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.
12.28%
Positive revenue growth while MCHP is negative. John Neff might see a notable competitive edge here.
13.83%
Positive gross profit growth while MCHP is negative. John Neff would see a clear operational edge over the competitor.
24.58%
Positive EBIT growth while MCHP is negative. John Neff might see a substantial edge in operational management.
24.89%
Operating income growth above 1.5x MCHP's 1.58%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
18.19%
Positive net income growth while MCHP is negative. John Neff might see a big relative performance advantage.
23.46%
EPS growth of 23.46% while MCHP is zero. Bruce Berkowitz would see if minimal gains can accelerate over time.
24.05%
Positive diluted EPS growth while MCHP is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.22%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
0.10%
Diluted share reduction more than 1.5x MCHP's 0.40%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.
0.22%
Dividend growth under 50% of MCHP's 6.76%. Michael Burry might suspect more pressing needs for cash or weaker earnings power.
32.18%
OCF growth at 75-90% of MCHP's 40.42%. Bill Ackman would demand better working capital management or cost discipline.
39.85%
FCF growth 50-75% of MCHP's 60.58%. Martin Whitman would see if structural disadvantages exist in generating free cash.
46.99%
10Y revenue/share CAGR under 50% of MCHP's 138.57%. Michael Burry would suspect a lasting competitive disadvantage.
21.16%
5Y revenue/share CAGR at 50-75% of MCHP's 35.48%. Martin Whitman would worry about a lagging mid-term growth trajectory.
24.02%
3Y revenue/share CAGR similar to MCHP's 24.55%. Walter Schloss would assume both companies experience comparable short-term cycles.
407.30%
10Y OCF/share CAGR above 1.5x MCHP's 81.91%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
41.89%
5Y OCF/share CAGR is similar to MCHP's 39.97%. Walter Schloss might see parallel cost profiles or expansions producing comparable cash flow.
34.40%
3Y OCF/share CAGR at 50-75% of MCHP's 56.58%. Martin Whitman would suspect weaker recent execution or product competitiveness.
107.43%
Net income/share CAGR above 1.5x MCHP's 58.21% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
84.05%
Positive 5Y CAGR while MCHP is negative. John Neff might view this as a strong mid-term relative advantage.
68.48%
Below 50% of MCHP's 477.03%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
28.66%
10Y equity/share CAGR at 75-90% of MCHP's 33.72%. Bill Ackman would push for either higher ROE or more earnings retention to catch the competitor.
6.60%
Below 50% of MCHP's 18.85%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
1.90%
Below 50% of MCHP's 5.82%. Michael Burry suspects a serious short-term disadvantage in building book value.
1149.23%
10Y dividend/share CAGR above 1.5x MCHP's 124.78%. David Dodd checks if the firm's robust cash flows justify outpacing the competitor's increases.
194.94%
Stable or rising mid-term dividends while MCHP is cutting. John Neff sees an edge in consistent payouts vs. the competitor.
35.78%
3Y dividend/share CAGR above 1.5x MCHP's 1.80%. David Dodd sees a superior short-term capital return strategy if supported by stable earnings.
7.34%
Our AR growth while MCHP is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.
-3.62%
Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.
3.33%
Positive asset growth while MCHP is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
3.48%
50-75% of MCHP's 6.26%. Martin Whitman suspects weaker earnings or capital allocation vs. the competitor.
-0.03%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
3.52%
R&D growth drastically higher vs. MCHP's 1.85%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
-2.64%
Both reduce SG&A yoy. Martin Whitman sees a cost war or cyclical slowdown forcing overhead cuts.