Wheaton Precious Metals Corp. (WPM)

Positive revenue growth while OR is negative. John Neff might see a notable competitive edge here.

Gross profit growth 1.25-1.5x OR's 3.22%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.

Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.

Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.

Positive net income growth while OR is negative. John Neff might see a big relative performance advantage.

Positive EPS growth while OR is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.

Positive diluted EPS growth while OR is negative. John Neff might view this as a strong relative advantage in controlling dilution.

Slight or no buybacks while OR is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.

Diluted share reduction more than 1.5x OR's 1.16%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.

Positive FCF growth while OR is negative. John Neff would see a strong competitive edge in net cash generation.

10Y CAGR of 33.15% while OR is zero. Bruce Berkowitz would see if incremental growth can widen into a significant edge.

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

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

5Y OCF/share CAGR above 1.5x OR's 33.31%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.

3Y OCF/share CAGR 1.25-1.5x OR's 49.82%. Bruce Berkowitz might see if strategic cost controls or product mix drove recent gains.

Positive 5Y CAGR while OR is negative. John Neff might view this as a strong mid-term relative advantage.

Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.

Equity/share CAGR of 90.57% while OR is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.

Positive 5Y equity/share CAGR while OR is negative. John Neff might see a clear edge in retaining earnings or managing capital better.

Positive short-term equity growth while OR is negative. John Neff sees a strong advantage in near-term net worth buildup.

Dividend/share CAGR of 666.81% while OR is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

5Y dividend/share CAGR above 1.5x OR's 29.57%. David Dodd checks if the firm's mid-term cash flows justify a faster dividend growth rate.

3Y dividend/share CAGR above 1.5x OR's 16.97%. David Dodd sees a superior short-term capital return strategy if supported by stable earnings.

Inventory is declining while OR stands at 40.54%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.

Positive asset growth while OR is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.

Positive BV/share change while OR is negative. John Neff sees a clear edge over a competitor losing equity.

We’re deleveraging while OR stands at 2.44%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.

No Data available this quarter, please select a different quarter.

We expand SG&A while OR cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.