The main difference so far, between MYG and SKS/SXE is that MYG has not been growing its revenues during the most recent periods, while it had much higher margins than SKS/SXE.
On Friday, Mayfield announced its final dividend, which should give us a good indication of their net profit for H2 24 (given its pay-out policy). Based on these elements, I estimate that Mayfield has grown its revenues during H2 24 (vs H2 23).
