zigman2/quotes/207530903/composite

Add to watchlist KEYS

Keysight Technologies Inc.

US : U.S.: NYSE

$ 146.29

-0.74 -0.50%

Volume: 3.09M

Jan. 15, 2021 4:00p

P/E Ratio

44.20

Dividend Yield

N/A

Market Cap

$27.36 billion

Rev. per Employee

$303,669

/zigman2/quotes/200545672/composite

Add to watchlist CSGS

CSG Systems International Inc.

US : U.S.: Nasdaq

$ 43.18

-0.42 -0.96%

Volume: 162,738

Jan. 15, 2021 4:00p

P/E Ratio

20.54

Dividend Yield

2.18%

Market Cap

$1.44 billion

Rev. per Employee

$229,733

/zigman2/quotes/209248041/composite

Add to watchlist KLAC

KLA Corp.

US : U.S.: Nasdaq

$ 304.13

+0.25 +0.08%

Volume: 1.61M

Jan. 15, 2021 4:00p

P/E Ratio

37.00

Dividend Yield

1.18%

Market Cap

$47.14 billion

Rev. per Employee

$547,390

/zigman2/quotes/200045496/composite

Add to watchlist GLW

Corning Inc.

US : U.S.: NYSE

$ 37.80

-0.23 -0.60%

Volume: 4.85M

Jan. 15, 2021 4:00p

P/E Ratio

183.23

Dividend Yield

2.33%

Market Cap

$29.06 billion

Rev. per Employee

$232,384

/zigman2/quotes/205598962/composite

Add to watchlist PLUS

ePlus Inc.

US : U.S.: Nasdaq

$ 91.37

-1.61 -1.73%

Volume: 46,814

Jan. 15, 2021 4:00p

P/E Ratio

17.47

Dividend Yield

N/A

Market Cap

$1.26 billion

Rev. per Employee

$992,149

/zigman2/quotes/209237881/composite

Add to watchlist FFIV

F5 Networks Inc.

US : U.S.: Nasdaq

$ 195.10

+1.67 +0.86%

Volume: 513,517

Jan. 15, 2021 4:00p

P/E Ratio

38.84

Dividend Yield

N/A

Market Cap

$11.92 billion

Rev. per Employee

$384,813

/zigman2/quotes/208321188/composite

Add to watchlist TER

Teradyne Inc.

US : U.S.: Nasdaq

$ 137.30

-1.09 -0.79%

Volume: 1.73M

Jan. 15, 2021 4:00p

P/E Ratio

34.47

Dividend Yield

0.29%

Market Cap

$22.98 billion

Rev. per Employee

$424,994

/zigman2/quotes/206723451/composite

Add to watchlist SMTC

Semtech Corp.

US : U.S.: Nasdaq

$ 77.32

-0.68 -0.87%

Volume: 315,145

Jan. 15, 2021 4:00p

P/E Ratio

108.31

Dividend Yield

N/A

Market Cap

$5.07 billion

Rev. per Employee

$394,461

/zigman2/quotes/208442969/composite

Add to watchlist ITRI

Itron Inc.

US : U.S.: Nasdaq

$ 97.01

-4.60 -4.53%

Volume: 509,165

Jan. 15, 2021 4:00p

P/E Ratio

N/A

Dividend Yield

N/A

Market Cap

$4.10 billion

Rev. per Employee

$316,768

Philip van Doorn covers various investment and industry topics. He has previously worked as a senior analyst at TheStreet.com. He also has experience in community banking and as a credit analyst at the Federal Home Loan Bank of New York.