CRH plc (CRH)

Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.

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.

Negative net income growth while MLM stands at 269.91%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.

Negative EPS growth while MLM is at 262.88%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.

Negative diluted EPS growth while MLM is at 263.15%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.

Share reduction while MLM is at 0.00%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Reduced diluted shares while MLM is at 0.00%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

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

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 under 50% of MLM's 117.71%. Michael Burry would suspect a lasting competitive disadvantage.

5Y revenue/share CAGR under 50% of MLM's 34.96%. Michael Burry would suspect a significant competitive gap or product weakness.

3Y revenue/share CAGR under 50% of MLM's 28.37%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.

Negative 10Y OCF/share CAGR while MLM stands at 1844.27%. Joel Greenblatt would scrutinize managerial effectiveness and product competitiveness.

Negative 5Y OCF/share CAGR while MLM is at 47.82%. Joel Greenblatt would question the firm’s operational model or cost structure.

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

Below 50% of MLM's 3709.40%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.

Below 50% of MLM's 2373.20%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.

Below 50% of MLM's 1515.73%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.

Below 50% of MLM's 328.76%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.

Below 50% of MLM's 80.68%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.

Below 50% of MLM's 50.96%. Michael Burry suspects a serious short-term disadvantage in building book value.

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

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

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

Inventory growth well above MLM's 8.94%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.

Negative asset growth while MLM invests at 4.91%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.

We have a declining book value while MLM shows 10.47%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.

Both reduce SG&A yoy. Martin Whitman sees a cost war or cyclical slowdown forcing overhead cuts.