Texas Instruments Incorporated (TXN)

Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.

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 while MU is at 0.27%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Reduced diluted shares while MU is at 0.28%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

Dividend growth of 3.93% while MU is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.

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

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

Both face negative 5Y revenue/share CAGR. Martin Whitman would suspect macro headwinds or obsolete product offerings across the niche.

Both firms have negative 3Y CAGR. Martin Whitman would wonder if the entire market segment is in short-term retreat.

10Y OCF/share CAGR above 1.5x MU's 54.04%. David Dodd would check if a superior product mix or cost edge drives this outperformance.

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

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

Both face negative decade-long net income/share CAGR. Martin Whitman would suspect a shrinking or highly disrupted sector.

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

Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.

5Y equity/share CAGR 1.25-1.5x MU's 60.02%. Bruce Berkowitz confirms if reinvested profits or buybacks explain the superior buildup.

Dividend/share CAGR of 31.76% while MU is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 1.27% while MU is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 11.94% while MU is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.

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

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

No Data available this quarter, please select a different quarter.

Our R&D shrinks while MU invests at 1.56%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.

We cut SG&A while MU invests at 24.22%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.