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%
Positive revenue growth while MCHP is negative. John Neff might see a notable competitive edge here.
7.06%
Positive gross profit growth while MCHP is negative. John Neff would see a clear operational edge over the competitor.
12.90%
EBIT growth above 1.5x MCHP's 4.54%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
13.14%
Operating income growth 1.25-1.5x MCHP's 8.81%. Bruce Berkowitz would see if strategic measures (e.g., cost cutting, product mix) are succeeding.
11.74%
Positive net income growth while MCHP is negative. John Neff might see a big relative performance advantage.
12.59%
Positive EPS growth while MCHP is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
12.86%
Positive diluted EPS growth while MCHP is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.82%
Share reduction while MCHP is at 0.34%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.80%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
0.16%
Dividend growth at 50-75% of MCHP's 0.25%. Martin Whitman would question if the firm lags in returning cash to shareholders.
15.33%
OCF growth above 1.5x MCHP's 4.23%. David Dodd would confirm a clear edge in underlying cash generation.
10.08%
FCF growth above 1.5x MCHP's 2.87%. David Dodd would verify if the firm’s strategic investments yield superior returns.
69.30%
10Y revenue/share CAGR under 50% of MCHP's 248.03%. Michael Burry would suspect a lasting competitive disadvantage.
48.57%
5Y revenue/share CAGR under 50% of MCHP's 99.01%. Michael Burry would suspect a significant competitive gap or product weakness.
30.76%
3Y revenue/share CAGR under 50% of MCHP's 61.62%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
169.40%
10Y OCF/share CAGR 1.25-1.5x MCHP's 144.30%. 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 MCHP's 135.78%. Bill Ackman would push for operational improvements to match competitor’s mid-term gains.
57.28%
3Y OCF/share CAGR at 75-90% of MCHP's 69.70%. Bill Ackman would press for improvements in margin or overhead to catch up.
275.27%
Positive 10Y CAGR while MCHP is negative. John Neff might see a substantial advantage in bottom-line trajectory.
182.32%
Positive 5Y CAGR while MCHP is negative. John Neff might view this as a strong mid-term relative advantage.
107.02%
Positive short-term CAGR while MCHP is negative. John Neff would see a clear advantage in near-term profit trajectory.
40.20%
Below 50% of MCHP's 142.13%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
7.63%
Below 50% of MCHP's 37.64%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
10.99%
3Y equity/share CAGR at 50-75% of MCHP's 21.33%. Martin Whitman sees a short-term lag in net worth creation vs. the competitor.
518.41%
10Y dividend/share CAGR above 1.5x MCHP's 13.23%. 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 MCHP's 3.04%. 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 MCHP's 1.77%. David Dodd sees a superior short-term capital return strategy if supported by stable earnings.
2.19%
AR growth well above MCHP's 1.42%. Michael Burry fears inflated revenue or higher default risk in the near future.
1.24%
Inventory shrinking or stable vs. MCHP's 6.59%. David Dodd confirms the company’s supply-chain is more efficient if sales are unaffected.
0.25%
Asset growth well under 50% of MCHP's 0.85%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
-0.29%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
0.02%
Debt shrinking faster vs. MCHP's 0.72%. David Dodd sees a safer balance sheet if it doesn't impair future growth.
1.56%
We increase R&D while MCHP cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
-10.20%
Both reduce SG&A yoy. Martin Whitman sees a cost war or cyclical slowdown forcing overhead cuts.