THEME RANKINGS

Robotics & Automation Ranking - Theme-level quality and growth rankings refreshed by Datafin.
Official Theme RankingPublished

Robotics & Automation Ranking

Ranks companies inside the Robotics & Automation theme by quality, growth and cash-generation signals.

Open live tool
Theme universe
120
Visible candidates
15
Model type
Quality ranking
Generated: Sep 9, 2026, 04:32 AM
Data as of: 2026-09-08
Theme Rankings· 6 analyses

Theme-level quality and growth rankings refreshed by Datafin.

Theme Leader Matrix

Theme leaders are tracked by growth, profitability and cash generation.

Quality strength
Sales growth
Top 3:1NVDA2STX3AVGO
Theme Leader Matrix
StockSales growthQuality strength
NVDA83.4%115.9%
STX34.1%225.4%
AVGO48.7%37.3%
TER57.9%36.7%
DPLM.LSE84.6%18.9%
NVEC24.1%37.6%
MSFT17.8%30.8%
TEL15.5%20.7%
MOG-A15.6%15.6%
MGTX948.3%101.9%
BWXT22.7%20.7%
HLMA.LSE14.9%15.9%

Datafin’s View

Labor scarcity and reshoring make automation a secular tailwind; the ranking rewards the players turning that demand into profitable growth.

Not every automation story earns its keep; this ranking elevates the ones pairing growth with real returns on capital.

This analysis is for informational purposes only and is not investment advice; it is a repeatable research starting point using the same rules.

Cross-Theme Valuation

The median P/E of every theme we cover; a lower bar marks a more cheaply priced theme. This analysis’ theme is highlighted.

  • Battery and Energy Storage
    18.9
  • Strategic Minerals
    19
  • Food Security
    20
  • Pharmaceutical Manufacturers
    20.1
  • AI Platforms and Models
    20.2
  • AI Software Layer
    21
  • Agricultural Technology
    21.8
  • Financial Rails and Payments
    22.8
  • Water Scarcity and Infrastructure
    23.6
  • Circular Economy and Waste
    25.5
  • Digital Infrastructure
    26.1
  • Space and Satellite Economy
    27.4
  • Digital Commerce and Marketplaces
    27.5
  • Clean Energy Equipment
    28
  • Next-Generation Healthcare
    29.1
  • Copper and Power Transmission
    31
  • Robotics and Automation
    32
  • AI Data Center Infrastructure
    33.6
  • Cybersecurity
    33.8
  • Defense and Sovereign Technology
    35.1
  • Nuclear Fuel and Uranium
    39.2
  • Semiconductor Value Chain
    51
  • AI Chips and Accelerators
    60

The dark bar is this page’s theme. The lighter bars are the other themes we cover.

Results

Latest published or live-generated results from the official Datafin analysis.

