Ishikawa Seisakusho, Ltd. (6208.T)

Revenue growth above 1.5x 6203.T's 16.71%. David Dodd would confirm if the firm has a unique advantage driving sales higher.

Positive gross profit growth while 6203.T is negative. John Neff would see a clear operational edge over the competitor.

Positive EBIT growth while 6203.T is negative. John Neff might see a substantial edge in operational management.

Positive operating income growth while 6203.T is negative. John Neff might view this as a competitive edge in operations.

Net income growth above 1.5x 6203.T's 7.91%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.

EPS growth above 1.5x 6203.T's 7.90%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.

Diluted EPS growth above 1.5x 6203.T's 7.90%. David Dodd would see if there's a robust moat protecting these shareholder gains.

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

Slight or no buyback while 6203.T is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.

Positive 10Y revenue/share CAGR while 6203.T is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.

5Y revenue/share CAGR above 1.5x 6203.T's 5.49%. David Dodd would look for consistent product or market expansions fueling outperformance.

Positive 3Y CAGR while 6203.T is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.

Positive 10Y CAGR while 6203.T is negative. John Neff might see a substantial advantage in bottom-line trajectory.

Positive short-term CAGR while 6203.T is negative. John Neff would see a clear advantage in near-term profit trajectory.

10Y equity/share CAGR above 1.5x 6203.T's 50.65%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.

5Y equity/share CAGR above 1.5x 6203.T's 10.05%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

3Y equity/share CAGR above 1.5x 6203.T's 12.69%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.

Our AR growth while 6203.T is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.

Inventory is declining while 6203.T stands at 6.33%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.

Asset growth above 1.5x 6203.T's 0.14%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.

BV/share growth above 1.5x 6203.T's 1.31%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.

We have some new debt while 6203.T reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.

We increase R&D while 6203.T cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.

We expand SG&A while 6203.T cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.