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 face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.

Share reduction while AMD is at 11.51%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Diluted share reduction more than 1.5x AMD's 14.23%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.

Dividend growth of 31.30% while AMD is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.

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.

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

Net income/share CAGR 1.25-1.5x AMD's 94.76%. Bruce Berkowitz might see more effective use of capital or consistently better margins over time.

5Y net income/share CAGR above 1.5x AMD's 76.67%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.

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

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 1168.08% while AMD is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 194.90% while AMD is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 66.90% while AMD is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.

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

Positive asset growth while AMD is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.

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

Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.

Our R&D shrinks while AMD invests at 1.93%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.

We cut SG&A while AMD invests at 3.42%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.