SV150 top 10 042113 by BayAreaNewsGroup

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									                                        SV150 TOP 10 LISTS
         SALES CHANGES
Combined sales for the SV150 rose 9 percent in 2012, after
                                                                           WORKFORCE CHANGES SALES PER EMPLOYEE
                                                                          The SV150 boosted total employment in 2012 to a record 1.28 million      Sales per employee among the SV150 rose 3.5 percent in 2012
climbing 14 percent the year before. However, the number of               jobs, up 5.3 percent from the year before. Two out of three companies    to $531,407, a new record. However, 78 of the companies had
companies reporting a drop in sales rose to 51 in 2012, up from           increased employment, with the median change being an 8 percent          declines in sales per employee, with the median performance
39 the year before. Half of the 10 fastest-growing companies              rise. The biggest sector increase took place among Web companies,        being a 1 percent drop. Half of the 10 companies that had the
were ones that held their initial public offerings in 2012.               which boosted their combined workforce 51 percent.                       largest percentage gain in 2012 were initial public offerings.


Biggest percentage gains                                                  Biggest percentage gains                                                 Biggest percentage gains
        SV150                                  2012 sales       1-year           SV150                                       2012         1-year          SV150                                 Sales per        1-year
Rank     rank       Company                     (millions)     change     Rank    rank    Company                       employees        change    Rank    rank   Company                employee in 2012       change
1         140       Theravance                     $136        454%       1        110    Tessera Technologies             1,085         120%      1       140    Theravance                  $600,699          444%
2         122       Medivation                      182        201%       2        122    Medivation                          257         112%     2       142    SolarCity*                     51,444          99%
3         142       SolarCity*                      129         116%      3         81    Tesla Motors                     2,964         109%      3       100    Workday*                      156,375          80%
4         100       Workday*                        274        104%       4         26    Lam Research                     6,600           78%     4        114   Ruckus Wireless*             320,857           49%
5         128       Pharmacyclics                   165        102%       5         84    Onyx Pharmaceuticals                741          76%     5        117   Splunk*                      375,366           44%
6           81      Tesla Motors                    413        102%       6          4    Google                          53,861           66%     6       122    Medivation                   706,988           42%
7           54      LinkedIn                        972          86%      7         54    LinkedIn                         3,458           63%     7         94   TiVo                          527,618          40%
8          114      Ruckus Wireless*                215          79%      8         89    Ubiquiti Networks                   150          63%     8         88   Palo Alto Networks*          428,841           36%
9           88      Palo Alto Networks*             324          75%      9         58    Riverbed Technology              2,566           59%     9       148    Exar                         390,332           36%
10        139       Yelp*                           138          65%      10       139    Yelp*                             1,387          51%     10      128    Pharmacyclics                735,304           36%


Biggest percentage drops                                                  Biggest percentage drops                                                 Biggest percentage drops
    SV150                                      2012 sales       1-year        SV150                                          2012         1-year          SV150                                 Sales per        1-year
Rank rank           Company                     (millions)     change     Rank rank       Company                       employees        change    Rank    rank   Company                employee in 2012       change
1         143       Mattson Technology              $127        -32%      1        148    Exar                                304        -36%      1       110    Tessera Technologies   $215,689                -58%
2         109       Rambus                           234        -25%      2         141   Echelon                             223        -26%      2        84    Onyx Pharmaceuticals    488,750                -54%
3          60       Cypress Semiconductor            770        -23%      3          63   Rovi                              1,500        -26%      3        26    Lam Research            480,083                -37%
4         119       Applied Micro Circuits           188        -22%      4        145    Ikanos Communicationss              263        -22%      4        82    Ultra Clean             267,882                -32%
5           43      Atmel                          1,432         -21%     5        149    Zhone Technologies                  267         -21%     5        89    Ubiquiti Networks      2,153,127                -31%
6          121      Nanometrics                      183         -21%     6        130    DSP Group                            317       -20%      6       119    Applied Micro Circuits  258,356                -28%
7           95      IXYS                             300        -20%      7          18   Yahoo                            11,700         -17%     7        58    Riverbed Technology     326,134                -28%
8           67      Intersil                         608        -20%      8          57   Spansion                          2,838         -16%     8        10    Applied Materials       558,828                -27%
9         132       Dialogic                         160         -19%     9        143    Mattson Technology                  323         -15%     9        60    Cypress Semiconductor 213,802                  -27%
10          10      Applied Materials              8,103         -19%     10       132    Dialogic                            684         -15%     10      124    FormFactor               174,863               -27%


