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.

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.

Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.

Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.

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 116.61%. Michael Burry would suspect a lasting competitive disadvantage.

5Y revenue/share CAGR under 50% of MLM's 44.45%. Michael Burry would suspect a significant competitive gap or product weakness.

Negative 10Y OCF/share CAGR while MLM stands at 587.48%. Joel Greenblatt would scrutinize managerial effectiveness and product competitiveness.

Negative 5Y OCF/share CAGR while MLM is at 109.01%. Joel Greenblatt would question the firm’s operational model or cost structure.

Negative 3Y OCF/share CAGR while MLM stands at 31.47%. Joel Greenblatt would demand an urgent turnaround in the firm’s cost or revenue drivers.

Negative 10Y net income/share CAGR while MLM is at 2599.22%. Joel Greenblatt sees a major red flag in long-term profit erosion.

Negative 5Y net income/share CAGR while MLM is 358.17%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.

Negative 3Y CAGR while MLM is 455.41%. Joel Greenblatt might call for a short-term turnaround strategy or cost realignment.

Below 50% of MLM's 131.49%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.

Below 50% of MLM's 75.38%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.

Below 50% of MLM's 44.73%. Michael Burry suspects a serious short-term disadvantage in building book value.

Cut dividends over 10 years while MLM stands at 91.29%. Joel Greenblatt suspects a weaker ability to return capital vs. the competitor.

Negative 5Y dividend/share CAGR while MLM stands at 44.04%. Joel Greenblatt sees a weaker commitment to dividends vs. a competitor that might be growing them.

Negative near-term dividend growth while MLM invests at 29.07%. Joel Greenblatt sees a weaker short-term distribution policy unless justified by strategic spending.

AR growth well above MLM's 8.11%. Michael Burry fears inflated revenue or higher default risk in the near future.

Inventory growth well above MLM's 5.20%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.

Debt growth far above MLM's 0.05%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.