NVIDIA Corporation (NVDA)

Revenue growth above 1.5x MU's 23.23%. David Dodd would confirm if the firm has a unique advantage driving sales higher.

EBIT growth above 1.5x MU's 97.07%. David Dodd would confirm if core operations or niche positioning yield superior profitability.

Operating income growth above 1.5x MU's 97.07%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.

Net income growth 1.25-1.5x MU's 164.26%. Bruce Berkowitz would see if strategic cost cutting or product mix explains this difference.

EPS growth 1.25-1.5x MU's 164.29%. Bruce Berkowitz would check if strategic initiatives like cost cutting or better capital management explain the difference.

Diluted EPS growth 1.25-1.5x MU's 163.39%. Bruce Berkowitz would verify if strategic moves (e.g., targeted acquisitions, cost cuts) explain the edge.

Share reduction more than 1.5x MU's 0.36%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.

Diluted share reduction more than 1.5x MU's 1.27%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.

Maintaining or increasing dividends while MU cut them. John Neff might see a strong edge in shareholder returns.

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

FCF growth above 1.5x MU's 58.23%. David Dodd would verify if the firm’s strategic investments yield superior returns.

10Y revenue/share CAGR above 1.5x MU's 36.15%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.

5Y revenue/share CAGR above 1.5x MU's 0.72%. David Dodd would look for consistent product or market expansions fueling outperformance.

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

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

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

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

Net income/share CAGR above 1.5x MU's 4.16% 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.

3Y net income/share CAGR above 1.5x MU's 33.42%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.

10Y equity/share CAGR 1.25-1.5x MU's 353.70%. Bruce Berkowitz would see if strong ROE or conservative payout policy fosters faster book value growth.

5Y equity/share CAGR above 1.5x MU's 28.06%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

3Y equity/share CAGR above 1.5x MU's 9.45%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.

Dividend/share CAGR of 118.44% while MU is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 7.89% while MU is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 0.64% while MU is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

Inventory is declining while MU stands at 2.02%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.

Asset growth above 1.5x MU's 3.05%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.

BV/share growth above 1.5x MU's 3.46%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.

We’re deleveraging while MU stands at 1.94%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.

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

We cut SG&A while MU invests at 6.46%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.