PerformanceRiskValuationProfitabilityCashflowLiquidityESGRevenue & Geographic ExposureForecastFinancial GrowthIncome GrowthCashflow GrowthBalance Sheet Growth
Texas Instruments Incorporated (TXN)
205.980.01 (0.00%)
205.24 - 207.41
139.95 - 221.69
4.54M / 6.54M (Avg.)
37.59 | 5.48
Steady, sustainable growth is a hallmark of high-quality businesses. Value investors watch these metrics to confirm that the company's fundamental performance aligns with—or outpaces—its current market valuation.
12.28%
Revenue growth similar to ADI's 11.66%. Walter Schloss would see if both companies share industry tailwinds.
13.83%
Gross profit growth 1.25-1.5x ADI's 12.02%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.
24.58%
EBIT growth 75-90% of ADI's 29.57%. Bill Ackman would push for cost reforms or better product mix to narrow the gap.
24.89%
Operating income growth at 75-90% of ADI's 29.57%. Bill Ackman would demand a plan to enhance operating leverage.
18.19%
Net income growth at 50-75% of ADI's 35.09%. Martin Whitman would question fundamental disadvantages in expenses or demand.
23.46%
EPS growth at 50-75% of ADI's 36.36%. Martin Whitman would suspect a lag in operational efficiency or a higher share count.
24.05%
Diluted EPS growth at 50-75% of ADI's 34.55%. Martin Whitman would question if share issuance or modest net income gains hamper progress.
-0.22%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
0.10%
Slight or no buyback while ADI is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.
0.22%
Maintaining or increasing dividends while ADI cut them. John Neff might see a strong edge in shareholder returns.
32.18%
Positive OCF growth while ADI is negative. John Neff would see this as a clear operational advantage vs. the competitor.
39.85%
Positive FCF growth while ADI is negative. John Neff would see a strong competitive edge in net cash generation.
46.99%
10Y revenue/share CAGR at 75-90% of ADI's 52.68%. Bill Ackman would press for new markets or product lines to narrow the gap.
21.16%
5Y revenue/share CAGR above 1.5x ADI's 11.93%. David Dodd would look for consistent product or market expansions fueling outperformance.
24.02%
3Y revenue/share CAGR at 75-90% of ADI's 29.82%. Bill Ackman would expect new product strategies to close the gap.
407.30%
10Y OCF/share CAGR 1.25-1.5x ADI's 300.11%. Bruce Berkowitz would confirm if the firm's long-term capital allocation yields better cash returns.
41.89%
Positive OCF/share growth while ADI is negative. John Neff might see a comparative advantage in operational cash viability.
34.40%
3Y OCF/share CAGR above 1.5x ADI's 16.19%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
107.43%
Net income/share CAGR 1.25-1.5x ADI's 85.58%. Bruce Berkowitz might see more effective use of capital or consistently better margins over time.
84.05%
5Y net income/share CAGR above 1.5x ADI's 2.21%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
68.48%
3Y net income/share CAGR above 1.5x ADI's 31.59%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
28.66%
Below 50% of ADI's 59.20%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
6.60%
Below 50% of ADI's 30.83%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
1.90%
Below 50% of ADI's 8.02%. Michael Burry suspects a serious short-term disadvantage in building book value.
1149.23%
10Y dividend/share CAGR above 1.5x ADI's 161.22%. David Dodd checks if the firm's robust cash flows justify outpacing the competitor's increases.
194.94%
5Y dividend/share CAGR above 1.5x ADI's 67.75%. David Dodd checks if the firm's mid-term cash flows justify a faster dividend growth rate.
35.78%
3Y dividend/share CAGR above 1.5x ADI's 23.70%. David Dodd sees a superior short-term capital return strategy if supported by stable earnings.
7.34%
AR growth well above ADI's 13.53%. Michael Burry fears inflated revenue or higher default risk in the near future.
-3.62%
Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.
3.33%
Asset growth above 1.5x ADI's 1.52%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.
3.48%
1.25-1.5x ADI's 2.80%. Bruce Berkowitz sees if the firm's capital management strategies surpass the competitor's approach.
-0.03%
We’re deleveraging while ADI stands at 0.02%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
3.52%
R&D growth drastically higher vs. ADI's 1.87%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
-2.64%
We cut SG&A while ADI invests at 9.56%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.