Digital Sector

Best Digital Stocks in 2026

The Digital sector includes businesses that enable core aspects of the digital economy, such as e-commerce, online payments, remote work platforms and digital advertising. These firms provide the infrastructure and services that support how businesses operate online and how consumers interact, shop and transact in an increasingly connected world. The sector plays a key role in driving efficiency, scalability and innovation across industries.

Top picks15
Total market cap$1.08T
Avg YTD-10.9%
Avg 3-Year+0.6%
Avg net margin-0.6%

Sector Highlights

Top picks by key criteria across the sector

Top YTD Performer
Delivery Hero

Delivery Hero

DHER.DE

+60.6%

Year-to-date return

Strongest Fundamentals
Adyen

Adyen

ADYEN.AS
ProfitabilityExcellent
LiquidityExcellent
LeverageExcellent
Cash FlowExcellent
ValuationGood

Proprietary section scores

Market Leader
Cisco

Cisco

CSCO

$466.31B

Market cap (USD equivalent)

Sector Performance

Compare returns and net margin across our picks — toggle between periods

Delivery HeroDelivery Hero
+60.6%
CiscoCisco
+53.6%
Just EatJust Eat
+50.4%
Best BuyBest Buy
+19.5%
BlockBlock
+18.9%
LogitechLogitech
+4.7%
PayPalPayPal
-22.4%
ShopifyShopify
-23.5%
AlibabaAlibaba
-24.2%
GoDaddyGoDaddy
-29.2%
AdyenAdyen
-38.9%
FiverrFiverr
-44.7%
Trade DeskTrade Desk
-48.0%
UpworkUpwork
-56.2%
WorldlineWorldline
-83.7%

Our Top 15 Digital Picks

Sorted by market cap — our best-in-class selection for long-term investors

Cisco

Cisco

CSCO
NASDAQ
118.31USD+3.94%
YTD +53.6%
Alibaba

Alibaba

BABA
NYSE
111.14USD+1.98%
YTD -24.2%
Shopify

Shopify

SHOP
NASDAQ
123.17USD+3.31%
YTD -23.5%
Block

Block

XYZ
NYSE
77.40USD+1.11%
YTD +18.9%
PayPal

PayPal

PYPL
NASDAQ
45.32USD+1.77%
YTD -22.4%
Adyen

Adyen

ADYEN.AS
AMS
840.20EUR+0.68%
YTD -38.9%
Best Buy

Best Buy

BBY
NYSE
79.99USD+2.46%
YTD +19.5%
Logitech

Logitech

LOGN.SW
SIX
83.20CHF+2.59%
YTD +4.7%
Delivery Hero

Delivery Hero

DHER.DE
XETRA
36.65EUR-0.38%
YTD +60.6%
GoDaddy

GoDaddy

GDDY
NYSE
87.87USD+1.13%
YTD -29.2%
Trade Desk

Trade Desk

TTD
NASDAQ
19.75USD+3.57%
YTD -48.0%
Just Eat

Just Eat

TKWY.AS
AMS
20.22EUR+0.00%
YTD +50.4%
Upwork

Upwork

UPWK
NASDAQ
8.68USD+1.40%
YTD -56.2%
Fiverr

Fiverr

FVRR
NYSE
10.92USD+0.46%
YTD -44.7%
Worldline

Worldline

WLN.PA
PAR
10.19EUR+2.67%
YTD -83.7%

Fundamental Analysis Comparison

Side-by-side view of all 5 proprietary section scores — hover a cell to see the exact score

CompanyProf.Liq.Lev.CFVal.
Cisco

Cisco

CSCO

G
A
G
E
A
Alibaba

Alibaba

BABA

A
G
E
E
G
Shopify

Shopify

SHOP

A
E
E
E
P
Block

Block

XYZ

W
E
E
E
W
PayPal

PayPal

PYPL

G
A
E
E
E
Adyen

Adyen

ADYEN.AS

E
E
E
E
G
Best Buy

Best Buy

BBY

A
W
G
E
G
Logitech

Logitech

LOGN.SW

E
E
E
E
G
Delivery Hero

Delivery Hero

DHER.DE

P
G
W
A
P
GoDaddy

GoDaddy

GDDY

E
W
W
G
G
Trade Desk

Trade Desk

TTD

G
G
E
G
G
Just Eat

Just Eat

TKWY.AS

P
A
E
E
P
Upwork

Upwork

UPWK

E
G
G
E
G
Fiverr

Fiverr

FVRR

W
G
E
E
G
Worldline

Worldline

WLN.PA

P
A
G
E
P
Excellent(4.2–5.0)
Good(3.4–4.2)
Average(2.6–3.4)
Weak(1.8–2.6)
Poor(1.0–1.8)
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