Texas Instruments Incorporated (TXN)

Revenue growth above 1.5x INTC's 0.86%. David Dodd would confirm if the firm has a unique advantage driving sales higher.

Positive gross profit growth while INTC is negative. John Neff would see a clear operational edge over the competitor.

Positive net income growth while INTC is negative. John Neff might see a big relative performance advantage.

Positive EPS growth while INTC is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.

Positive diluted EPS growth while INTC is negative. John Neff might view this as a strong relative advantage in controlling dilution.

Share reduction more than 1.5x INTC's 0.59%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.

Diluted share reduction more than 1.5x INTC's 0.59%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.

FCF growth above 1.5x INTC's 52.87%. David Dodd would verify if the firm’s strategic investments yield superior returns.

10Y revenue/share CAGR above 1.5x INTC's 8.31%. 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.

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 INTC is negative. John Neff would see a structural advantage in sustained cash generation.

Both show negative mid-term OCF/share growth. Martin Whitman might suspect a challenged environment or large capital demands for both.

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

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

Both exhibit negative net income/share growth over five years. Martin Whitman would suspect a challenging environment for the entire niche.

Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.

5Y equity/share CAGR above 1.5x INTC's 60.92%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

3Y equity/share CAGR above 1.5x INTC's 28.33%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.

Stable or rising dividend while INTC is cutting. John Neff sees a strong advantage in consistent shareholder returns vs. a struggling peer.

Stable or rising mid-term dividends while INTC is cutting. John Neff sees an edge in consistent payouts vs. the competitor.

Our short-term dividend growth is positive while INTC cut theirs. John Neff views it as a comparative advantage in shareholder returns.

Our AR growth while INTC is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.

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

We’re deleveraging while INTC stands at 1.10%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.

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.