Texas Instruments Incorporated (TXN)

Revenue growth under 50% of AVGO's 6.13%. Michael Burry would suspect a deteriorating sales pipeline or weaker brand.

Negative gross profit growth while AVGO is at 12.70%. Joel Greenblatt would examine cost competitiveness or demand decline.

Negative EBIT growth while AVGO is at 37.52%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.

Negative operating income growth while AVGO is at 35.29%. Joel Greenblatt would press for urgent turnaround measures.

Negative net income growth while AVGO stands at 27.27%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.

Negative EPS growth while AVGO is at 27.17%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.

Negative diluted EPS growth while AVGO is at 26.67%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.

Dividend growth under 50% of AVGO's 11.29%. Michael Burry might suspect more pressing needs for cash or weaker earnings power.

Negative OCF growth while AVGO is at 9.08%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.

Negative FCF growth while AVGO is at 9.69%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.

10Y revenue/share CAGR under 50% of AVGO's 395.49%. Michael Burry would suspect a lasting competitive disadvantage.

5Y revenue/share CAGR under 50% of AVGO's 115.85%. Michael Burry would suspect a significant competitive gap or product weakness.

Negative 3Y CAGR while AVGO stands at 69.86%. Joel Greenblatt would look for missteps or fading competitiveness that hurt sales.

10Y OCF/share CAGR under 50% of AVGO's 590.26%. Michael Burry would worry about a persistent underperformance in cash creation.

Below 50% of AVGO's 123.17%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.

Negative 3Y OCF/share CAGR while AVGO stands at 53.88%. Joel Greenblatt would demand an urgent turnaround in the firm’s cost or revenue drivers.

Below 50% of AVGO's 751.52%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.

Below 50% of AVGO's 1111.68%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.

Negative 3Y CAGR while AVGO is 95.35%. Joel Greenblatt might call for a short-term turnaround strategy or cost realignment.

Below 50% of AVGO's 944.78%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.

5Y equity/share CAGR at 75-90% of AVGO's 142.50%. Bill Ackman might push for an improved ROE or share repurchase strategy to keep up.

Below 50% of AVGO's 166.34%. Michael Burry suspects a serious short-term disadvantage in building book value.

Below 50% of AVGO's 1592.86%. Michael Burry might see weaker long-term distribution growth, raising questions about the firm's capital allocation.

5Y dividend/share CAGR at 50-75% of AVGO's 71.40%. Martin Whitman might see a lagging policy in mid-term shareholder returns.

Below 50% of AVGO's 38.00%. Michael Burry suspects the firm invests elsewhere or can’t match the competitor’s dividend policy.

AR growth well above AVGO's 73.85%. Michael Burry fears inflated revenue or higher default risk in the near future.

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

We have a declining book value while AVGO shows 2.77%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.

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

R&D growth drastically higher vs. AVGO's 0.85%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.