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 0.26%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Reduced diluted shares while MU is at 0.26%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

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 1.25-1.5x MU's 75.67%. Bruce Berkowitz would verify if cost efficiency or pricing power supports this advantage.

3Y revenue/share CAGR above 1.5x MU's 1.93%. David Dodd would confirm if there's an emerging competitive moat driving recent gains.

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

5Y OCF/share CAGR above 1.5x MU's 117.05%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.

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

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

5Y net income/share CAGR above 1.5x MU's 34.97%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.

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 9.05%. 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 373.82% while MU is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 352.76% while MU is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 296.48% while MU is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

Firm’s AR is declining while MU shows 7.34%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.

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

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.

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

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.