205.24 - 207.41
139.95 - 221.69
4.54M / 6.54M (Avg.)
37.59 | 5.48
Steady, sustainable growth is a hallmark of high-quality businesses. Value investors watch these metrics to confirm that the company's fundamental performance aligns with—or outpaces—its current market valuation.
10.21%
Revenue growth similar to MCHP's 10.82%. Walter Schloss would see if both companies share industry tailwinds.
21.35%
Gross profit growth 1.25-1.5x MCHP's 15.09%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
103.17%
EBIT growth 50-75% of MCHP's 140.04%. Martin Whitman would suspect suboptimal resource allocation.
103.17%
Operating income growth at 75-90% of MCHP's 132.00%. Bill Ackman would demand a plan to enhance operating leverage.
80.00%
Net income growth comparable to MCHP's 87.97%. Walter Schloss might see both following similar market or cost trajectories.
66.67%
EPS growth similar to MCHP's 70.34%. Walter Schloss would assume both have parallel share structures and profit trends.
66.67%
Similar diluted EPS growth to MCHP's 70.34%. Walter Schloss might see standard sector or cyclical influences on both firms.
30.34%
Share count expansion well above MCHP's 0.33%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
30.34%
Diluted share count expanding well above MCHP's 0.33%. Michael Burry would fear significant dilution to existing owners' stakes.
-26.23%
Dividend reduction while MCHP stands at 10.17%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.
1562.50%
OCF growth above 1.5x MCHP's 33.85%. David Dodd would confirm a clear edge in underlying cash generation.
163.89%
FCF growth above 1.5x MCHP's 34.43%. David Dodd would verify if the firm’s strategic investments yield superior returns.
44.03%
10Y revenue/share CAGR at 75-90% of MCHP's 51.09%. Bill Ackman would press for new markets or product lines to narrow the gap.
33.59%
Positive 5Y CAGR while MCHP is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.
17.30%
Positive 3Y CAGR while MCHP is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
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461.80%
Positive 10Y CAGR while MCHP is negative. John Neff might see a substantial advantage in bottom-line trajectory.
43.62%
Positive 5Y CAGR while MCHP is negative. John Neff might view this as a strong mid-term relative advantage.
-30.51%
Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.
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90.48%
10Y dividend/share CAGR at 50-75% of MCHP's 180.63%. Martin Whitman suspects the firm lags in returning cash to shareholders over the decade.
76.37%
Below 50% of MCHP's 175.02%. Michael Burry worries the firm returns far less capital to shareholders over 5 years.
76.37%
3Y dividend/share CAGR similar to MCHP's 81.65%. Walter Schloss finds parallel short-term dividend strategies for both companies.
25.69%
AR growth well above MCHP's 10.99%. Michael Burry fears inflated revenue or higher default risk in the near future.
-2.17%
Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.
7.24%
Positive asset growth while MCHP is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
-21.23%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
19.09%
We have some new debt while MCHP reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
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4.56%
SG&A growth well above MCHP's 4.80%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.