Adeia Inc.

Earnings are set to grow faster than sales (EPS about 16%/yr vs revenue 2%/yr), so margins should widen.

Revenue held flat over the last 3 years and is set to keep growing around 2%/yr.

Growth is the weak spot here, trailing 87% of companies worldwide.

Revenue held flat over the last 3 years, behind 70% of companies worldwide.3/10

Revenue is set to grow 2%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 2%/yr, behind 80% of companies worldwide.2/10

Growth is a weak point here. The one thing to watch: the 3-year revenue record is weak.

Magnificent long-term results. Long-term holders have seen +177% over three years and +441% over five, ahead of 90% of the market.

It's up 48% over the past year, but 30% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+41%).

None flagged.

The stock is underperforming over the past month (-10%) and over three months (-18%).

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 one thing to watch: the stock is underperforming over the past month and over three months.