Footnotes - Lonergan SV150 2024

General Footnotes

Sil­i­con Val­ley is defined as the area with­in 50 miles of the famous HP garage in Palo Alto. The HP Garage has some claim to be called the birth­place of Sil­i­con Val­ley. This geo­graph­ic area com­pris­es all of the coun­ties of San Fran­cis­co, San Mateo, Alame­da, San­ta Cruz and Con­tra Cos­ta, almost all of San­ta Clara coun­ty, and parts of Marin. In addi­tion, very small parts of Stanis­laus, San Joaquin, Solano and Sacra­men­to coun­ties are included.

Year Pub­lic was sourced from com­pa­ny fil­ings first. Miss­ing data was sourced from inter­net based com­pa­ny pro­files such as in Crunch­base, or from news arti­cles. In some instances, we have had to choose among mul­ti­ple pos­si­ble IPO years, typ­i­cal­ly when the com­pa­ny went through sig­nif­i­cant struc­tur­al changes, usu­al­ly with a pub­lic spin-off or two pub­lic enti­ties merging.

2023 Sales is for the four quar­ters end­ing on or near­est to 12-31-2023. The quar­ter end­ing the report­ed peri­od is shown on the rank­ings down­load in the col­umn to the right of 2023 Sales. Com­pa­nies with more lim­it­ed report­ed infor­ma­tion avail­able will be not­ed in the spe­cif­ic com­pa­ny foot­notes below.

Growth refers to year-over-year sales growth, with the same time peri­od adjust­ments as made to 2023 sales.

Prof­itabil­i­ty refers to Net Income over Sales (net prof­it) adjust­ed to the same time peri­od as 2023 Sales.

Mar­ket Cap tak­en from Yahoo Finance dat­ed March 292024. This site defines mar­ket cap as stock price mul­ti­plied by shares out­stand­ing tak­en from the most recent­ly filed quar­ter­ly or annu­al report.

CEO name tak­en from the com­pa­ny web­site the week of March 18, 2024. Inter­im sta­tus is not­ed when­ev­er this was described on the web­site, or in recent press releas­es. Founder sta­tus was not­ed if the CEO was called a founder on the com­pa­ny web­site or in the lat­est proxy state­ment. Online bios such as LinkedIn and Bloomberg were also con­sult­ed for clar­i­fi­ca­tion when necessary.

Head­quar­ters is iden­ti­fied from con­tent on the com­pa­ny web­sites vis­it­ed dur­ing the month of March 2024. In cas­es where no HQ is list­ed on the web­site (some­thing which has grown more fre­quent in recent years), we con­sult­ed press releas­es, media cov­er­age, and the last proxy state­ment. In some cas­es where it was dif­fi­cult to inter­pret infor­ma­tion, we used our best judgment.

Company Footnotes

Com­pa­ny spe­cif­ic foot­notes for com­pa­nies list­ed in the rank­ings for 2023 sales.

LSV #131 Quan­tum Cor­po­ra­tion has not filed finan­cial state­ments since 6/30/2023. The sales and growth fig­ures shown rep­re­sent the 12 months prior.

The Stan­ford Dish ban­ner pho­to at the top of this page is by Jawed [CC BY 3.0 ], from Wiki­me­dia Commons