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CGI Inc. (GIB.A) investment Quality Rating (A)
Old York Financial assigns CGI Inc. (GIB.A) an (A) Operational Quality Rating. With a $31B backlog and $2.3B in Owner Earnings, CGI is the "Metronome" of IT Services. See why its capital-light model and 16% adjusted ROIC earn it an (A) rating.
Constellation Software (CNSWF) investment Quality Rating (AAA)
Old York Financial issues a (AAA) Operational Quality Rating for Constellation Software (CSU). Analysis of $3.78B Owner Earnings, 25%+ incremental ROIC, and $1.8B in 2025 acquisitions. View the 2025 software sovereign registry.
Hewlett Packard Enterprise (HPE) investment Quality Rating (BBB)
Old York Financial issues a (BBB) Operational Quality Rating for Hewlett Packard Enterprise (HPE). Analysis of $3.39B Owner Earnings, Juniper Networks integration, and 23% networking margins. View the 2025 hybrid cloud registry.
Dell Technologies (DELL) investment Quality Rating (BBB)
Old York Financial issues a (BBB) Operational Quality Rating for Dell Technologies (DELL). Analysis of $4.27B Owner Earnings, 6.5% operating margins, and the record $9B AI server backlog. View the 2025 infrastructure workhorse registry.
Arista Networks (ANET) investment Quality Rating (AAA)
Old York Financial issues a (AAA) Operational Quality Rating for Arista Networks (ANET). Forensic analysis of $4.43B Owner Earnings, 48% operating margins, and the shift to AI Ethernet. View the 2025 networking sovereign registry.
Analog Devices (ADI) investment Quality Rating (AA)
Old York Financial issues a (AA) Operational Quality Rating for Analog Devices (ADI). Analysis of $5.5B Owner Earnings, 69% gross margins, and dominance in Industrial/EV sensor markets. View the 2025 signal sovereign registry.
NXP Semiconductors N.V. (NXPI) investment Quality Rating (A)
Old York Financial issues an (A) Operational Quality Rating for NXP Semiconductors (NXPI). Forensic analysis of $3.28B Owner Earnings, 58% automotive revenue concentration, and SDV growth. View the 2025 industrial semiconductor registry.
Arm Holdings (ARM) investment Quality Rating (AAA)
Old York Financial issues a (AAA) Operational Quality Rating for Arm Holdings (ARM). Analysis of $1.34B Owner Earnings, 96% gross margins, and the shift to Armv9 architecture in AI data centers. View the 2025 architectural sovereign registry.
Lam Research (LRCX) investment Quality Rating (AA)
Old York Financial issues a (AA) Operational Quality Rating for Lam Research (LRCX). Analysis of $5.83B Owner Earnings, 34% operating margins, and the HBM4/3D NAND growth engine. View the 2025 semiconductor equipment registry.
KLA Corporation (KLAC) investment Quality Rating (AA)
Old York Financial issues a (AA) Operational Quality Rating for KLA Corp (KLAC). Analysis of $4.17B Owner Earnings, 62% gross margins, and dominance in AI chip yield management. View the 2025 semiconductor gatekeeper registry.
Micron Technology (MU) investment Quality Rating (BBB)
Old York Financial issues a (BBB) Operational Quality Rating for Micron Technology (MU). Analysis of $12.2B Owner Earnings, HBM3E sold-out status through 2026, and the impact of 26% operating margins. View the 2025 memory sector registry.
Qualcomm Inc. (QCOM) investment Quality Rating (A)
Old York Financial issues an (A) Operational Quality Rating for Qualcomm Inc. (QCOM). Forensic analysis of $14.9B Owner Earnings, 72% licensing margins, and the Automotive pivot. View the 2025 registry for the edge AI sovereign.
AMD (AMD) investment Quality Rating (AA)
Old York Financial issues a (AA) Operational Quality Rating for AMD. Analysis of $9.7B Owner Earnings, record $34.6B revenue, and Data Center AI dominance. View the 2025 registry for the semiconductor compute challenger.
Broadcom Inc. (AVGO) investment Quality Rating (AAA)
Old York Financial issues a (AAA) Operational Quality Rating for Broadcom Inc. (AVGO). Forensic analysis of $39.9B Owner Earnings, 67% EBITDA margins, and VMware integration. View the 2025 registry for semiconductor sovereigns.
Atlassian Corp (TEAM) investment Quality Rating (B)
Old York Financial issues a (B) Operational Quality Rating for Atlassian (TEAM). Forensic analysis of the $1.6B Owner Earnings, negative 2.9% ROIC, and the $3.3B RPO backlog. View the 2025 registry for collaboration software ratings.
Cadence Design Systems, Inc. (CDNS) investment Quality rating (AA)
Old York Financial issues an (AA) Operational Quality Rating for Cadence (CDNS). Forensic analysis of the $1.8B Owner Earnings, 44.6% margins, and the record $7.8B backlog. View the 2025 registry for the EDA efficiency sovereign.
Synopsys, Inc. (SNPS) investment Quality Rating (A)
Old York Financial issues an (A) Operational Quality Rating for Synopsys (SNPS). Clinical analysis of the $11.4B backlog, Ansys integration impact, and $2.0B Owner Earnings. View the 2025 registry for EDA and AI design sovereigns.
Fortinet, Inc. (FTNT) investment Quality Rating (AA)
Old York Financial issues an (AA) Operational Quality Rating for Fortinet (FTNT). Forensic analysis of the $2.0B Owner Earnings, 116% ROE, and the ASIC chip advantage. View the 2025 registry for cybersecurity efficiency sovereigns.
CrowdStrike Holdings, Inc. (CRWD) investment Quality Rating (A)
Old York Financial issues an (A) Operational Quality Rating for CrowdStrike Holdings (CRWD). Forensic analysis of $1.35B Owner Earnings, 33% ARR growth, and the Falcon platform's AI dominance. View the 2025 registry for cybersecurity sovereigns.
Palo Alto Networks, Inc. (PANW) investment Quality Rating (AA)
Old York Financial issues an (AA) Operational Quality Rating for Palo Alto Networks (PANW). Clinical analysis of $3.6B Owner Earnings, 32% NGS ARR growth, and the shift to platformization. View the 2025 forensic registry for cybersecurity sovereigns.