SJ Semiconductor Corporation

A top-tier grower that is slowing. Revenue and profit are compounding together at an elite rate. A core holding profile for growth and quality-growth strategies. The strongest point: revenue grew 58%/yr over the last 3 years, ahead of 90% of companies worldwide. The one thing to watch: the pace is cooling.

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 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 one thing to watch: the valuation leaves little margin of safety, so it leans on growth and quality to deliver.

Business quality is a weak point here. Profitability and capital efficiency lag the market. Better suited to value or turnaround angles than to quality strategies. The strongest point: best on EBITDA margin at 42%, better than 80% of companies worldwide. The one thing to watch: free cash flow is negative.