Texas Instruments Incorporated (TXN)

Revenue growth above 1.5x LSCC's 2.17%. David Dodd would confirm if the firm has a unique advantage driving sales higher.

Gross profit growth above 1.5x LSCC's 1.45%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.

Positive EBIT growth while LSCC is negative. John Neff might see a substantial edge in operational management.

Positive operating income growth while LSCC is negative. John Neff might view this as a competitive edge in operations.

Net income growth above 1.5x LSCC's 25.04%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.

EPS growth above 1.5x LSCC's 25.03%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.

Diluted EPS growth above 1.5x LSCC's 25.03%. David Dodd would see if there's a robust moat protecting these shareholder gains.

Share reduction while LSCC is at 0.01%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Reduced diluted shares while LSCC is at 0.01%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

FCF growth 1.25-1.5x LSCC's 100.92%. Bruce Berkowitz would see if capex decisions or cost controls create a cash flow advantage.

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

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

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.

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

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.

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

3Y net income/share CAGR above 1.5x LSCC's 3.19%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.

10Y equity/share CAGR above 1.5x LSCC's 106.92%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.

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 63.48% while LSCC is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 26.48% while LSCC is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 9.16% while LSCC is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

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

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

We cut SG&A while LSCC invests at 14.65%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.