Texas Instruments Incorporated (TXN)

Revenue growth 1.25-1.5x MCHP's 11.09%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.

Gross profit growth 1.25-1.5x MCHP's 12.12%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.

EBIT growth 1.25-1.5x MCHP's 14.56%. Bruce Berkowitz would verify if strategic initiatives are driving this edge.

Operating income growth 1.25-1.5x MCHP's 14.56%. Bruce Berkowitz would see if strategic measures (e.g., cost cutting, product mix) are succeeding.

Net income growth above 1.5x MCHP's 13.33%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.

EPS growth of 20.00% while MCHP is zero. Bruce Berkowitz would see if minimal gains can accelerate over time.

Diluted EPS growth of 20.00% while MCHP is zero. Bruce Berkowitz would see if minimal gains can be scaled further for a bigger lead.

Share reduction more than 1.5x MCHP's 13.33%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.

Diluted share reduction more than 1.5x MCHP's 13.33%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.

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

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

10Y revenue/share CAGR above 1.5x MCHP's 15.65%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.

5Y revenue/share CAGR above 1.5x MCHP's 15.65%. David Dodd would look for consistent product or market expansions fueling outperformance.

3Y revenue/share CAGR above 1.5x MCHP's 15.65%. David Dodd would confirm if there's an emerging competitive moat driving recent gains.

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

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

Net income/share CAGR above 1.5x MCHP's 75.00% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.

5Y net income/share CAGR above 1.5x MCHP's 75.00%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.

3Y net income/share CAGR above 1.5x MCHP's 75.00%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.

Dividend/share CAGR of 47.43% while MCHP is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

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

Inventory shrinking or stable vs. MCHP's 19.65%. David Dodd confirms the company’s supply-chain is more efficient if sales are unaffected.

Asset growth 1.25-1.5x MCHP's 5.92%. Bruce Berkowitz sees if the firm's investments effectively outpace the competitor in future returns.

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

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

R&D dropping or stable vs. MCHP's 15.56%. David Dodd sees near-term margin benefits if the product pipeline is already strong.