Rectifier Technologies Limited (RFT.AX)

Positive revenue growth while XRF.AX is negative. John Neff might see a notable competitive edge here.

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

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

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

Net income growth above 1.5x XRF.AX's 13.78%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.

EPS growth above 1.5x XRF.AX's 12.54%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.

Diluted EPS growth above 1.5x XRF.AX's 12.54%. David Dodd would see if there's a robust moat protecting these shareholder gains.

Reduced diluted shares while XRF.AX is at 1.24%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

Positive OCF growth while XRF.AX is negative. John Neff would see this as a clear operational advantage vs. the competitor.

Positive FCF growth while XRF.AX is negative. John Neff would see a strong competitive edge in net cash generation.

10Y revenue/share CAGR above 1.5x XRF.AX's 151.40%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.

5Y revenue/share CAGR above 1.5x XRF.AX's 74.52%. David Dodd would look for consistent product or market expansions fueling outperformance.

3Y revenue/share CAGR 1.25-1.5x XRF.AX's 49.22%. Bruce Berkowitz might see better product or regional expansions than the competitor.

10Y OCF/share CAGR above 1.5x XRF.AX's 132.15%. David Dodd would check if a superior product mix or cost edge drives this outperformance.

5Y OCF/share CAGR above 1.5x XRF.AX's 1139.05%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.

Net income/share CAGR above 1.5x XRF.AX's 198.79% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.

5Y net income/share CAGR above 1.5x XRF.AX's 195.12%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.

3Y net income/share CAGR above 1.5x XRF.AX's 72.97%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.

10Y equity/share CAGR above 1.5x XRF.AX's 74.40%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.

5Y equity/share CAGR above 1.5x XRF.AX's 52.04%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

3Y equity/share CAGR 1.25-1.5x XRF.AX's 30.57%. Bruce Berkowitz confirms timely buybacks or margin improvements drive stronger near-term equity growth.

Our AR growth while XRF.AX is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.

Positive asset growth while XRF.AX is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.

Positive BV/share change while XRF.AX is negative. John Neff sees a clear edge over a competitor losing equity.

We’re deleveraging while XRF.AX stands at 35.08%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.

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