Tongfu Microelectronics Co.,Ltd

A top-tier grower that's speeding up. Top-tier growth across the board with the forward pace exceeding the past. A textbook fit for aggressive growth and quality-growth strategies. The strongest point: revenue is set to grow 15%/yr over the next 3 years, ahead of most of the market.

A proven multi-year compounder now in a meaningful pullback well below its 52-week high. This is the classic fork: either a buy-the-dip in an intact uptrend, or the early stage of a trend change. Wait for the short-term slide to stabilise before adding. The strongest point: magnificent long-term results. The one thing to watch: the one-year trend is weak.

A premium price for a fast-growing business. Multiples screen expensive, but growth (78/100) ranks near the top of the market. This is a pay-up-for-the-business profile, not a broken one — better suited to growth or quality mandates than pure value. The strongest point: its current P/E of 20x is 69% below its own 65x historical median P/E. The one thing to watch: the valuation leaves little margin of safety, so it leans on growth and quality to deliver.

A middle-of-the-pack business on quality. Margins, returns and balance sheet sit around the market average. Workable, but not a standout on business quality. The strongest point: return on equity of 18% is better than 60% of companies worldwide; return on assets of 6.6% is better than 60% of companies worldwide. The one thing to watch: free cash flow is negative.