Biggest dollar gains                                                      Biggest total gains                                                      Biggest dollar gains
    SV150                                      2012 sales    1-yr. chg.       SV150                                          2012    1-yr. chg.           SV150                                 Sales per        1-year
Rank rank           Company                     (millions)   (millions)   Rank rank       Company                       employees (employees)      Rank    rank   Company                employee in 2012       change
1           1       Apple                     $164,687       $36,846      1          4    Google                           53,861       21,394     1       140    Theravance                  $600,699 $490,294
2           4       Google                      51,379         13,474     2          1    Apple                           72,800        12,400     2         25   Netflix                     1,764,930  400,119
3           7       eBay                         14,071         2,419     3          6    Oracle                         115,000         7,000     3       122    Medivation                    706,988  207,897
4           5       Cisco Systems               47,252         2,408      4          3    Intel                          105,000         4,900     4       128    Pharmacyclics                 735,304  192,704
5          16       Facebook*                    5,089          1,378     5          7    eBay                            31,500         3,730     5         94   TiVo                           527,618 150,155
6           9       Gilead Sciences               9,703         1,317     6         26    Lam Research                      6,600        2,900     6          1   Apple                       2,262,184   145,611
7          19       VMware                       4,605            838     7         19    VMware                          13,800         2,800     7         69   LeapFrog Enterprises        1,053,058   131,722
8          28       Salesforce.com               3,050            784     8         28    Salesforce.com                    9,800        2,015     8         88   Palo Alto Networks*           428,841  114,444
9          30       LSI                          2,506            462     9         13    NetApp                           12,149         1,937    9        117   Splunk*                       375,366   114,113
10         54       LinkedIn                        972          450      10        12    Symantec                        20,500         1,900     10       114   Ruckus Wireless*              320,857  106,152


Biggest dollar drops                                                      Biggest total drops                                                      Biggest dollar drops
    SV150                                      2012 sales    1-yr. chg.       SV150                                          2012    1-yr. chg.           SV150                                 Sales per        1-year
Rank rank           Company                     (millions)   (millions)   Rank rank       Company                       employees (employees)      Rank    rank   Company                employee in 2012       change
1           2       Hewlett-Packard           $118,680       -$6,299      1          2    Hewlett-Packard                331,800       -17,800     1        89    Ubiquiti Networks          $2,153,127 -$952,189
2          10       Applied Materials            8,103         -1,917     2          5    Cisco Systems                   66,639         -5,186    2        84    Onyx Pharmaceuticals          488,750 -575,950
3          15       Advanced Micro Devices       5,422         -1,146     3         18    Yahoo                            11,700       -2,400     3        17    SanDisk                     1,089,842 -347,615
4           3       Intel                       53,341          -658      4         15    Advanced Micro Devices          10,340           -760    4       110    Tessera Technologies          215,689 -300,692
5          17       SanDisk                      5,053           -610     5         14    Sanmina-SCI                     44,879           -626    5        26    Lam Research                  480,083 -283,571
6          43       Atmel                        1,432           -371     6         57    Spansion                          2,838          -537    6         4    Google                        953,918 -213,575
7          14       Sanmina-SCI                  6,086          -356      7         63    Rovi                              1,500          -524    7        10    Applied Materials             558,828 -211,942
8          41       Altera                       1,783           -281     8         32    Maxim Integrated Products         9,065          -305    8       109    Rambus                        514,398 -170,609
9          60       Cypress Semiconductor          770          -226      9         25    Netflix                           2,045          -303    9        41    Altera                        569,842 -145,995
10         45       Fairchild Semiconductor      1,406           -183     10        76    Oclaro                            2,790          -295    10       58    Riverbed Technology           326,134 -125,093




