Texas Instruments Incorporated (TXN)

Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.

Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.

Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.

Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.

Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.

Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.

Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.

Share change of 2.06% while ADI is at zero. Bruce Berkowitz would see if slight buybacks (or dilution) matter in the bigger picture.

Reduced diluted shares while ADI is at 0.00%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

Dividend reduction while ADI stands at 0.00%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.

Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.

Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.

10Y revenue/share CAGR under 50% of ADI's 355.08%. Michael Burry would suspect a lasting competitive disadvantage.

Negative 5Y CAGR while ADI stands at 282.41%. Joel Greenblatt would push for a turnaround plan or reevaluation of the company’s product line.

3Y revenue/share CAGR under 50% of ADI's 109.28%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.

10Y OCF/share CAGR under 50% of ADI's 4520.48%. Michael Burry would worry about a persistent underperformance in cash creation.

Below 50% of ADI's 960.92%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.

Below 50% of ADI's 3935.56%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.

Below 50% of ADI's 560.13%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.

10Y equity/share CAGR at 50-75% of ADI's 476.86%. Martin Whitman would note a lag in capital accumulation vs. the competitor.

Below 50% of ADI's 403.61%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.

Negative 5Y dividend/share CAGR while ADI stands at 0.00%. Joel Greenblatt sees a weaker commitment to dividends vs. a competitor that might be growing them.

Negative near-term dividend growth while ADI invests at 0.00%. Joel Greenblatt sees a weaker short-term distribution policy unless justified by strategic spending.

Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.

Negative asset growth while ADI invests at 6.30%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.

Under 50% of ADI's 10.25%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.

Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.