Texas Instruments Incorporated (TXN)

Negative revenue growth while MPWR stands at 0.85%. Joel Greenblatt would look for strategic missteps or cyclical reasons.

Negative gross profit growth while MPWR is at 0.52%. 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.

Diluted share count expanding well above MPWR's 0.10%. Michael Burry would fear significant dilution to existing owners' stakes.

Negative OCF growth while MPWR is at 61.79%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.

Negative FCF growth while MPWR is at 66.34%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.

10Y revenue/share CAGR under 50% of MPWR's 503.03%. Michael Burry would suspect a lasting competitive disadvantage.

5Y revenue/share CAGR under 50% of MPWR's 184.71%. Michael Burry would suspect a significant competitive gap or product weakness.

Negative 3Y CAGR while MPWR stands at 68.34%. Joel Greenblatt would look for missteps or fading competitiveness that hurt sales.

10Y OCF/share CAGR under 50% of MPWR's 1537.10%. Michael Burry would worry about a persistent underperformance in cash creation.

Negative 5Y OCF/share CAGR while MPWR is at 461.41%. Joel Greenblatt would question the firm’s operational model or cost structure.

Negative 3Y OCF/share CAGR while MPWR stands at 201.14%. Joel Greenblatt would demand an urgent turnaround in the firm’s cost or revenue drivers.

Below 50% of MPWR's 711.70%. 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 210.69%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.

Negative 3Y CAGR while MPWR is 90.63%. Joel Greenblatt might call for a short-term turnaround strategy or cost realignment.

Below 50% of MPWR's 399.54%. 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 MPWR's 173.10%. Martin Whitman would question a shortfall in capital accumulation vs. the competitor.

3Y equity/share CAGR at 50-75% of MPWR's 93.55%. Martin Whitman sees a short-term lag in net worth creation vs. the competitor.

Below 50% of MPWR's 241.32%. Michael Burry worries the firm returns far less capital to shareholders over 5 years.

Below 50% of MPWR's 97.54%. Michael Burry suspects the firm invests elsewhere or can’t match the competitor’s dividend policy.

Inventory growth well above MPWR's 3.20%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.

Under 50% of MPWR's 1.62%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.

Debt growth far above MPWR's 8.73%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.

R&D growth drastically higher vs. MPWR's 6.34%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.