Shanghai Fudan Microelectronics Group Company Limited

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 17%/yr over the next 3 years, ahead of most of the market.

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the one-year trend is weak.

A premium price for a high-quality, fast-growing business. Multiples screen expensive, but quality (76/100) and growth (75/100) rank 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 one thing to watch: the valuation leaves little margin of safety, so it leans on growth and quality to deliver.

A genuinely high-quality business. Profitability and capital efficiency rank well above the market. A solid quality holding, with one or two softer spots to watch. The strongest point: best on net margin at 21%, better than 70% of companies worldwide. The one thing to watch: the operating (EBIT) margin lags the rest of the P&L.