Wheaton Precious Metals Corp. (WPM)

Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.

Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.

Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.

Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.

Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.

Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.

Slight or no buyback while KGC is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.

Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.

Positive FCF growth while KGC is negative. John Neff would see a strong competitive edge in net cash generation.

Positive 10Y revenue/share CAGR while KGC is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.

Both face negative 5Y revenue/share CAGR. Martin Whitman would suspect macro headwinds or obsolete product offerings across the niche.

Positive 3Y CAGR while KGC is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.

Positive long-term OCF/share growth while KGC is negative. John Neff would see a structural advantage in sustained cash generation.

Both face negative short-term OCF/share growth. Martin Whitman would suspect macro or cyclical issues hitting them both.

Both face negative decade-long net income/share CAGR. Martin Whitman would suspect a shrinking or highly disrupted sector.

Both exhibit negative net income/share growth over five years. Martin Whitman would suspect a challenging environment for the entire niche.

Positive short-term CAGR while KGC is negative. John Neff would see a clear advantage in near-term profit trajectory.

Positive growth while KGC is negative. John Neff might see a strong advantage in steadily compounding net worth over a decade.

Positive 5Y equity/share CAGR while KGC is negative. John Neff might see a clear edge in retaining earnings or managing capital better.

Positive short-term equity growth while KGC is negative. John Neff sees a strong advantage in near-term net worth buildup.

No Data available this quarter, please select a different quarter.

3Y dividend/share CAGR of 86.39% while KGC is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

Firm’s AR is declining while KGC shows 15.54%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.

No Data available this quarter, please select a different quarter.

Positive asset growth while KGC is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.

Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.

No Data available this quarter, please select a different quarter.

We cut SG&A while KGC invests at 12.87%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.