Texas Instruments Incorporated (TXN)

Positive revenue growth while MU is negative. John Neff might see a notable competitive edge here.

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

Positive EBIT growth while MU is negative. John Neff might see a substantial edge in operational management.

Positive operating income growth while MU is negative. John Neff might view this as a competitive edge in operations.

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

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

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

Share reduction while MU is at 0.16%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Reduced diluted shares while MU is at 0.16%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

Dividend growth of 0.53% 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.

FCF growth above 1.5x MU's 25.19%. David Dodd would verify if the firm’s strategic investments yield superior returns.

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

5Y revenue/share CAGR above 1.5x MU's 31.26%. David Dodd would look for consistent product or market expansions fueling outperformance.

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

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

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

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

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

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

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

10Y equity/share CAGR above 1.5x MU's 54.48%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.

Positive 5Y equity/share CAGR while MU is negative. John Neff might see a clear edge in retaining earnings or managing capital better.

Dividend/share CAGR of 288.56% while MU is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 278.60% while MU is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 286.61% while MU is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

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

Inventory shrinking or stable vs. MU's 12.06%. David Dodd confirms the company’s supply-chain is more efficient if sales are unaffected.

Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.

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

Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.

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