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.
3.65%
Revenue growth under 50% of MCHP's 10.82%. Michael Burry would suspect a deteriorating sales pipeline or weaker brand.
12.33%
Gross profit growth at 75-90% of MCHP's 15.09%. Bill Ackman would demand operational improvements to match competitor gains.
1050.00%
EBIT growth above 1.5x MCHP's 140.04%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
1050.00%
Operating income growth above 1.5x MCHP's 132.00%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
-15.38%
Negative net income growth while MCHP stands at 87.97%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.
No Data
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0.01%
Share reduction more than 1.5x MCHP's 0.33%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.01%
Diluted share reduction more than 1.5x MCHP's 0.33%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.
-0.01%
Dividend reduction while MCHP stands at 10.17%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.
69.74%
OCF growth above 1.5x MCHP's 33.85%. David Dodd would confirm a clear edge in underlying cash generation.
20.39%
FCF growth 50-75% of MCHP's 34.43%. Martin Whitman would see if structural disadvantages exist in generating free cash.
18.60%
10Y revenue/share CAGR under 50% of MCHP's 51.09%. Michael Burry would suspect a lasting competitive disadvantage.
18.60%
Positive 5Y CAGR while MCHP is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
10.01%
Positive 3Y CAGR while MCHP is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
No Data
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-17.11%
Both face negative decade-long net income/share CAGR. Martin Whitman would suspect a shrinking or highly disrupted sector.
-17.11%
Both exhibit negative net income/share growth over five years. Martin Whitman would suspect a challenging environment for the entire niche.
-78.81%
Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.
No Data
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No Data
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No Data
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76.59%
Below 50% of MCHP's 180.63%. Michael Burry might see weaker long-term distribution growth, raising questions about the firm's capital allocation.
76.59%
Below 50% of MCHP's 175.02%. Michael Burry worries the firm returns far less capital to shareholders over 5 years.
63.51%
3Y dividend/share CAGR at 75-90% of MCHP's 81.65%. Bill Ackman wants overhead or revenue enhancements to match competitor's dividend growth.
6.33%
AR growth well above MCHP's 10.99%. Michael Burry fears inflated revenue or higher default risk in the near future.
3.96%
We show growth while MCHP is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.
2.15%
Positive asset growth while MCHP is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
-0.58%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
4.84%
We have some new debt while MCHP reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
No Data
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5.10%
SG&A growth well above MCHP's 4.80%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.