Texas Instruments Incorporated (TXN)

Revenue growth above 1.5x MRVL's 1.45%. David Dodd would confirm if the firm has a unique advantage driving sales higher.

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.

Positive net income growth while MRVL is negative. John Neff might see a big relative performance advantage.

Positive EPS growth while MRVL is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.

Positive diluted EPS growth while MRVL is negative. John Neff might view this as a strong relative advantage in controlling dilution.

Share reduction more than 1.5x MRVL's 0.49%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.

Diluted share reduction more than 1.5x MRVL's 0.49%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.

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

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

Positive 10Y revenue/share CAGR while MRVL is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.

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

Both face negative short-term OCF/share growth. Martin Whitman would suspect macro or cyclical issues hitting them both.

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

Both exhibit negative net income/share growth over five years. Martin Whitman would suspect a challenging environment for the entire niche.

5Y equity/share CAGR above 1.5x MRVL's 28.79%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

3Y equity/share CAGR 1.25-1.5x MRVL's 39.71%. Bruce Berkowitz confirms timely buybacks or margin improvements drive stronger near-term equity growth.

Stable or rising dividend while MRVL is cutting. John Neff sees a strong advantage in consistent shareholder returns vs. a struggling peer.

Stable or rising mid-term dividends while MRVL is cutting. John Neff sees an edge in consistent payouts vs. the competitor.

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

AR growth is negative/stable vs. MRVL's 20.81%, indicating tighter credit discipline. David Dodd confirms it doesn't hamper actual sales.

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

Positive asset growth while MRVL is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.

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

Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.

We increase R&D while MRVL cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.

SG&A declining or stable vs. MRVL's 5.53%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.