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Natural-language screening guide

How to screen for Semiconductor stocks

Does the semiconductor label survive a like-for-like financial comparison? Inspect the real product screen and a source-backed three-period company comparison.

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TL;DR

A semiconductor tag groups businesses with different economics. In the selected FY2025 statements, NVIDIA's GAAP operating margin was 62.42% versus AMD's 10.66%; that does not constitute a normalized technology advantage score. AMD's raw free cash flow mixes total operating cash flow with continuing capital spending, while continuing free cash flow is $5.519 billion. Compare fiscal periods, accounting scope and foundry versus design exposure before screening on these values. The October 2026 industry capture is a starting universe, not an automatic profitability filter.

See the screen in NexusTrade

NexusTrade Semiconductor stocks screen with the industry filter and Market Cap descending selected
Actual NexusTrade screen captured October 10, 2026. Values shown belong to the captured product snapshot.

The captured product view uses industry=semiconductor, Market Cap and Descending. On October 10, 2026 it displayed 100 matches. That is the number shown by this view, not a claim that it covers every listed company.

The image records the interface and company matches at capture time. Prices and ratios are stored observations; the capture date is not their market date. Open the current company profile and check its observation dates before using those figures.

Does the semiconductor label survive a like-for-like financial comparison?

Compare NVIDIA and AMD as two additional fabless issuer examples. Both expanded revenue, but their GAAP operating margins and cash scope differ sharply.

Test the exposure with reported financials

GAAP operating margins at the stated period ends

Scale: 0 to 62.42 % · zero baseline

NVDA Jan 29, 2023

  • Operating margin+15.66%

NVDA Jan 28, 2024

  • Operating margin+54.12%

NVDA Jan 26, 2025

  • Operating margin+62.42%

AMD Dec 30, 2023

  • Operating margin+1.77%

AMD Dec 28, 2024

  • Operating margin+7.37%

AMD Dec 27, 2025

  • Operating margin+10.66%

NVIDIA January-year-end and AMD December-year-end financials cover different calendars. These reported margins do not normalize technology, acquisition or cash-flow scope.

Show the table · 6 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

NVDA · 2023-01-29$26.974B$4.224B / 15.66%$4.368BNot returned
NVDA · 2024-01-28$60.922B$32.972B / 54.12%$29.760B$27.021B
NVDA · 2025-01-26$130.497B$81.453B / 62.42%$72.880B$60.853B
AMD · 2023-12-30$22.680B$0.401B / 1.77%$0.854B$1.121B
AMD · 2024-12-28$25.785B$1.900B / 7.37%$1.641B$2.405B
AMD · 2025-12-27$34.639B$3.694B / 10.66%$4.335B$6.735B

Operating margin = operating income ÷ revenue. Not returned means missing, never zero. Source FCF definitions require the reconciliation below.

Read-only NexusTrade sec_edgar fundamentals retrieved October 12, 2026 and checked against the original annual statements. Amounts below are USD billions; the retained raw response uses USD. These are historical fiscal periods, not a live quote or a forecast.

Apply the condition and explain the result

  1. Reported inputs

    NVIDIA FY2025 operating margin was 62.42%; AMD FY2025 was 10.66%. This is a GAAP comparison, not a normalized technology advantage score.

  2. Calculated comparison

    NVIDIA's FY2025 Data Center sales were $115.186B; AMD's were $16.635B. AMD's FY2025 raw FCF mixes total CFO and continuing capex; continuing FCF is $5.519B.

What the industry tag cannot establish

The captured first rows include TSM and AVGO. A foundry, fabless designer and diversified chip supplier need separate capacity, customer and acquisition analysis. AMD is an additional worked issuer, not a fabricated captured first-row match.

Reproduce this screen and comparison

Open the actual filter, check its current result dates, then reproduce the financial calculation. An industry-only URL does not silently implement an extra profitability or cash-flow rule. Record any added condition explicitly.

Check fiscal periods and public availability

Inspect every input period, publication date and source

Select FY rows by periodEnd instead of assuming the array is latest first. Source statements may present comparative years in one filing. Their later publication does not prove those exact restated values were available at the earlier historical date.

Scroll sideways to compare all columns. Select a heading to sort.

NVDA20232023-01-292023-02-24Annual FY, USD
NVDA20242024-01-282024-02-21Annual FY, USD
NVDA20252025-01-262025-02-26Annual FY, USD
AMD20232023-12-302024-01-31Annual FY, USD
AMD20242024-12-282025-02-05Annual FY, USD
AMD20252025-12-272026-02-04Annual FY, USD

Inspect the business exposure

Inspect the captured screen selection and company links
  1. Investigate the business exposure

    The first cards were NVIDIA, TSMC and Broadcom. Their descriptions point to different activities: computing platforms, chip manufacturing, and semiconductors alongside infrastructure software. An industry match gives you a starting universe; it does not make these businesses interchangeable.

Make the selection explicit

Inspect the captured screen selection and company links

Check the filter Aurora resolves from your request. Confirm the resolved classification before treating a result as a match. Asking for profitable companies adds a financial condition; this industry-only screen does not silently claim to implement that condition.

Scroll sideways to compare all columns. Select a heading to sort.

Semiconductor stocksindustry=semiconductorPublished revenue/product classification
Publicly listed universeSupported company classification catalogCheck listing status on the company profile
Review company fundamentalsCompany profile and dated daily snapshotA stored snapshot is not a live quote

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