Electronic Components stocks: intrinsic value, ROIC & growth
11 U.S. electronic components companies with at least three years of SEC filings, ranked by size. 4 of the 10 with a current price trade below their Graham intrinsic value. The median company earned a 2.6% average return on invested capital and grew revenue 3.5% a year.
Updated October 18, 2026
11companies
4below Graham value
2.6%median 10-yr ROIC
3.5%median revenue CAGR
Highest-ROIC electronic components stocks
| Ticker | Company | 10-yr ROIC | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|---|
| AEIS | ADVANCED ENERGY INDUSTRIES INC | 20.8% | $238.05 | $42.21 | 464% above | $9.2B | 20.8% | 15.7% |
| VICR | VICOR CORP | 12.0% | $191.50 | $86.69 | 121% above | $8.7B | 12.0% | 8.2% |
| VREX | Varex Imaging Corp | 5.0% | $18.41 | $14.42 | 28% above | $762.2M | 5.0% | 3.5% |
All electronic components stocks
| Ticker | Company | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|
| VRT | Vertiv | $206.42 | $113.27 | 82% above | $80.6B | -93.2% | 13.2% |
| AEIS | ADVANCED ENERGY INDUSTRIES INC | $238.05 | $42.21 | 464% above | $9.2B | 20.8% | 15.7% |
| VICR | VICOR CORP | $191.50 | $86.69 | 121% above | $8.7B | 12.0% | 8.2% |
| PI | IMPINJ INC | $175.37 | $43.44 | 304% above | $5.1B | -15.1% | 13.9% |
| VREX | Varex Imaging Corp | $18.41 | $14.42 | 28% above | $762.2M | 5.0% | 3.5% |
| MVIS | MICROVISION, INC. | $1.13 | $12.10 | 91% below | $308.6M | -2.5% | -24.3% |
| MPTI | M-tron Industries, Inc. | $66.41 | $87.03 | 24% below | $214.3M | 23.4% | 19.5% |
| ESP | ESPEY MFG & ELECTRONICS CORP | $55.58 | $63.83 | 13% below | $149.9M | 7.3% | -20.1% |
| LGL | LGL GROUP INC | $6.66 | $2.13 | 213% above | $42.7M | 2.2% | -21.2% |
| NSYS | NORTECH SYSTEMS INC | $10.32 | $18.11 | 43% below | $28.7M | 2.6% | 0.2% |
| NEON | Neonode Inc. | $0.77 | — | — | $12.2K | -666.9% | -16.3% |
Stock lists
Undervalued Stocks Below Graham Intrinsic Value
Highest ROIC Stocks (10-Year Average)
Highest Free Cash Flow Yield Stocks
Fastest-Growing Stocks by 10-Year Revenue