Texas Instruments Incorporated (TXN)

Operating income growth above 1.5x AMD's 69.08%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.

Net income growth above 1.5x AMD's 65.81%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.

EPS growth above 1.5x AMD's 63.27%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.

Diluted EPS growth above 1.5x AMD's 63.27%. David Dodd would see if there's a robust moat protecting these shareholder gains.

Share reduction while AMD is at 4.05%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Reduced diluted shares while AMD is at 4.05%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

Dividend growth of 0.23% while AMD is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.

OCF growth above 1.5x AMD's 1.39%. David Dodd would confirm a clear edge in underlying cash generation.

FCF growth above 1.5x AMD's 6.64%. David Dodd would verify if the firm’s strategic investments yield superior returns.

Positive 10Y revenue/share CAGR while AMD is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.

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

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

10Y OCF/share CAGR above 1.5x AMD's 1.99%. David Dodd would check if a superior product mix or cost edge drives this outperformance.

Positive OCF/share growth while AMD is negative. John Neff might see a comparative advantage in operational cash viability.

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

Net income/share CAGR 1.25-1.5x AMD's 57.26%. Bruce Berkowitz might see more effective use of capital or consistently better margins over time.

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

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

Positive growth while AMD is negative. John Neff might see a strong advantage in steadily compounding net worth over a decade.

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

Both show negative short-term equity/share CAGR. Martin Whitman suspects an industry slump or unprofitable expansions for both players.

Dividend/share CAGR of 460.05% while AMD is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 428.42% while AMD is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 260.00% while AMD is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

AR growth is negative/stable vs. AMD's 56.28%, indicating tighter credit discipline. David Dodd confirms it doesn't hamper actual sales.

Asset growth above 1.5x AMD's 0.74%. 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.

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Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.

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.