Ingenic Semiconductor Co., Ltd.

A top-tier grower that's turning around. 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 50%/yr over the next 3 years, ahead of most of the market. The one thing to watch: revenue has shrunk over the past 3 years.

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 multi-year record is weak.

A premium price for a high-quality, fast-growing business. Neither multiples nor yields stand out strongly. Value investors may want to wait for a better entry or look elsewhere. The strongest point: its current P/E of 19x is 90% below its own 203x 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 genuinely high-quality business. High margins and strong returns on capital, with a clean balance sheet. A core fit for quality and quality-growth strategies. The strongest point: every margin ranks near the top, including a net margin of 33%, better than 80% of companies worldwide. The one thing to watch: profits are choppy from year to year.