Texas Instruments Incorporated (TXN)

Some net income increase while ON is negative at -71.72%. John Neff would see a short-term edge over the struggling competitor.

Both reduce yoy D&A, with ON at -1.31%. Martin Whitman would suspect a lull in expansions or intangible additions for both.

Some yoy growth while ON is negative at -137.50%. John Neff would see competitor possibly managing deferrals more aggressively for short-term advantage.

Both cut yoy SBC, with ON at -29.73%. Martin Whitman would view it as an industry shift to reduce stock-based pay or a sign of reduced expansions.

Negative yoy working capital usage while ON is 42.57%. Joel Greenblatt would see more free cash if revenue remains unaffected, giving a short-term advantage.

Some inventory rise while ON is negative at -31.03%. John Neff would see competitor possibly benefiting from leaner stock if demand remains.

Negative yoy AP while ON is 108.99%. Joel Greenblatt would see quicker payments or less reliance on trade credit than competitor, unless expansions are hindered.

Some yoy usage while ON is negative at -231.33%. John Neff would see competitor possibly generating more free cash from minor accounts than we do.

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Some CFO growth while ON is negative at -13.60%. John Neff would note a short-term liquidity lead over the competitor.

Negative yoy CapEx while ON is 4.67%. Joel Greenblatt would see a near-term FCF boost unless competitor invests for long-term advantage.

Some acquisitions while ON is negative at -100.00%. John Neff sees competitor possibly pausing M&A or divesting while the firm invests in new deals.

Negative yoy purchasing while ON stands at 63.69%. Joel Greenblatt sees a near-term liquidity advantage unless competitor’s new investments produce outsized returns.

1.25-1.5x ON's 33.30%. Bruce Berkowitz sees a sizable advantage unless competitor’s portfolio yields future gains.

Lower net investing outflow yoy vs. ON's 114.88%, preserving short-term cash. David Dodd would confirm expansions remain sufficient.

Both yoy lines negative, with ON at -421.11%. Martin Whitman suspects an environment prompting net new borrowings or weaker paydowns across the niche.