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.

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Dividend growth of 22.65% while LSCC is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.

Positive OCF growth while LSCC is negative. John Neff would see this as a clear operational advantage vs. the competitor.

Positive FCF growth while LSCC is negative. John Neff would see a strong competitive edge in net cash generation.

Both companies have negative long-term revenue/share growth. Martin Whitman would question if the entire market or product set is shrinking.

5Y CAGR of 16.81% while LSCC is zero. Bruce Berkowitz would see if small improvements can scale into a larger advantage.

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

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

OCF/share CAGR of 34.06% while LSCC is zero. Bruce Berkowitz would see if modest momentum can translate into a bigger competitive lead.

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

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

Net income/share CAGR of 7.41% while LSCC is zero. Bruce Berkowitz would see if small mid-term gains can develop into a bigger lead.

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

10Y equity/share CAGR above 1.5x LSCC's 143.44%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.

Equity/share CAGR of 41.08% while LSCC is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.

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

Dividend/share CAGR of 64.52% while LSCC is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 29.35% while LSCC is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 13.43% while LSCC is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

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

Positive asset growth while LSCC is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.

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

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

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