Texas Instruments Incorporated (TXN)

Revenue growth 1.25-1.5x LSCC's 4.15%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.

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

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.

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

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

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

Share reduction while LSCC is at 4.87%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Reduced diluted shares while LSCC is at 0.62%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

5Y revenue/share CAGR above 1.5x LSCC's 12.43%. David Dodd would look for consistent product or market expansions fueling outperformance.

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

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

3Y net income/share CAGR above 1.5x LSCC's 46.76%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.

Positive growth while LSCC is negative. John Neff might see a strong advantage in steadily compounding net worth over a decade.

Positive 5Y equity/share CAGR while LSCC is negative. John Neff might see a clear edge in retaining earnings or managing capital better.

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 520.27% while LSCC is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 121.41% while LSCC is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 81.19% while LSCC is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

AR growth is negative/stable vs. LSCC's 16.40%, indicating tighter credit discipline. David Dodd confirms it doesn't hamper actual sales.

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

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 have some new debt while LSCC reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.

Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.

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.