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B2B · Benchmarks

Engineer underwriting benchmarks

Peer and universe rankings from the same deterministic scorecards as the research OS — stack roles, multi-factor scores, and bands. Not commodity prices. Not advice.

74 companies ranked Seed universe Live engine output API ready

Universe

Band distribution

strong 12
names
watch 56
names
caution 5
names
weak 1
names

Generated 2026-08-02T23:08:45.289387+00:00 · rule-based scorecards

Rankings

Top underwriting scores

Sorted by Overall score · engine key overall_score · API GET /api/benchmarks

# Ticker Company Overall Band Stack roles Cycle
1 GOOGL Alphabet 8.21 strong cloud_hyperscaler ai_capex
2 AMZN Amazon 8.21 strong cloud_hyperscaler storage ai_capex
3 TXN Texas Instruments 7.85 strong analog_power_ics industrial_auto
4 ADI Analog Devices 7.85 strong analog_power_ics industrial_auto
5 META Meta Platforms 7.85 strong cloud_hyperscaler ai_capex
6 MSFT Microsoft 7.81 strong cloud_hyperscaler ai_capex
7 AMAT Applied Materials 7.76 strong wafer_equipment equipment_capex
8 LRCX Lam Research 7.76 strong wafer_equipment equipment_capex
9 CSCO Cisco Systems 7.67 strong networking_optics data_center_infra ai_capex
10 KEYS Keysight Technologies 7.67 strong test_metrology design_spend
11 SNPS Synopsys 7.63 strong eda_design design_spend
12 CDNS Cadence Design Systems 7.63 strong eda_design design_spend
13 ETN Eaton 7.45 watch power_energy data_center_infra power_cooling
14 APH Amphenol 7.45 watch networking_optics data_center_infra ai_capex
15 QCOM Qualcomm 7.40 watch accelerators_gpu analog_power_ics mobile_ai

Peer compare

Peer cohort — KEYS

Overall 7.67
strong
Rank in cohort #1
of 4
Peers TER, ONTO, KLAC

Cohort ranking

#TickerScoreBand
1 KEYS 7.67 strong
2 KLAC 7.18 watch
3 TER 6.73 watch
4 ONTO 6.33 watch

Factors vs peer mean

  • stack_importance 6.0 Δ -0.7

    Peer mean 6.7/10

  • competitive_moat 9.0 Δ +2.0

    Peer mean 7.0/10

  • customer_concentration 8.0 Δ +3.0

    Peer mean 5.0/10

  • balance_sheet 9.0 Δ +0.0

    Peer mean 9.0/10

  • dilution_capital_risk 9.0 Δ +0.0

    Peer mean 9.0/10

  • valuation_margin_of_safety 6.0 Δ +2.0

    Peer mean 4.0/10

  • cycle_position 7.0 Δ +0.0

    Peer mean 7.0/10

API: GET /api/benchmarks/peers/KEYS

By stack role

Role leaders