Texas Instruments Incorporated (TXN)

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

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

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.

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 0.06%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Reduced diluted shares while MU is at 0.06%. 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 above 1.5x MU's 36.09%. 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.

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

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 1.35%. 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 28.71%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.

5Y equity/share CAGR above 1.5x MU's 0.01%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

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

Dividend/share CAGR of 373.94% while MU is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 367.18% while MU is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 298.29% 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.

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

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 10.43%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.

We cut SG&A while MU invests at 7.14%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.