Texas Instruments Incorporated (TXN)

Positive revenue growth while INTC is negative. John Neff might see a notable competitive edge here.

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 while INTC is at 0.56%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Reduced diluted shares while INTC is at 0.56%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

Dividend growth of 0.06% while INTC is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.

Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.

10Y revenue/share CAGR above 1.5x INTC's 8.19%. 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.

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

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.

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

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 28.33%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

Positive short-term equity growth while INTC is negative. John Neff sees a strong advantage in near-term net worth buildup.

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’re deleveraging while INTC stands at 0.28%. 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.