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.

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.

Share reduction more than 1.5x INTC's 0.51%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.

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Maintaining or increasing dividends while INTC cut them. John Neff might see a strong edge in shareholder returns.

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.

10Y revenue/share CAGR above 1.5x INTC's 10.92%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.

Positive 5Y CAGR while INTC is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.

Positive 3Y CAGR while INTC is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.

Positive long-term OCF/share growth while INTC is negative. John Neff would see a structural advantage in sustained cash generation.

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

Positive 3Y OCF/share CAGR while INTC is negative. John Neff might see a big short-term edge in operational efficiency.

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

Positive 5Y CAGR while INTC is negative. John Neff might view this as a strong mid-term relative advantage.

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

3Y equity/share CAGR above 1.5x INTC's 31.89%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.

10Y dividend/share CAGR above 1.5x INTC's 61.67%. David Dodd checks if the firm's robust cash flows justify outpacing the competitor's increases.

5Y dividend/share CAGR above 1.5x INTC's 21.52%. David Dodd checks if the firm's mid-term cash flows justify a faster dividend growth rate.

3Y dividend/share CAGR above 1.5x INTC's 10.28%. David Dodd sees a superior short-term capital return strategy if supported by stable earnings.

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

We show growth while INTC is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.

Asset growth above 1.5x INTC's 1.76%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.

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

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

We expand SG&A while INTC cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.