Texas Instruments Incorporated (TXN)

Revenue growth at 50-75% of AVGO's 0.59%. Martin Whitman would worry about competitiveness or product relevance.

Negative gross profit growth while AVGO is at 0.51%. Joel Greenblatt would examine cost competitiveness or demand decline.

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.

Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.

Negative OCF growth while AVGO is at 7.23%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.

Negative FCF growth while AVGO is at 6.62%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.

10Y revenue/share CAGR under 50% of AVGO's 409.54%. Michael Burry would suspect a lasting competitive disadvantage.

5Y revenue/share CAGR under 50% of AVGO's 122.61%. Michael Burry would suspect a significant competitive gap or product weakness.

3Y revenue/share CAGR under 50% of AVGO's 60.90%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.

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

Negative 3Y OCF/share CAGR while AVGO stands at 34.25%. Joel Greenblatt would demand an urgent turnaround in the firm’s cost or revenue drivers.

Negative 10Y net income/share CAGR while AVGO is at 691.11%. Joel Greenblatt sees a major red flag in long-term profit erosion.

Negative 5Y net income/share CAGR while AVGO is 651.30%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.

Negative 3Y CAGR while AVGO is 66.58%. Joel Greenblatt might call for a short-term turnaround strategy or cost realignment.

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

Below 50% of AVGO's 147.32%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.

Below 50% of AVGO's 188.08%. Michael Burry suspects a serious short-term disadvantage in building book value.

Below 50% of AVGO's 1441.93%. Michael Burry might see weaker long-term distribution growth, raising questions about the firm's capital allocation.

Negative 5Y dividend/share CAGR while AVGO stands at 71.80%. Joel Greenblatt sees a weaker commitment to dividends vs. a competitor that might be growing them.

3Y dividend/share CAGR at 75-90% of AVGO's 38.29%. Bill Ackman wants overhead or revenue enhancements to match competitor's dividend growth.

AR growth well above AVGO's 14.59%. Michael Burry fears inflated revenue or higher default risk in the near future.

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

Debt growth far above AVGO's 1.06%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.

R&D growth drastically higher vs. AVGO's 19.53%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.