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.
6.35%
Positive revenue growth while MCHP is negative. John Neff might see a notable competitive edge here.
8.67%
Positive gross profit growth while MCHP is negative. John Neff would see a clear operational edge over the competitor.
19.59%
EBIT growth above 1.5x MCHP's 1.27%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
19.65%
Positive operating income growth while MCHP is negative. John Neff might view this as a competitive edge in operations.
20.94%
Net income growth above 1.5x MCHP's 5.61%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.
22.22%
EPS growth above 1.5x MCHP's 8.00%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
22.58%
Diluted EPS growth above 1.5x MCHP's 4.35%. David Dodd would see if there's a robust moat protecting these shareholder gains.
-1.03%
Share reduction while MCHP is at 0.47%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-1.10%
Reduced diluted shares while MCHP is at 1.21%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
-0.21%
Dividend reduction while MCHP stands at 0.19%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.
78.45%
Positive OCF growth while MCHP is negative. John Neff would see this as a clear operational advantage vs. the competitor.
84.17%
Positive FCF growth while MCHP is negative. John Neff would see a strong competitive edge in net cash generation.
75.81%
10Y revenue/share CAGR under 50% of MCHP's 182.48%. Michael Burry would suspect a lasting competitive disadvantage.
43.93%
5Y revenue/share CAGR under 50% of MCHP's 129.81%. Michael Burry would suspect a significant competitive gap or product weakness.
9.01%
3Y revenue/share CAGR under 50% of MCHP's 23.71%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
139.61%
10Y OCF/share CAGR above 1.5x MCHP's 50.25%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
96.33%
Below 50% of MCHP's 4751.18%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
31.16%
3Y OCF/share CAGR above 1.5x MCHP's 0.87%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
139.45%
Net income/share CAGR at 75-90% of MCHP's 168.95%. Bill Ackman would press for strategic moves to boost long-term earnings.
81.78%
5Y net income/share CAGR above 1.5x MCHP's 33.36%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
48.33%
Positive short-term CAGR while MCHP is negative. John Neff would see a clear advantage in near-term profit trajectory.
32.52%
10Y equity/share CAGR at 50-75% of MCHP's 63.76%. Martin Whitman would note a lag in capital accumulation vs. the competitor.
31.35%
Below 50% of MCHP's 86.52%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
2.49%
Below 50% of MCHP's 18.64%. Michael Burry suspects a serious short-term disadvantage in building book value.
1346.20%
10Y dividend/share CAGR 1.25-1.5x MCHP's 1081.58%. Bruce Berkowitz confirms if a higher payout growth rate remains sustainable long term.
173.68%
5Y dividend/share CAGR above 1.5x MCHP's 4.70%. David Dodd checks if the firm's mid-term cash flows justify a faster dividend growth rate.
132.62%
Our short-term dividend growth is positive while MCHP cut theirs. John Neff views it as a comparative advantage in shareholder returns.
-3.27%
Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.
0.40%
We show growth while MCHP is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.
0.51%
Asset growth at 50-75% of MCHP's 0.96%. Martin Whitman questions if the firm is lagging expansions or if the competitor invests more aggressively.
1.09%
Under 50% of MCHP's 2.32%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
-0.06%
We’re deleveraging while MCHP stands at 1.31%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
-4.87%
Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.
-1.91%
Both reduce SG&A yoy. Martin Whitman sees a cost war or cyclical slowdown forcing overhead cuts.