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.
10.36%
Revenue growth above 1.5x MCHP's 6.46%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
17.05%
Gross profit growth above 1.5x MCHP's 8.36%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
41.52%
EBIT growth above 1.5x MCHP's 20.91%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
42.32%
Operating income growth above 1.5x MCHP's 19.42%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
40.25%
Net income growth 1.25-1.5x MCHP's 27.01%. Bruce Berkowitz would see if strategic cost cutting or product mix explains this difference.
43.18%
EPS growth above 1.5x MCHP's 25.00%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
40.91%
Diluted EPS growth above 1.5x MCHP's 21.05%. David Dodd would see if there's a robust moat protecting these shareholder gains.
-0.93%
Share reduction while MCHP is at 0.44%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.91%
Reduced diluted shares while MCHP is at 1.98%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
0.31%
Dividend growth above 1.5x MCHP's 0.13%. David Dodd would verify if the firm's cash flow is robust enough for these payouts.
67.75%
Positive OCF growth while MCHP is negative. John Neff would see this as a clear operational advantage vs. the competitor.
80.52%
Positive FCF growth while MCHP is negative. John Neff would see a strong competitive edge in net cash generation.
67.30%
10Y revenue/share CAGR under 50% of MCHP's 203.15%. Michael Burry would suspect a lasting competitive disadvantage.
58.50%
5Y revenue/share CAGR at 75-90% of MCHP's 69.55%. Bill Ackman would encourage strategies to match competitor’s pace.
2.76%
3Y revenue/share CAGR under 50% of MCHP's 21.37%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
152.27%
10Y OCF/share CAGR 1.25-1.5x MCHP's 107.79%. Bruce Berkowitz would confirm if the firm's long-term capital allocation yields better cash returns.
64.60%
Positive OCF/share growth while MCHP is negative. John Neff might see a comparative advantage in operational cash viability.
32.57%
Positive 3Y OCF/share CAGR while MCHP is negative. John Neff might see a big short-term edge in operational efficiency.
155.09%
Net income/share CAGR at 75-90% of MCHP's 186.59%. Bill Ackman would press for strategic moves to boost long-term earnings.
210.77%
5Y net income/share CAGR above 1.5x MCHP's 22.34%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
9.70%
Positive short-term CAGR while MCHP is negative. John Neff would see a clear advantage in near-term profit trajectory.
38.59%
10Y equity/share CAGR at 50-75% of MCHP's 67.38%. Martin Whitman would note a lag in capital accumulation vs. the competitor.
34.39%
Below 50% of MCHP's 89.41%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
3.61%
Below 50% of MCHP's 16.11%. Michael Burry suspects a serious short-term disadvantage in building book value.
1337.84%
Similar 10Y dividend/share CAGR to MCHP's 1377.12%. Walter Schloss expects both to share consistent earnings expansions and payout practices.
174.90%
5Y dividend/share CAGR above 1.5x MCHP's 4.64%. David Dodd checks if the firm's mid-term cash flows justify a faster dividend growth rate.
132.42%
3Y dividend/share CAGR above 1.5x MCHP's 3.28%. David Dodd sees a superior short-term capital return strategy if supported by stable earnings.
12.69%
Our AR growth while MCHP is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.
1.75%
Inventory shrinking or stable vs. MCHP's 7.41%. David Dodd confirms the company’s supply-chain is more efficient if sales are unaffected.
-5.94%
Negative asset growth while MCHP invests at 2.10%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.
-0.53%
We have a declining book value while MCHP shows 2.83%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.
-17.76%
We’re deleveraging while MCHP stands at 3.29%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
-4.64%
Our R&D shrinks while MCHP invests at 7.07%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
-1.46%
We cut SG&A while MCHP invests at 5.57%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.