Wheaton Precious Metals Corp. (WPM)

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 NEM 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.

Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.

10Y revenue/share CAGR above 1.5x NEM's 7.84%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.

5Y revenue/share CAGR 1.25-1.5x NEM's 80.17%. Bruce Berkowitz would verify if cost efficiency or pricing power supports this advantage.

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

Positive OCF/share growth while NEM is negative. John Neff might see a comparative advantage in operational cash viability.

Positive 3Y OCF/share CAGR while NEM is negative. John Neff might see a big short-term edge in operational efficiency.

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

Positive 5Y CAGR while NEM is negative. John Neff might view this as a strong mid-term relative advantage.

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

5Y equity/share CAGR above 1.5x NEM's 18.37%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

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

Our AR growth while NEM is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.

Inventory is declining while NEM stands at 95.01%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.

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

Positive BV/share change while NEM is negative. John Neff sees a clear edge over a competitor losing equity.

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

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

We expand SG&A while NEM cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.