205.24 - 207.41
139.95 - 221.69
4.54M / 6.54M (Avg.)
37.59 | 5.48
Steady, sustainable growth is a hallmark of high-quality businesses. Value investors watch these metrics to confirm that the company's fundamental performance aligns with—or outpaces—its current market valuation.
6.07%
Revenue growth above 1.5x ADI's 3.94%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
7.06%
Gross profit growth above 1.5x ADI's 3.56%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
12.90%
EBIT growth above 1.5x ADI's 7.56%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
13.14%
Operating income growth above 1.5x ADI's 7.56%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
11.74%
Net income growth 1.25-1.5x ADI's 9.12%. Bruce Berkowitz would see if strategic cost cutting or product mix explains this difference.
12.59%
EPS growth above 1.5x ADI's 1.85%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
12.86%
Diluted EPS growth above 1.5x ADI's 1.89%. David Dodd would see if there's a robust moat protecting these shareholder gains.
-0.82%
Share reduction while ADI is at 0.25%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.80%
Reduced diluted shares while ADI is at 0.28%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
0.16%
Dividend growth above 1.5x ADI's 0.09%. David Dodd would verify if the firm's cash flow is robust enough for these payouts.
15.33%
Positive OCF growth while ADI is negative. John Neff would see this as a clear operational advantage vs. the competitor.
10.08%
Positive FCF growth while ADI is negative. John Neff would see a strong competitive edge in net cash generation.
69.30%
10Y revenue/share CAGR at 75-90% of ADI's 86.63%. Bill Ackman would press for new markets or product lines to narrow the gap.
48.57%
5Y revenue/share CAGR at 50-75% of ADI's 94.20%. Martin Whitman would worry about a lagging mid-term growth trajectory.
30.76%
3Y revenue/share CAGR at 50-75% of ADI's 53.98%. Martin Whitman would question if the firm lags behind competitor innovations.
169.40%
10Y OCF/share CAGR 1.25-1.5x ADI's 147.48%. Bruce Berkowitz would confirm if the firm's long-term capital allocation yields better cash returns.
106.95%
5Y OCF/share CAGR at 75-90% of ADI's 134.86%. Bill Ackman would push for operational improvements to match competitor’s mid-term gains.
57.28%
3Y OCF/share CAGR under 50% of ADI's 166.17%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
275.27%
Net income/share CAGR above 1.5x ADI's 133.84% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
182.32%
5Y net income/share CAGR above 1.5x ADI's 95.78%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
107.02%
3Y net income/share CAGR above 1.5x ADI's 61.84%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
40.20%
Below 50% of ADI's 255.17%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
7.63%
Below 50% of ADI's 94.64%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
10.99%
Below 50% of ADI's 81.18%. Michael Burry suspects a serious short-term disadvantage in building book value.
518.41%
10Y dividend/share CAGR above 1.5x ADI's 140.88%. David Dodd checks if the firm's robust cash flows justify outpacing the competitor's increases.
121.07%
5Y dividend/share CAGR above 1.5x ADI's 41.94%. David Dodd checks if the firm's mid-term cash flows justify a faster dividend growth rate.
82.03%
3Y dividend/share CAGR above 1.5x ADI's 20.48%. David Dodd sees a superior short-term capital return strategy if supported by stable earnings.
2.19%
Our AR growth while ADI is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.
1.24%
Inventory growth well above ADI's 2.25%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
0.25%
Positive asset growth while ADI is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
-0.29%
We have a declining book value while ADI shows 2.30%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.
0.02%
We have some new debt while ADI reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
1.56%
R&D growth drastically higher vs. ADI's 0.75%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
-10.20%
Both reduce SG&A yoy. Martin Whitman sees a cost war or cyclical slowdown forcing overhead cuts.