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.

Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.

Dividend growth of 31.32% while MU is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.

Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.

Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.

5Y revenue/share CAGR above 1.5x MU's 13.13%. David Dodd would look for consistent product or market expansions fueling outperformance.

3Y revenue/share CAGR above 1.5x MU's 15.03%. David Dodd would confirm if there's an emerging competitive moat driving recent gains.

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

Net income/share CAGR above 1.5x MU's 85.87% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.

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

3Y net income/share CAGR above 1.5x MU's 69.43%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.

Positive growth while MU is negative. John Neff might see a strong advantage in steadily compounding net worth over a decade.

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

3Y equity/share CAGR above 1.5x MU's 6.78%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.

Dividend/share CAGR of 655.09% while MU is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 330.01% while MU is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 54.35% 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 0.13%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.

Inventory is declining while MU stands at 0.58%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.

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

We’re deleveraging while MU stands at 27.29%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.

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