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.

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.

Dividend growth of 31.32% 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.

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

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.

Positive long-term OCF/share growth while NXPI is negative. John Neff would see a structural advantage in sustained cash generation.

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

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

Net income/share CAGR above 1.5x NXPI's 57.76% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.

3Y net income/share CAGR above 1.5x NXPI's 57.76%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.

10Y equity/share CAGR above 1.5x NXPI's 7.45%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.

5Y equity/share CAGR above 1.5x NXPI's 7.45%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

3Y equity/share CAGR above 1.5x NXPI's 7.45%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.

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

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

3Y dividend/share CAGR of 54.35% while NXPI is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

Firm’s AR is declining while NXPI shows 7.40%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.

Inventory is declining while NXPI stands at 1.31%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.

Both reduce assets yoy. Martin Whitman suspects a broader sector retraction or post-boom asset trimming cycle.

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

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