Texas Instruments Incorporated (TXN)

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.

No Data available this quarter, please select a different quarter.

Share reduction while AMD is at 9.88%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Reduced diluted shares while AMD is at 10.46%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

Dividend growth of 29.35% while AMD is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.

OCF growth above 1.5x AMD's 18.00%. 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.

10Y revenue/share CAGR above 1.5x AMD's 96.11%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.

5Y revenue/share CAGR above 1.5x AMD's 18.63%. David Dodd would look for consistent product or market expansions fueling outperformance.

Positive 3Y CAGR while AMD is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.

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

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.

Positive 5Y CAGR while AMD is negative. John Neff might view this as a strong mid-term relative advantage.

Positive short-term CAGR while AMD is negative. John Neff would see a clear advantage in near-term profit trajectory.

10Y equity/share CAGR above 1.5x AMD's 57.26%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.

5Y equity/share CAGR 1.25-1.5x AMD's 3.64%. Bruce Berkowitz confirms if reinvested profits or buybacks explain the superior buildup.

3Y equity/share CAGR 1.25-1.5x AMD's 56.09%. Bruce Berkowitz confirms timely buybacks or margin improvements drive stronger near-term equity growth.

Dividend/share CAGR of 87.75% while AMD is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 75.60% while AMD is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 184.42% while AMD is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

Firm’s AR is declining while AMD shows 62.15%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.

Inventory is declining while AMD stands at 74.78%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.

No Data available this quarter, please select a different quarter.

Our R&D shrinks while AMD invests at 38.72%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.

We cut SG&A while AMD invests at 0.99%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.