COSMOS Pharmaceutical Corporation (3349.T)

Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.

Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.

Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.

Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.

Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.

Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.

Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.

Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.

Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.

10Y revenue/share CAGR 1.25-1.5x 9843.T's 121.73%. Bruce Berkowitz would investigate brand strength or geographical expansion fueling growth.

5Y revenue/share CAGR 1.25-1.5x 9843.T's 37.14%. Bruce Berkowitz would verify if cost efficiency or pricing power supports this advantage.

3Y revenue/share CAGR above 1.5x 9843.T's 6.87%. David Dodd would confirm if there's an emerging competitive moat driving recent gains.

Net income/share CAGR above 1.5x 9843.T's 56.00% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.

Positive 5Y CAGR while 9843.T is negative. John Neff might view this as a strong mid-term relative advantage.

Positive short-term CAGR while 9843.T is negative. John Neff would see a clear advantage in near-term profit trajectory.

10Y equity/share CAGR 1.25-1.5x 9843.T's 240.44%. Bruce Berkowitz would see if strong ROE or conservative payout policy fosters faster book value growth.

5Y dividend/share CAGR above 1.5x 9843.T's 40.74%. David Dodd checks if the firm's mid-term cash flows justify a faster dividend growth rate.

3Y dividend/share CAGR above 1.5x 9843.T's 8.57%. David Dodd sees a superior short-term capital return strategy if supported by stable earnings.

Our AR growth while 9843.T is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.

We show growth while 9843.T is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.

Asset growth above 1.5x 9843.T's 0.15%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.

1.25-1.5x 9843.T's 2.36%. Bruce Berkowitz sees if the firm's capital management strategies surpass the competitor's approach.

Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.

No Data available this quarter, please select a different quarter.

We cut SG&A while 9843.T invests at 0.91%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.