Independent, data-driven fundamental analysis on global industry leaders.
Specifically focus on Technology and Biotechnology.
Global Top 100 by Market Capitalization
Top 100 US Companies by Market Capitalization
Article list:
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Top 100 US companies by market capitalization
Top 100 US companies by market capitalization (as of 2026/3/30) Ranking Company Ticker Market Cap. 1 NVIDIA NVDA 4.07T 2 Apple AAPL 3.66T 3 Alphabet (Google) GOOG 3.31T 4 Microsoft MSFT 2.65T 5 Amazon AMZN 2.14T 6 Broadcom AVGO 1.43T 7 Tesla TSLA 1.36T 8 Meta Platforms (Facebook) META 1.33T 9 Berkshire Hathaway BRK-B 1.01T…
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Global top 100 companies by market capitalization as of 2025/12/23
The table below presents the top 100 global companies by market capitalization. Please click on the links to access articles for each company. I will continuously update the articles for each company in the list. The global top 100 companies by market capitalization (as of 2025/12/23) Rank Company ticker 1 NVIDIA NVDA 2 Apple AAPL…
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Blackstone – History and Competitions
Phase 1: Founding and Boutique Advisory (1985–1987) In 1985, Peter Peterson and Stephen Schwarzman founded Blackstone with 400,000 in seed capital after leaving Lehman Brothers. Phase 2: Diversification and Rapid Expansion (1988–2006) During this stage, Blackstone demonstrated sharp business acumen by expanding beyond private equity, laying the foundation for its status as a diversified alternative…
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China Life Insurance – FY25Q3 results
Based on the 2025 Third Quarter Report of China Life Insurance Company Limited, here is the detailed financial analysis. Income Statement Unit: RMB million Item 2025 (Jan-Sep) 2024 (Jan-Sep) YoY % of Total Rev (2025) Operating Revenue 537,895 427,180 25.9% 100.0% Insurance Service Income 161,409 157,849 2.3% 30.0% Interest Income 95,099 89,587 6.2% 17.7% Investment…
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China Life Insurance – History and Competitions
The History of China Life Insurance (Chronological Stages) The history of China Life Insurance reflects the evolution of China’s financial and insurance sectors, progressing from a state-run department to a global financial giant. 1. Foundation and State-Owned Era (1949 – 1995) During this period, life insurance was not an independent entity but a department within…
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Intuit – FY26Q1 results
Here is the updated financial analysis in English for Intuit’s Q1 Fiscal 2026 (ended October 31, 2025), with the FCF table removed and formatting restrictions lifted. Income Statement Analysis (In millions, except per share amounts) Item Q1 FY26 Q1 FY25 YoY Change % of Total Rev Service Revenue $3,497 $2,889 +21.0% 90.0% Product and Other…
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Intuit – History and Competitions
The Evolution of Intuit: A Four-Phase History Intuit’s journey reflects the broader evolution of the software industry—moving from desktop tools to cloud services and now to an AI-driven global platform. Phase 1: Solving Personal Pain Points (1983–1991) The core focus during this period was simplifying tedious financial processes for individuals. Phase 2: SMB Expansion and…
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Qualcomm – FY26Q1 results
This document is the Qualcomm (QCOM) 10-Q quarterly report for the first quarter of fiscal year 2026, ending December 29, 2025. Here are the key highlights from the report: Financial Performance Qualcomm reported revenue of $10.216 billion for the quarter, an increase of approximately 3% compared to $9.935 billion in the same period last year.…
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Qualcomm – History and Competitions
Phase 1: Foundations and the CDMA Gamble (1985-1995) In 1985, Irwin Jacobs and six co-founders established Qualcomm in San Diego. The name stands for “Quality Communications.” Phase 2: The 3G/4G Era and the Rise of Snapdragon (1996-2010) As mobile data became the focus, Qualcomm transitioned from a hardware manufacturer to a licensing and chipset powerhouse.…
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Linde – FY25 results
Linde PLC 4Q25 Results Summary Linde (LIN) reported its fourth-quarter and full-year 2025 results, showing resilient earnings growth despite a slight decline in top-line sales. The company achieved double-digit growth in adjusted EPS and continued its strong record of shareholder distributions. Financial Performance Segment Highlights (4Q25) Cash Flow and Shareholder Returns 2026 Guidance Linde Five-Year…
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Linde – History and Competitions
Linde History: Key Evolutionary Stages Linde plc is currently the world’s largest industrial gas company. Its history is a 140-year journey of engineering excellence, strategic mergers, and market dominance. Here are the four defining stages: Phase 1: Innovation and Cryogenic Breakthroughs (1879–1914) The company was founded in 1879 by Carl von Linde in Germany as…
