SUSS MicroTec SE

It out-grows 68% of companies worldwide.

Revenue grew 29%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

The runway holds up: revenue is set to grow 13%/yr over five years.8/10

Revenue is set to grow 14%/yr over the next 3 years, a little ahead of the market.6/10

Revenue grew 29%/yr over the last 3 years; forecasts see it cooling to 14%/yr.

Earnings are set to grow faster than sales (EPS about 28%/yr vs revenue 14%/yr), so margins should widen. One year dips: EPS falls 31% next year.

None flagged.

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

Magnificent long-term results. Long-term holders have seen +207% over three years and +199% over five, ahead of 80% of the market.

Strong recent results. The stock is outperforming so far this year (+67%).

It's up 95% over the past year, but 45% below its 52-week high. That is a touch ahead of the market.

The stock is underperforming over the past month (-12%) and over three months (-15%).

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.