Texas Instruments Incorporated (TXN)

Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.

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.

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

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.

Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.

Dividend growth of 0.15% 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.

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

5Y revenue/share CAGR above 1.5x AMD's 11.45%. David Dodd would look for consistent product or market expansions fueling outperformance.

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.

5Y OCF/share CAGR above 1.5x AMD's 51.01%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.

Both face negative short-term OCF/share growth. Martin Whitman would suspect macro or cyclical issues hitting them both.

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

5Y net income/share CAGR above 1.5x AMD's 95.40%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.

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

Dividend/share CAGR of 1308.17% while AMD is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 171.86% while AMD is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 129.32% while AMD is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

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

We increase R&D while AMD cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.

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.