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.
5.78%
Revenue growth at 50-75% of MCHP's 8.18%. Martin Whitman would worry about competitiveness or product relevance.
1.19%
Gross profit growth under 50% of MCHP's 9.12%. Michael Burry would be concerned about a severe competitive disadvantage.
8.44%
EBIT growth 75-90% of MCHP's 10.17%. Bill Ackman would push for cost reforms or better product mix to narrow the gap.
8.44%
Operating income growth at 75-90% of MCHP's 10.17%. Bill Ackman would demand a plan to enhance operating leverage.
3.96%
Net income growth under 50% of MCHP's 10.59%. Michael Burry would suspect the firm is falling well behind a key competitor.
5.56%
EPS growth under 50% of MCHP's 14.59%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
5.56%
Diluted EPS growth under 50% of MCHP's 14.59%. Michael Burry would worry about an eroding competitive position or excessive dilution.
0.59%
Slight or no buybacks while MCHP is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
0.84%
Slight or no buyback while MCHP is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.
38.32%
Dividend growth of 38.32% while MCHP is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.
30.10%
OCF growth under 50% of MCHP's 84.13%. Michael Burry might suspect questionable revenue recognition or rising costs.
26.88%
FCF growth 50-75% of MCHP's 44.93%. Martin Whitman would see if structural disadvantages exist in generating free cash.
129.53%
10Y revenue/share CAGR above 1.5x MCHP's 42.31%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
77.01%
5Y revenue/share CAGR above 1.5x MCHP's 42.31%. David Dodd would look for consistent product or market expansions fueling outperformance.
44.21%
3Y revenue/share CAGR similar to MCHP's 42.31%. Walter Schloss would assume both companies experience comparable short-term cycles.
No Data
No Data available this quarter, please select a different quarter.
2867.62%
5Y OCF/share CAGR above 1.5x MCHP's 8.04%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
31.90%
3Y OCF/share CAGR above 1.5x MCHP's 8.04%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
378.63%
Net income/share CAGR above 1.5x MCHP's 60.00% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
3684.73%
5Y net income/share CAGR above 1.5x MCHP's 60.00%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
303.89%
3Y net income/share CAGR above 1.5x MCHP's 60.00%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
No Data
No Data available this quarter, please select a different quarter.
37.08%
Below 50% of MCHP's 79.10%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
53.77%
3Y equity/share CAGR at 50-75% of MCHP's 79.10%. Martin Whitman sees a short-term lag in net worth creation vs. the competitor.
No Data
No Data available this quarter, please select a different quarter.
20.80%
Dividend/share CAGR of 20.80% while MCHP is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
10.83%
3Y dividend/share CAGR of 10.83% while MCHP is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
13.60%
AR growth well above MCHP's 13.78%. Michael Burry fears inflated revenue or higher default risk in the near future.
5.04%
Inventory growth well above MCHP's 9.38%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
8.58%
Asset growth well under 50% of MCHP's 21.82%. Michael Burry sees the competitor as far more aggressive in building resources or capacity.
7.55%
Under 50% of MCHP's 41.10%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
4.60%
Debt growth far above MCHP's 7.39%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
2.79%
We increase R&D while MCHP cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
-5.72%
We cut SG&A while MCHP invests at 12.64%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.