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The themes PayPay is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Software Infrastructure
Graded A or B and worth $2B or more: A first, then the largest.
PLTRPalantir Technologies Inc.$441.5BA+
PANWPalo Alto Networks, Inc.$263.9BA
CRWDCrowdStrike Holdings, Inc.$235.2BA
NETCloudflare, Inc.$114.2BA-
FTNTFortinet, Inc.$95.2BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research CorporationOct 22, 2026BAGraded B, now A
IBMInternational Business Machines CorporationOct 21, 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.Oct 28, 2026BAGraded B, now A
NXPINXP Semiconductors N.V.Oct 27, 2026BAGraded B, now A
UIUbiquiti Inc.Nov 6, 2026BAGraded B, now A
Built from PayPay Corporation’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This company files in JPY. Figures are converted to US dollars at $1.00 = 160.00 JPY, the current rate, applied to every period alike — so growth and margins are the company’s own and not the exchange rate’s. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
