Texas Instruments Incorporated (TXN)

Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.

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.

Positive operating income growth while NXPI is negative. John Neff might view this as a competitive edge in operations.

Positive net income growth while NXPI is negative. John Neff might see a big relative performance advantage.

Positive EPS growth while NXPI is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.

Positive diluted EPS growth while NXPI is negative. John Neff might view this as a strong relative advantage in controlling dilution.

Share reduction while NXPI is at 5.17%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Reduced diluted shares while NXPI is at 4.53%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

Dividend growth of 8.09% while NXPI 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.

Positive FCF growth while NXPI is negative. John Neff would see a strong competitive edge in net cash generation.

Positive 10Y revenue/share CAGR while NXPI is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.

Positive 5Y CAGR while NXPI is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.

Positive 3Y CAGR while NXPI is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.

Net income/share CAGR above 1.5x NXPI's 72.93% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.

5Y net income/share CAGR 1.25-1.5x NXPI's 72.93%. Bruce Berkowitz would check if a better product mix or cost discipline explains the gap.

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

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

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

Dividend/share CAGR of 511.63% while NXPI is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 336.24% while NXPI is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 29.79% while NXPI is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

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

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

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Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.

We cut SG&A while NXPI invests at 3.48%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.