SITM FLAG
Score 5 of 5 as of 2026-10-06. Here is what the checks say, straight from the latest filings.
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The checks
| Gross margin trend | gross margin averaged 58.0% over the last 4 quarters vs 51.5% over the 4 before that (+6.5 pp) |
| YoY revenue growth | latest quarter YoY revenue growth +126.5% (end 2026-06) |
| Margin level | last-4-quarter average gross margin 58.0% (high-margin threshold 40%) |
| Growth durability | grew revenue in 8 of the last 8 quarters (100%; durable-grower threshold 75%) |
| Margin stability | gross-margin variability 7.5% of the mean over the last 8 quarters (stable threshold 15%; higher = cyclical profile) |
| SG&A intensity | SG&A is 31.9% of revenue (last 4 qtrs) vs 42.4% before (-10.6 pp; rising = defending a weakening moat) |
Operating margin -3.9% · YoY +126.5%. Back to the scoreboard · Methodology · How We Got Here