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$931.53B
Avg YTD-23.6%
Avg 3-Year-4.2%
Avg net margin0.7%

Sector Highlights

Top picks by key criteria across the sector

Top YTD Performer
Just Eat

Just Eat

TKWY.AS

+50.4%

Year-to-date return

Strongest Fundamentals
Adyen

Adyen

ADYEN.AS
ProfitabilityExcellent
LiquidityExcellent
LeverageExcellent
Cash FlowExcellent
ValuationGood

Proprietary section scores

Market Leader
Cisco

Cisco

CSCO

$318.83B

Market cap (USD equivalent)

Sector Performance

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

Just EatJust Eat
+50.4%
CiscoCisco
+6.1%
BlockBlock
-8.1%
LogitechLogitech
-8.7%
Best BuyBest Buy
-10.8%
AlibabaAlibaba
-20.0%
PayPalPayPal
-23.3%
ShopifyShopify
-25.4%
Delivery HeroDelivery Hero
-31.7%
GoDaddyGoDaddy
-32.3%
AdyenAdyen
-36.5%
Trade DeskTrade Desk
-41.3%
UpworkUpwork
-43.5%
FiverrFiverr
-49.2%
WorldlineWorldline
-80.4%

Our Top 15 Digital Picks

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

Cisco

Cisco

CSCO
NASDAQ
80.70USD+2.36%
YTD +6.1%
Alibaba

Alibaba

BABA
NYSE
124.59USD-1.17%
YTD -20.0%
Shopify

Shopify

SHOP
NASDAQ
117.31USD-3.13%
YTD -25.4%
PayPal

PayPal

PYPL
NASDAQ
44.61USD-1.93%
YTD -23.3%
Block

Block

XYZ
NYSE
59.88USD-2.12%
YTD -8.1%
Adyen

Adyen

ADYEN.AS
AMS
887.30EUR+1.07%
YTD -36.5%
Logitech

Logitech

LOGN.SW
SIX
72.58CHF+2.28%
YTD -8.7%
Best Buy

Best Buy

BBY
NYSE
61.71USD-3.60%
YTD -10.8%
GoDaddy

GoDaddy

GDDY
NYSE
80.19USD-4.68%
YTD -32.3%
Trade Desk

Trade Desk

TTD
NASDAQ
22.14USD-7.58%
YTD -41.3%
Delivery Hero

Delivery Hero

DHER.DE
XETRA
15.58EUR-5.58%
YTD -31.7%
Just Eat

Just Eat

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

Upwork

UPWK
NASDAQ
11.21USD-1.85%
YTD -43.5%
Fiverr

Fiverr

FVRR
NYSE
10.00USD-1.57%
YTD -49.2%
Worldline

Worldline

WLN.PA
PAR
0.32EUR-9.91%
YTD -80.4%

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
G
Alibaba

Alibaba

BABA

W
G
E
E
G
Shopify

Shopify

SHOP

A
E
E
E
P
PayPal

PayPal

PYPL

G
A
E
E
E
Block

Block

XYZ

W
E
E
E
G
Adyen

Adyen

ADYEN.AS

E
E
E
E
G
Logitech

Logitech

LOGN.SW

E
E
E
E
G
Best Buy

Best Buy

BBY

A
W
G
E
G
GoDaddy

GoDaddy

GDDY

E
W
W
G
G
Trade Desk

Trade Desk

TTD

G
A
E
G
G
Delivery Hero

Delivery Hero

DHER.DE

P
G
W
E
P
Just Eat

Just Eat

TKWY.AS

P
G
E
E
P
Upwork

Upwork

UPWK

G
G
G
G
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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