Texas Instruments Incorporated (TXN)

Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.

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

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 reduction more than 1.5x MRVL's 0.48%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.

Both companies cut dividends. Martin Whitman would look for a common factor, such as cyclical downturn or liquidity constraints.

Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.

Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.

10Y revenue/share CAGR above 1.5x MRVL's 19.04%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.

Positive 5Y CAGR while MRVL is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.

Positive 3Y CAGR while MRVL is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.

Positive long-term OCF/share growth while MRVL is negative. John Neff would see a structural advantage in sustained cash generation.

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

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

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

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

Positive short-term CAGR while MRVL is negative. John Neff would see a clear advantage in near-term profit trajectory.

5Y equity/share CAGR above 1.5x MRVL's 5.00%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

Positive short-term equity growth while MRVL is negative. John Neff sees a strong advantage in near-term net worth buildup.

Dividend/share CAGR of 1145.59% while MRVL is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 193.66% while MRVL is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

Our short-term dividend growth is positive while MRVL cut theirs. John Neff views it as a comparative advantage in shareholder returns.

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

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

Both reduce assets yoy. Martin Whitman suspects a broader sector retraction or post-boom asset trimming cycle.

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

We expand SG&A while MRVL cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.