Texas Instruments Incorporated (TXN)

Negative revenue growth while MCHP stands at 11.77%. Joel Greenblatt would look for strategic missteps or cyclical reasons.

Negative gross profit growth while MCHP is at 13.55%. Joel Greenblatt would examine cost competitiveness or demand decline.

Negative EBIT growth while MCHP is at 14.36%. Joel Greenblatt would demand a turnaround plan focusing on core profitability.

Negative operating income growth while MCHP is at 16.62%. Joel Greenblatt would press for urgent turnaround measures.

Negative net income growth while MCHP stands at 9.74%. Joel Greenblatt would push for a reevaluation of cost or revenue strategies.

Negative EPS growth while MCHP is at 9.09%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.

Negative diluted EPS growth while MCHP is at 26.29%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.

Share count expansion well above MCHP's 0.43%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.

Diluted share count expanding well above MCHP's 0.21%. Michael Burry would fear significant dilution to existing owners' stakes.

Dividend reduction while MCHP stands at 0.00%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.

Negative 10Y revenue/share CAGR while MCHP stands at 284.51%. Joel Greenblatt would question if the company is failing to keep pace with industry changes.

Negative 5Y CAGR while MCHP stands at 146.26%. Joel Greenblatt would push for a turnaround plan or reevaluation of the company’s product line.

Negative 3Y CAGR while MCHP stands at 70.38%. Joel Greenblatt would look for missteps or fading competitiveness that hurt sales.

5Y OCF/share CAGR at 50-75% of MCHP's 293.24%. Martin Whitman would question if the firm lags in monetizing revenue effectively.

3Y OCF/share CAGR at 50-75% of MCHP's 115.14%. Martin Whitman would suspect weaker recent execution or product competitiveness.

Below 50% of MCHP's 799.32%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.

Negative 5Y net income/share CAGR while MCHP is 259.73%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.

Negative 3Y CAGR while MCHP is 140.00%. Joel Greenblatt might call for a short-term turnaround strategy or cost realignment.

Below 50% of MCHP's 952.87%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.

5Y equity/share CAGR at 50-75% of MCHP's 288.06%. Martin Whitman would question a shortfall in capital accumulation vs. the competitor.

3Y equity/share CAGR at 75-90% of MCHP's 105.51%. Bill Ackman pushes for margin or operational changes to match the competitor’s pace.

Cut dividends over 10 years while MCHP stands at 0.00%. Joel Greenblatt suspects a weaker ability to return capital vs. the competitor.

Negative 5Y dividend/share CAGR while MCHP stands at 0.00%. Joel Greenblatt sees a weaker commitment to dividends vs. a competitor that might be growing them.

Negative near-term dividend growth while MCHP invests at 0.00%. Joel Greenblatt sees a weaker short-term distribution policy unless justified by strategic spending.

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

Negative asset growth while MCHP invests at 9.19%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.

We have a declining book value while MCHP shows 10.51%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.

We’re deleveraging while MCHP stands at 0.00%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.

SG&A growth well above MCHP's 6.61%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.