Texas Instruments Incorporated (TXN)

Negative revenue growth while NXPI stands at 3.21%. Joel Greenblatt would look for strategic missteps or cyclical reasons.

Negative gross profit growth while NXPI is at 0.13%. Joel Greenblatt would examine cost competitiveness or demand decline.

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 firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.

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

OCF growth at 75-90% of NXPI's 37.88%. Bill Ackman would demand better working capital management or cost discipline.

FCF growth 75-90% of NXPI's 94.26%. Bill Ackman might push for improved capital allocation or operational changes to match the competitor.

Negative 10Y revenue/share CAGR while NXPI stands at 79.10%. Joel Greenblatt would question if the company is failing to keep pace with industry changes.

Negative 5Y CAGR while NXPI stands at 77.31%. Joel Greenblatt would push for a turnaround plan or reevaluation of the company’s product line.

Both firms have negative 3Y CAGR. Martin Whitman would wonder if the entire market segment is in short-term retreat.

10Y OCF/share CAGR at 75-90% of NXPI's 104.58%. Bill Ackman would demand strategic changes to close the gap in long-term cash generation.

Below 50% of NXPI's 107.18%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.

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

Negative 10Y net income/share CAGR while NXPI is at 36.73%. Joel Greenblatt sees a major red flag in long-term profit erosion.

Negative 5Y net income/share CAGR while NXPI is 328.95%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.

Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.

Below 50% of NXPI's 1254.96%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.

3Y equity/share CAGR at 50-75% of NXPI's 42.98%. Martin Whitman sees a short-term lag in net worth creation vs. the competitor.

Below 50% of NXPI's 169.49%. Michael Burry worries the firm returns far less capital to shareholders over 5 years.

3Y dividend/share CAGR at 50-75% of NXPI's 20.43%. Martin Whitman might see a weaker short-term approach to distributing cash.

Negative asset growth while NXPI invests at 0.28%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.

Under 50% of NXPI's 3.20%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.

Both reduce SG&A yoy. Martin Whitman sees a cost war or cyclical slowdown forcing overhead cuts.