Texas Instruments Incorporated (TXN)

Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.

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.

Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.

Reduced diluted shares while AMD is at 0.27%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

Dividend growth of 22.98% while AMD is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.

Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.

Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.

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.

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.

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.

Net income/share CAGR above 1.5x AMD's 74.45% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent 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.

Positive short-term equity growth while AMD is negative. John Neff sees a strong advantage in near-term net worth buildup.

Dividend/share CAGR of 856.00% while AMD is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 109.92% while AMD is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 76.00% while AMD is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.

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

Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.

We’re deleveraging while AMD stands at 0.10%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.