Fresnillo plc

Revenue grew 23%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 11%/yr over the next 3 years, a little ahead of the market.6/10

Revenue grew 23%/yr over the last 3 years; forecasts see it cooling to 11%/yr.

Growth is the weak spot here, trailing 100% of companies worldwide.

Over five years revenue is set to shrink 9%/yr, behind 90% of companies worldwide.1/10

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 11%/yr).

Growth is a weak point here: a business that is slowing. The one thing to watch: the five-year outlook is thin.

Magnificent long-term results. Long-term holders have seen +473% over three years and +288% over five, ahead of 90% of the market.

It's up 21% over the past year, but 38% below its 52-week high. That is right in line with the market.

Returns sit at the market level over three months (+0%).

The stock is underperforming over the past month (-12%) and so far this year (-16%).

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 so far this year.