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Disney – FY26Q1 results
Here is the financial analysis of The Walt Disney Company’s Q1 FY2026 (ended December 27, 2025) based on the provided document. Income Statement Units: millions of USD (except per share data) Item 2026 Q1 2025 Q1 YoY % of Total Rev (2026 Q1) Service Revenues 23,206 22,048 +5.3% 89.3% Product Revenues 2,775 2,642 +5.0% 10.7%…
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Walt Disney – History and Competitions
The history of The Walt Disney Company can be viewed as the evolution of the global entertainment industry. From a small animation studio, it grew into a media titan spanning theme parks, film production, streaming, and retail. Here are the five key stages of its development: 1. The Founding and Birth of Mickey Mouse (1923-1934)…
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Pepsico – History and Competitions
The history of PepsiCo could be divided into five key evolutionary stages: 1. The Pharmacist’s Formula (1893–1930s) Pepsi-Cola was created in 1893 by Caleb Bradham, a pharmacist in North Carolina. Originally called Brad’s Drink, it was renamed Pepsi-Cola in 1898, derived from the digestive enzyme pepsin and the kola nut. 2. The Birth of PepsiCo…
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Inditex – FY25Q3 results
Below is the financial analysis based on the Inditex report: Income Statement Unit: Million EUR Item 9M2025 9M2024 YoY % of Total Rev (9M25) Net Sales 28,171 27,422 +2.7% 100.0% Cost of Sales (11,361) (11,132) +2.1% 40.3% Gross Profit 16,811 16,291 +3.2% 59.7% OPEX (8,479) (8,276) +2.4% 30.1% Other Operating Income/Loss (29) (48) -39.6% 0.1%…
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Inditex – History and Competitions
The history of Inditex (Industria de Diseño Textil, S.A.) is a masterclass in supply chain efficiency and retail strategy. Its evolution can be broken down into five distinct phases: 1. The Workshop & Retail Inception (1963–1984) This period focused on the transition from manufacturing to direct retail. 2. Corporate Formation & Brand Diversification (1985–2000) Inditex…
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Applied Materials – FY26Q1 results
Financial Performance Summary Applied Materials reported first-quarter 2026 revenue of $7.01 billion, representing a slight 2% decrease year-over-year. Despite the revenue dip, GAAP net income surged 71% to $2.03 billion, primarily driven by investment gains and tax adjustments. On a non-GAAP basis, which management views as more reflective of core operations, net income was $1.90…
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Applied Materials – History and Competitions
Applied Materials (AMAT) History: Key Eras Applied Materials’ journey reflects the evolution of the semiconductor industry, transforming from a small chemical supplier into the world’s largest provider of wafer fabrication equipment. Phase 1: Foundation & Early Struggle (1967–1975) Founded in 1967 by Michael McNeilly, the company initially focused on chemical vapor deposition (CVD) equipment. Phase…
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Shell – FY25 results
Shell Q4 and Full Year 2025 Financial Results Summary Financial Performance Shell reported full-year 2025 adjusted earnings of 18.5 billion, a decrease from 23.7 billion in 2024. For the fourth quarter, adjusted earnings reached 3.3 billion, down from 5.4 billion in Q3 2025. This decline was primarily driven by lower commodity prices and higher tax…
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Shell – History and Competitions
History of Shell, categorized by stages: 1. The Origins and Shell Transport (1833–1890s) Shell began not with oil, but with seashells. In 1833, Marcus Samuel opened a small shop in London selling antiques and Oriental seashells, which were popular for interior design at the time. 2. Merger with Royal Dutch (1907–1945) To compete with the…
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Intuitive Surgical – FY25 results
Analysis of Intuitive Surgical (ISRG) Q4 2025 Performance Based on the latest financial results, here is a deep dive into the company’s strategic position and outlook: Revenue Drivers and Product Momentum Profitability and Financial Health 2026 Outlook and Risk Factors Conclusion Intuitive Surgical closed 2025 with strong momentum, specifically through the successful early ramp of…
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Intuitive Surgical – History and Competitions
Here is the history of Intuitive Surgical (ISRG) categorized into four distinct development stages: 1995-2004: Foundations and Early Breakthroughs This period was defined by the transition from military research to a commercial medical reality. 2005-2013: Global Expansion and Technological Iteration During this phase, the company refined its technology and proved its commercial viability globally. 2014-2023:…