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.
8.61%
Revenue growth 1.25-1.5x ADI's 7.09%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
11.90%
Gross profit growth at 75-90% of ADI's 13.33%. Bill Ackman would demand operational improvements to match competitor gains.
22.28%
EBIT growth 75-90% of ADI's 28.54%. Bill Ackman would push for cost reforms or better product mix to narrow the gap.
24.52%
Operating income growth at 75-90% of ADI's 28.54%. Bill Ackman would demand a plan to enhance operating leverage.
20.85%
Net income growth at 50-75% of ADI's 29.77%. Martin Whitman would question fundamental disadvantages in expenses or demand.
20.33%
EPS growth at 50-75% of ADI's 29.51%. Martin Whitman would suspect a lag in operational efficiency or a higher share count.
20.49%
Diluted EPS growth at 50-75% of ADI's 29.51%. Martin Whitman would question if share issuance or modest net income gains hamper progress.
0.11%
Share count expansion well above ADI's 0.04%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
0.11%
Diluted share count expanding well above ADI's 0.05%. Michael Burry would fear significant dilution to existing owners' stakes.
0.06%
Dividend growth above 1.5x ADI's 0.03%. David Dodd would verify if the firm's cash flow is robust enough for these payouts.
10.25%
OCF growth above 1.5x ADI's 5.84%. David Dodd would confirm a clear edge in underlying cash generation.
-17.95%
Negative FCF growth while ADI is at 13.15%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
37.66%
10Y revenue/share CAGR under 50% of ADI's 101.12%. Michael Burry would suspect a lasting competitive disadvantage.
12.73%
5Y revenue/share CAGR at 75-90% of ADI's 16.31%. Bill Ackman would encourage strategies to match competitor’s pace.
-9.62%
Both firms have negative 3Y CAGR. Martin Whitman would wonder if the entire market segment is in short-term retreat.
45.40%
10Y OCF/share CAGR under 50% of ADI's 153.58%. Michael Burry would worry about a persistent underperformance in cash creation.
-10.96%
Negative 5Y OCF/share CAGR while ADI is at 15.21%. Joel Greenblatt would question the firm’s operational model or cost structure.
-27.88%
Negative 3Y OCF/share CAGR while ADI stands at 0.75%. Joel Greenblatt would demand an urgent turnaround in the firm’s cost or revenue drivers.
91.44%
Net income/share CAGR above 1.5x ADI's 37.48% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
-2.12%
Both exhibit negative net income/share growth over five years. Martin Whitman would suspect a challenging environment for the entire niche.
-29.28%
Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.
91.46%
Below 50% of ADI's 344.88%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
96.82%
5Y equity/share CAGR at 75-90% of ADI's 122.22%. Bill Ackman might push for an improved ROE or share repurchase strategy to keep up.
43.67%
Below 50% of ADI's 113.02%. Michael Burry suspects a serious short-term disadvantage in building book value.
332.01%
10Y dividend/share CAGR above 1.5x ADI's 148.90%. David Dodd checks if the firm's robust cash flows justify outpacing the competitor's increases.
68.60%
Similar 5Y dividend/share CAGR to ADI's 69.87%. Walter Schloss sees parallel philosophies in mid-term capital returns.
27.39%
3Y dividend/share CAGR at 75-90% of ADI's 33.16%. Bill Ackman wants overhead or revenue enhancements to match competitor's dividend growth.
8.83%
AR growth well above ADI's 12.20%. Michael Burry fears inflated revenue or higher default risk in the near future.
4.63%
We show growth while ADI is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.
0.78%
Positive asset growth while ADI is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
0.20%
Positive BV/share change while ADI is negative. John Neff sees a clear edge over a competitor losing equity.
4.92%
Debt growth far above ADI's 0.54%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
-1.20%
Our R&D shrinks while ADI invests at 2.14%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
-7.96%
We cut SG&A while ADI invests at 4.72%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.