Silergy Corp.

A top-tier grower that's turning around. Earnings are outgrowing revenue, a sign of improving margins and operating leverage. Quality of growth is high even if the top line is moderate. The strongest point: revenue is set to grow 26%/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 strongest point: strong recent results. The one thing to watch: the multi-year record is weak.

A premium price for a fast-growing business. Multiples screen expensive, but growth (82/100) 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 forward P/E of 32x is 6% below that median, and its three-year P/E of 16x is 54% below. 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: best on net margin at 18%, better than 70% of companies worldwide. The one thing to watch: free cash flow is negative.