Texas Instruments Incorporated (TXN)

Positive revenue growth while AMD is negative. John Neff might see a notable competitive edge here.

Positive net income growth while AMD is negative. John Neff might see a big relative performance advantage.

Positive EPS growth while AMD is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.

Positive diluted EPS growth while AMD is negative. John Neff might view this as a strong relative advantage in controlling dilution.

Share reduction while AMD is at 0.29%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Reduced diluted shares while AMD is at 0.29%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

OCF growth above 1.5x AMD's 13.12%. David Dodd would confirm a clear edge in underlying cash generation.

Positive FCF growth while AMD is negative. John Neff would see a strong competitive edge in net cash generation.

Both companies have negative long-term revenue/share growth. Martin Whitman would question if the entire market or product set is shrinking.

Both face negative 5Y revenue/share CAGR. Martin Whitman would suspect macro headwinds or obsolete product offerings across the niche.

Both firms have negative 3Y CAGR. Martin Whitman would wonder if the entire market segment is in short-term retreat.

Positive long-term OCF/share growth while AMD is negative. John Neff would see a structural advantage in sustained cash generation.

Both show negative mid-term OCF/share growth. Martin Whitman might suspect a challenged environment or large capital demands for both.

Positive 3Y OCF/share CAGR while AMD is negative. John Neff might see a big short-term edge in operational efficiency.

Positive 10Y CAGR while AMD is negative. John Neff might see a substantial advantage in bottom-line trajectory.

Both exhibit negative net income/share growth over five years. Martin Whitman would suspect a challenging environment for the entire niche.

Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.

10Y equity/share CAGR above 1.5x AMD's 75.04%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.

5Y equity/share CAGR above 1.5x AMD's 31.15%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

Stable or rising dividend while AMD is cutting. John Neff sees a strong advantage in consistent shareholder returns vs. a struggling peer.

Dividend/share CAGR of 2.63% while AMD is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 8.23% while AMD is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

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

Inventory shrinking or stable vs. AMD's 10.56%. David Dodd confirms the company’s supply-chain is more efficient if sales are unaffected.

Both reduce assets yoy. Martin Whitman suspects a broader sector retraction or post-boom asset trimming cycle.

Positive BV/share change while AMD is negative. John Neff sees a clear edge over a competitor losing equity.

Debt shrinking faster vs. AMD's 2.96%. David Dodd sees a safer balance sheet if it doesn't impair future growth.

R&D dropping or stable vs. AMD's 23.84%. David Dodd sees near-term margin benefits if the product pipeline is already strong.

We expand SG&A while AMD cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.