Texas Instruments Incorporated (TXN)

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.

Slight or no buybacks while MU is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.

Slight or no buyback while MU is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.

Dividend growth of 0.42% while MU is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.

5Y revenue/share CAGR above 1.5x MU's 6.76%. David Dodd would look for consistent product or market expansions fueling outperformance.

3Y revenue/share CAGR above 1.5x MU's 17.46%. 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.

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.

Net income/share CAGR above 1.5x MU's 57.06% 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 79.13%. 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 18.84%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.

Dividend/share CAGR of 776.07% while MU is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 324.16% while MU is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

Our short-term dividend growth is positive while MU cut theirs. John Neff views it as a comparative advantage in shareholder returns.

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.

We’re deleveraging while MU stands at 5.90%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.

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.