Texas Instruments Incorporated (TXN)

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

Positive gross profit growth while AMD is negative. John Neff would see a clear operational edge over the competitor.

Positive EBIT growth while AMD is negative. John Neff might see a substantial edge in operational management.

Positive operating income growth while AMD is negative. John Neff might view this as a competitive edge in operations.

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 4.41%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Reduced diluted shares while AMD is at 0.98%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

Positive OCF growth while AMD is negative. John Neff would see this as a clear operational advantage vs. the competitor.

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

Positive 5Y CAGR while AMD is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.

3Y revenue/share CAGR above 1.5x AMD's 34.73%. David Dodd would confirm if there's an emerging competitive moat driving recent gains.

Net income/share CAGR above 1.5x AMD's 243.07% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.

5Y net income/share CAGR above 1.5x AMD's 248.85%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.

3Y net income/share CAGR above 1.5x AMD's 145.33%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.

10Y equity/share CAGR above 1.5x AMD's 30.80%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.

Positive 5Y equity/share CAGR while AMD is negative. John Neff might see a clear edge in retaining earnings or managing capital better.

Dividend/share CAGR of 42.42% while AMD is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 46.49% while AMD is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 41.39% while AMD is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

Our AR growth while AMD is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.

Inventory shrinking or stable vs. AMD's 20.19%. David Dodd confirms the company’s supply-chain is more efficient if sales are unaffected.

Asset growth above 1.5x AMD's 0.12%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.

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

We’re deleveraging while AMD stands at 5.16%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.

R&D dropping or stable vs. AMD's 5.49%. David Dodd sees near-term margin benefits if the product pipeline is already strong.

We cut SG&A while AMD invests at 20.89%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.