Top 10 NASDAQ Performers of 2025 and Their Sales Multiples

Here is a summary of the top 10 NASDAQ performers of 2025 so far, along with their year-to-date (YTD) performance and next twelve months (NTM) sales multiples:

1. Constellation Energy $Constellation Energy Corp(CEG)$ +38%

• A leading provider of nuclear energy in the U.S.,

• NTM Sales multiple: 4.3x

2. Arm $ARM Holdings(ARM)$ +32%

• Focused on semiconductor design for AI infrastructure,

• NTM Sales multiple: 35.4x

3. Atlassian $Atlassian Corporation PLC(TEAM)$ +29%

• Provides project management and collaboration software,

• NTM Sales multiple: 14.3x

4. CrowdStrike $CrowdStrike Holdings, Inc.(CRWD)$ +23%

• A leading cybersecurity company, focused on cloud security and endpoint protection,

• NTM Sales multiple: 22.3x

5. Starbucks $Starbucks(SBUX)$ +23%

• A globally renowned coffee chain,

• NTM Sales multiple: 3.9x

6. Meta $Meta Platforms, Inc.(META)$ +22%

• One of the world's largest social media platforms

• NTM Sales multiple: 9.5x

7. MongoDB $MongoDB Inc.(MDB)$ +19%

• Offers high-performance database solutions

• NTM Sales multiple: 8.8x

8. SuperMicro Computers $SUPER MICRO COMPUTER INC(SMCI)$ +19%

• Specializes in high-performance computing and data center hardware,

• NTM Sales multiple: 0.9x

9. KLA Corp $KLA-Tencor(KLAC)$ +19%

• A major player in semiconductor equipment inspection,

• NTM Sales multiple: 8.5x

10. Pinduoduo $PDD Holdings Inc(PDD)$ +18%

• A leading e-commerce platform in China,

• NTM Sales multiple: 1.8x

Analysis of the Data

• Top Performers: $Constellation Energy Corp(CEG)$ and$Arm have shown the highest YTD performance, with gains of 38% and 32%, respectively. These companies have benefited from strong market demand and positive industry trends.

• Sales Multiples: The NTM sales multiples vary widely among these companies, reflecting different growth prospects and market expectations. For example, $ARM Holdings(ARM)$ has a very high NTM sales multiple of 35.4x, indicating high investor expectations for future growth. In contrast, $SUPER MICRO COMPUTER INC(SMCI)$ has a much lower NTM sales multiple of 0.9x, suggesting a more conservative market outlook.

• Sector Trends: The list includes companies from various sectors, such as technology ( $Atlassian Corporation PLC(TEAM)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $MongoDB Inc.(MDB)$ ), consumer ( $Starbucks(SBUX)$ ), and energy ( $Constellation Energy Corp(CEG)$ ). This diversity highlights the broad-based strength in the market.

• Growth vs. Value: Companies with higher NTM sales multiples (e.g., Arm, Atlassian) are typically seen as growth stocks, while those with lower multiples (e.g., $SUPER MICRO COMPUTER INC(SMCI)$ ) may be considered more value-oriented.

Investment Insights

• High Growth Potential: Companies with high NTM sales multiples, such as Arm and Atlassian, may be attractive for investors seeking high growth potential. However, these stocks also come with higher risks.

• Value Opportunities: Companies with lower NTM sales multiples, such as SuperMicro Computers and Starbucks, might offer value opportunities for investors who believe the market has underestimated their potential.

• Market Sentiment: The strong performance of these companies reflects positive market sentiment and investor confidence. However, investors should also consider the broader market conditions and potential risks.

This data provides a snapshot of the current market leaders and their valuation metrics, which can help investors make more informed decisions.