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.
6.02%
Revenue growth 1.25-1.5x MCHP's 4.11%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
7.03%
Gross profit growth 1.25-1.5x MCHP's 5.07%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
10.15%
EBIT growth similar to MCHP's 9.27%. Walter Schloss might infer both firms share similar operational efficiencies.
10.59%
Operating income growth above 1.5x MCHP's 1.72%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
2.86%
Net income growth under 50% of MCHP's 10.89%. Michael Burry would suspect the firm is falling well behind a key competitor.
3.62%
EPS growth under 50% of MCHP's 10.81%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
3.70%
Diluted EPS growth under 50% of MCHP's 11.43%. Michael Burry would worry about an eroding competitive position or excessive dilution.
-0.61%
Share reduction while MCHP is at 1.69%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.80%
Reduced diluted shares while MCHP is at 0.78%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
-0.21%
Dividend reduction while MCHP stands at 0.24%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.
64.21%
OCF growth above 1.5x MCHP's 1.49%. David Dodd would confirm a clear edge in underlying cash generation.
70.86%
Positive FCF growth while MCHP is negative. John Neff would see a strong competitive edge in net cash generation.
61.96%
10Y revenue/share CAGR under 50% of MCHP's 263.64%. Michael Burry would suspect a lasting competitive disadvantage.
48.84%
5Y revenue/share CAGR under 50% of MCHP's 117.97%. Michael Burry would suspect a significant competitive gap or product weakness.
31.55%
3Y revenue/share CAGR at 50-75% of MCHP's 59.34%. Martin Whitman would question if the firm lags behind competitor innovations.
375.35%
10Y OCF/share CAGR above 1.5x MCHP's 208.67%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
205.86%
5Y OCF/share CAGR at 50-75% of MCHP's 356.59%. Martin Whitman would question if the firm lags in monetizing revenue effectively.
135.70%
3Y OCF/share CAGR above 1.5x MCHP's 56.78%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
222.83%
Net income/share CAGR 1.25-1.5x MCHP's 189.68%. Bruce Berkowitz might see more effective use of capital or consistently better margins over time.
140.33%
Below 50% of MCHP's 837.08%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
113.67%
3Y net income/share CAGR above 1.5x MCHP's 73.71%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
43.90%
10Y equity/share CAGR at 50-75% of MCHP's 69.69%. Martin Whitman would note a lag in capital accumulation vs. the competitor.
8.47%
Below 50% of MCHP's 49.04%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
10.29%
Below 50% of MCHP's 38.40%. Michael Burry suspects a serious short-term disadvantage in building book value.
520.27%
10Y dividend/share CAGR above 1.5x MCHP's 22.78%. David Dodd checks if the firm's robust cash flows justify outpacing the competitor's increases.
121.41%
5Y dividend/share CAGR above 1.5x MCHP's 2.36%. David Dodd checks if the firm's mid-term cash flows justify a faster dividend growth rate.
81.19%
3Y dividend/share CAGR above 1.5x MCHP's 1.71%. David Dodd sees a superior short-term capital return strategy if supported by stable earnings.
6.67%
AR growth well above MCHP's 3.11%. Michael Burry fears inflated revenue or higher default risk in the near future.
2.85%
Inventory shrinking or stable vs. MCHP's 7.05%. David Dodd confirms the company’s supply-chain is more efficient if sales are unaffected.
5.83%
Asset growth above 1.5x MCHP's 2.12%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
0.54%
Under 50% of MCHP's 2.19%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
24.23%
Debt growth far above MCHP's 0.76%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
-0.26%
Our R&D shrinks while MCHP invests at 2.41%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
1.85%
SG&A growth well above MCHP's 0.01%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.