NVIDIA Corporation (NVDA)

Revenue growth above 1.5x MU's 0.05%. David Dodd would confirm if the firm has a unique advantage driving sales higher.

Positive gross profit growth while MU is negative. John Neff would see a clear operational edge over the competitor.

Positive EBIT growth while MU is negative. John Neff might see a substantial edge in operational management.

Positive operating income growth while MU is negative. John Neff might view this as a competitive edge in operations.

Positive net income growth while MU is negative. John Neff might see a big relative performance advantage.

Positive EPS growth while MU is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.

Positive diluted EPS growth while MU is negative. John Neff might view this as a strong relative advantage in controlling dilution.

Slight or no buybacks while MU is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.

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

Positive OCF growth while MU is negative. John Neff would see this as a clear operational advantage vs. the competitor.

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

10Y revenue/share CAGR 1.25-1.5x MU's 168.31%. Bruce Berkowitz would investigate brand strength or geographical expansion fueling growth.

5Y revenue/share CAGR above 1.5x MU's 13.13%. David Dodd would look for consistent product or market expansions fueling outperformance.

10Y OCF/share CAGR above 1.5x MU's 480.00%. David Dodd would check if a superior product mix or cost edge drives this outperformance.

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

3Y OCF/share CAGR above 1.5x MU's 13.47%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.

Net income/share CAGR above 1.5x MU's 85.87% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.

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

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

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

3Y equity/share CAGR above 1.5x MU's 6.78%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.

Firm’s AR is declining while MU shows 0.13%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.

Inventory is declining while MU stands at 0.58%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.

Asset growth above 1.5x MU's 1.25%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.

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

Debt shrinking faster vs. MU's 27.29%. David Dodd sees a safer balance sheet if it doesn't impair future growth.

We increase R&D while MU cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.