Texas Instruments Incorporated (TXN)

Negative revenue growth while MPWR stands at 4.24%. Joel Greenblatt would look for strategic missteps or cyclical reasons.

Negative gross profit growth while MPWR is at 3.62%. Joel Greenblatt would examine cost competitiveness or demand decline.

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.

Share count expansion well above MPWR's 0.04%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.

Diluted share count expanding well above MPWR's 0.01%. Michael Burry would fear significant dilution to existing owners' stakes.

Dividend reduction while MPWR stands at 24.40%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.

Negative 10Y revenue/share CAGR while MPWR stands at 574.75%. Joel Greenblatt would question if the company is failing to keep pace with industry changes.

Negative 5Y CAGR while MPWR stands at 233.90%. Joel Greenblatt would push for a turnaround plan or reevaluation of the company’s product line.

Negative 3Y CAGR while MPWR stands at 40.56%. Joel Greenblatt would look for missteps or fading competitiveness that hurt sales.

Below 50% of MPWR's 1299.44%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.

Negative 5Y net income/share CAGR while MPWR is 314.73%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.

Negative 3Y CAGR while MPWR is 13.70%. Joel Greenblatt might call for a short-term turnaround strategy or cost realignment.

10Y equity/share CAGR at 50-75% of MPWR's 692.72%. Martin Whitman would note a lag in capital accumulation vs. the competitor.

5Y equity/share CAGR at 50-75% of MPWR's 274.92%. Martin Whitman would question a shortfall in capital accumulation vs. the competitor.

3Y equity/share CAGR at 50-75% of MPWR's 133.09%. Martin Whitman sees a short-term lag in net worth creation vs. the competitor.

Cut dividends over 10 years while MPWR stands at 673.26%. Joel Greenblatt suspects a weaker ability to return capital vs. the competitor.

Negative 5Y dividend/share CAGR while MPWR stands at 181.26%. Joel Greenblatt sees a weaker commitment to dividends vs. a competitor that might be growing them.

Negative near-term dividend growth while MPWR invests at 99.66%. 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 MPWR invests at 4.37%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.

We have a declining book value while MPWR shows 4.09%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.

SG&A growth well above MPWR's 13.82%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.