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.
2.60%
Revenue growth at 75-90% of MCHP's 3.28%. Bill Ackman would push for innovation or market expansion to catch up.
3.58%
Gross profit growth above 1.5x MCHP's 0.31%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
5.30%
Positive EBIT growth while MCHP is negative. John Neff might see a substantial edge in operational management.
5.43%
Positive operating income growth while MCHP is negative. John Neff might view this as a competitive edge in operations.
6.10%
Net income growth 1.25-1.5x MCHP's 4.15%. Bruce Berkowitz would see if strategic cost cutting or product mix explains this difference.
6.45%
EPS growth 1.25-1.5x MCHP's 4.35%. Bruce Berkowitz would check if strategic initiatives like cost cutting or better capital management explain the difference.
6.56%
Diluted EPS growth 1.25-1.5x MCHP's 5.00%. Bruce Berkowitz would verify if strategic moves (e.g., targeted acquisitions, cost cuts) explain the edge.
-0.99%
Share reduction while MCHP is at 0.22%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.94%
Reduced diluted shares while MCHP is at 0.34%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
0.43%
Dividend growth above 1.5x MCHP's 0.12%. David Dodd would verify if the firm's cash flow is robust enough for these payouts.
34.65%
OCF growth above 1.5x MCHP's 15.84%. David Dodd would confirm a clear edge in underlying cash generation.
43.00%
FCF growth above 1.5x MCHP's 26.55%. David Dodd would verify if the firm’s strategic investments yield superior returns.
57.57%
10Y revenue/share CAGR under 50% of MCHP's 154.37%. Michael Burry would suspect a lasting competitive disadvantage.
7.99%
5Y revenue/share CAGR under 50% of MCHP's 120.05%. Michael Burry would suspect a significant competitive gap or product weakness.
6.84%
3Y revenue/share CAGR under 50% of MCHP's 52.53%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
56.58%
10Y OCF/share CAGR under 50% of MCHP's 145.21%. Michael Burry would worry about a persistent underperformance in cash creation.
70.44%
5Y OCF/share CAGR above 1.5x MCHP's 36.97%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
33.92%
3Y OCF/share CAGR above 1.5x MCHP's 18.02%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
75.01%
Net income/share CAGR 1.25-1.5x MCHP's 59.22%. Bruce Berkowitz might see more effective use of capital or consistently better margins over time.
5.73%
Below 50% of MCHP's 92.20%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
72.03%
3Y net income/share CAGR above 1.5x MCHP's 12.32%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
40.58%
10Y equity/share CAGR at 50-75% of MCHP's 64.10%. Martin Whitman would note a lag in capital accumulation vs. the competitor.
22.21%
5Y equity/share CAGR at 50-75% of MCHP's 37.96%. Martin Whitman would question a shortfall in capital accumulation vs. the competitor.
0.82%
Below 50% of MCHP's 10.07%. Michael Burry suspects a serious short-term disadvantage in building book value.
1263.46%
10Y dividend/share CAGR above 1.5x MCHP's 675.07%. David Dodd checks if the firm's robust cash flows justify outpacing the competitor's increases.
181.31%
5Y dividend/share CAGR above 1.5x MCHP's 5.07%. David Dodd checks if the firm's mid-term cash flows justify a faster dividend growth rate.
100.13%
3Y dividend/share CAGR above 1.5x MCHP's 2.63%. David Dodd sees a superior short-term capital return strategy if supported by stable earnings.
2.87%
AR growth well above MCHP's 0.27%. Michael Burry fears inflated revenue or higher default risk in the near future.
2.22%
Inventory growth well above MCHP's 4.25%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
1.07%
Asset growth well under 50% of MCHP's 2.42%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
-0.60%
We have a declining book value while MCHP shows 3.58%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.
5.30%
We have some new debt while MCHP reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
-5.33%
Our R&D shrinks while MCHP invests at 5.27%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
7.06%
SG&A growth well above MCHP's 2.68%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.