          BIGGEST PROFITS                                                 BEST PROFIT MARGINS                                                               BIGGEST LOSSES
Net profit for the SV150 fell 12 percent in 2012 to $88.7 billion,        Profit margin is net profit divided by sales. The SV150 had a            Fifty seven companies among the SV150 reported a net loss in
the first drop in four years. Apple's profit, which rose 27 percent       margin of 13.1 percent in 2012, down from a record 16.3 percent          2012, up from 44 the year before, while 90 reported a drop in
last year, accounted for nearly half of the SV150's total profit.         the year before. Net profit can be dramatically affected by one-         profits, up from 74 the year before. Often these can be the result
The number of companies that reported a profit last year slipped          time events. Yahoo's net profit last year was bolstered by a $4.6        of large impairment charges a company must take to write down
to 93 from 106 the year before.                                           billion gain on the sale of its shares in Alibaba, the Chinese e-        the value of certain assets on the company's balance sheet.
                                                                          commerce company.                                                        Hewlett-Packard had at least $18 billion in such charges in 2012.
        SV150                             2012 net profit       1-year           SV150                             2012 net profit 2012 profit            SV150                            Net loss in 2012    1-yr. chg.
Rank     rank       Company                    (millions)      change     Rank    rank    Company                      (millions)      margin      Rank    rank   Company                        (millions)   (millions)
1           1       Apple                       $41,747       $8,765      1        18     Yahoo                          $3,945        79.1%       1         2    Hewlett-Packard       ($12,886.0)           -$18,823
2          18       Yahoo                         3,945        2,897      2       128     Pharmacyclics                      88        53.3%       2         3    Intel                    11,005.0              -1,937
3           5       Cisco Systems                 9,317        2,319      3        46     Cadence Design Systems            440        33.2%       3        15    Advanced Micro Devices (1,183.0)               -1,674
4           4       Google                       10,737        1,000      4        41     Altera                            557        31.2%       4        10    Applied Materials             26.0             -1,512
5           6       Oracle                       10,570          831      5        48     Linear Technology                 396        30.9%       5        16    Facebook                     (15.0)             -683
6          46       Cadence Design Systems          440          368      6        35     Intuitive Surgical                657        30.1%       6         7    eBay                      2,610.0                -619
7          12       Symantec                       1,136         355      7         6     Oracle                         10,570        28.5%       7        17    SanDisk                       417.4              -570
8          24       Electronic Arts                  175         348      8        89     Ubiquiti Networks                  87         27.1%      8        74    PMC - Sierra               (336.2)               -416
9          35       Intuitive Surgical               657          162     9         9     Gilead Sciences                 2,592        26.7%       9        26    Lam Research                  72.8              -340
10         14       Sanmina-SCI                      172          123     10       56     Dolby Laboratories                242        26.1%       10       43    Atmel                         30.4              -285




          BIGGEST MARKET                                                            MARKET-VALUE-                                                          BIGGEST MARKET
            VALUE GAINS                                                             TO-SALES RATIO                                                           VALUE DROPS
                                                                                                                                                   The market value of 76 of the companies in the SV150 dropped
The combined market value of companies in the SV150 rose 2                One way to see how investors value a company is by looking at            over the last year, with a median decline for the group of 2 percent.
percent over the last year to $1.84 trillion as of the end of the         what they are willing to pay for it relative to its sales. Investors     While the biggest IPO of 2012, Facebook, dropped 41 percent
first quarter of 2013. That followed a 16 percent gain the year           valued the SV150 as a group at 2.7 times sales as of March 30,           from its May offer through the first quarter of 2013, it wasn't the
before. Four of the 10 stocks that had the biggest gains in value         down from 2.9 the year before. For the companies on this list,           worst-performing local IPO last year. CafePress has lost two-
among the SV150 were from the health sector, and three were               investors are willing to pay higher multiples over sales now, betting    thirds of its value since its initial offering in March 2012.
IPOs, whose performance was measured from their offering price.           on better-than-average growth and profits in the future.
                                            Market value
    SV150                                 as of March 30                                                                                                                                      Market value
Rank rank           Company                     (millions)   1-Yr. Chg.          SV150                               Market value     Value-to-           SV150                                 March 30
                                                                          Rank    rank    Company                      (millions)    sales ratio   Rank    rank   Company                       (millions)     1-Yr. Chg.
1         128       Pharmacyclics                $5,823        204%       1       100     Workday*                         $274           37.4     1        49    Zynga                           $2,639          -72%
2         145       Ikanos Communicationss            141      178%       2       128     Pharmacyclics                     165           35.4     2       112    CafePress*                          103        -68%
3          84       Onyx Pharmaceuticals          6,398        165%       3        117    Splunk*                           199           19.8     3        15    Advanced Micro Devices            1,821        -67%
4         147       Ambarella*                       409       160%       4        54     LinkedIn                          972           19.5     4        39    VeriFone Systems                 2,240         -60%
5         126       WageWorks*                       803       148%       5       122     Medivation                        182           19.3     5        89    Ubiquiti Networks                 1,193        -59%
6           9       Gilead Sciences              74,491         101%      6         92    NetSuite                          309             19     6       127    Volterra Semiconductor             358         -59%
7          54       LinkedIn                      18,917         88%      7        84     Onyx Pharmaceuticals              362            17.7    7       105    ServiceSource                      538         -53%
8          31       SunPower                       1,376         84%      8       140     Theravance                        136            17.1    8       143    Mattson Technology                   81        -50%
9         136       Conceptus                        786         75%      9        88     Palo Alto Networks*               324           12.1     9        66    Quantum                            308         -50%
10        114       Ruckus Wireless*               1,560         73%      10        16    Facebook*                       5,089             12     10       87    QuinStreet                          255        -46%
*Initial public offering held in 2012

								
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