1🇺🇸
NVDA.US
NVIDIA Corporation
100
Sales Growth
83.38%
EPS Growth
125%
Return on Equity(ROE)
117.21%
Return on Invested Capital(ROIC)
114.6%
Free Cash Flow
$127B
PEG Ratio
0.23
2🇺🇸
STX.US
Seagate Technology PLC
97
Sales Growth
34.06%
EPS Growth
106.33%
Return on Equity(ROE)
371.53%
Return on Invested Capital(ROIC)
79.36%
Free Cash Flow
$3.3B
PEG Ratio
0.61
3🇺🇸
AVGO.US
Broadcom Inc
96
Sales Growth
48.69%
EPS Growth
101%
Return on Equity(ROE)
44.25%
Return on Invested Capital(ROIC)
30.44%
Free Cash Flow
$39.4B
PEG Ratio
0.46
4🇺🇸
TER.US
Teradyne Inc
96
Sales Growth
57.87%
EPS Growth
150.45%
Return on Equity(ROE)
36.66%
Return on Invested Capital(ROIC)
36.66%
Free Cash Flow
$799.9M
PEG Ratio
0.34
5🇬🇧
DPLM.LSE
Diploma PLC
90
Sales Growth
84.64%
EPS Growth
58.33%
Return on Equity(ROE)
18.97%
Return on Invested Capital(ROIC)
18.89%
Free Cash Flow
$354.5M
PEG Ratio
0.87
6🇺🇸
NVEC.US
NVE Corporation
90
Sales Growth
24.07%
EPS Growth
23.72%
Return on Equity(ROE)
29.81%
Return on Invested Capital(ROIC)
45.32%
Free Cash Flow
$15.6M
PEG Ratio
1.15
7🇺🇸
MSFT.US
Microsoft Corporation
89
Sales Growth
17.79%
EPS Growth
31.48%
Return on Equity(ROE)
34.04%
Return on Invested Capital(ROIC)
27.55%
Free Cash Flow
$67B
PEG Ratio
0.87
8🇺🇸
TEL.US
TE Connectivity Ltd
88
Sales Growth
15.49%
EPS Growth
110.82%
Return on Equity(ROE)
23.54%
Return on Invested Capital(ROIC)
17.89%
Free Cash Flow
$3.6B
PEG Ratio
0.18
9🇺🇸
MOG-A.US
Moog Inc
86
Sales Growth
15.58%
EPS Growth
78.88%
Return on Equity(ROE)
18.11%
Return on Invested Capital(ROIC)
13.16%
Free Cash Flow
$243.9M
PEG Ratio
0.4
10🇺🇸
MGTX.US
MeiraGTx Holdings PLC
86
Sales Growth
948.35%
EPS Growth
-
Return on Equity(ROE)
72.28%
Return on Invested Capital(ROIC)
131.53%
Free Cash Flow
$6.3M
PEG Ratio
0.1
11🇺🇸
BWXT.US
BWX Technologies Inc
83
Sales Growth
22.7%
EPS Growth
20.28%
Return on Equity(ROE)
28.21%
Return on Invested Capital(ROIC)
13.14%
Free Cash Flow
$316.8M
PEG Ratio
2.05
12🇬🇧
HLMA.LSE
Halma PLC
82
Sales Growth
14.87%
EPS Growth
25.61%
Return on Equity(ROE)
18.31%
Return on Invested Capital(ROIC)
13.58%
Free Cash Flow
$527.3M
PEG Ratio
1.49
13🇺🇸
SPXC.US
SPX Corp
81
Sales Growth
20.63%
EPS Growth
23.8%
Return on Equity(ROE)
14.37%
Return on Invested Capital(ROIC)
11.23%
Free Cash Flow
$303.4M
PEG Ratio
1.5
14🇬🇧
RR.LSE
Rolls-Royce Holdings PLC
80
Sales Growth
18.56%
EPS Growth
-46.88%
Return on Equity(ROE)
115.49%
Return on Invested Capital(ROIC)
880.26%
Free Cash Flow
$5.7B
PEG Ratio
-0.87
15🇺🇸
KNSA.US
Kiniksa Pharmaceuticals Ltd
80
Sales Growth
58.85%
EPS Growth
-
Return on Equity(ROE)
14.04%
Return on Invested Capital(ROIC)
56.79%
Free Cash Flow
$183.1M
PEG Ratio
0.05

Methodology

Sales Growth> 12% · 18 pts
EPS Growth> 8% · 14 pts
Return on Equity (ROE)> 14% · 20 pts
Return on Invested Capital (ROIC)> 10% · 16 pts
Free Cash Flow> $0 · 20 pts
PEG Ratio< 2.5 · 12 pts

Last 5 Updates

Sep 9, 2026, 04:32 AM15 companies
Entered:MOG-A.US, BWXT.US
Exited:MKSI.US, THC.US
Aug 29, 2026, 04:33 AM15 companies
List unchanged (refreshed).
Aug 18, 2026, 04:32 AM15 companies
Entered:MGTX.US, THC.US
Exited:ATATP.IS, AMGN.US
Aug 7, 2026, 04:31 AM15 companies
Entered:STX.US, KNSA.US, MKSI.US, SPXC.US, RR.LSE
Exited:BWXT.US, MOG-A.US, THC.US, GSK.LSE, REN.AS
Jul 26, 2026, 04:33 AM15 companies
Entered:NVEC.US, REN.AS
Exited:VICR.US, AMAT.US

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