Texas Instruments Incorporated (TXN)

Revenue growth above 1.5x NXPI's 0.93%. David Dodd would confirm if the firm has a unique advantage driving sales higher.

Gross profit growth above 1.5x NXPI's 0.68%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.

Positive EBIT growth while NXPI is negative. John Neff might see a substantial edge in operational management.

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 0.13%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Reduced diluted shares while NXPI is at 0.04%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

Positive OCF growth while NXPI is negative. John Neff would see this as a clear operational advantage vs. the competitor.

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

5Y revenue/share CAGR 1.25-1.5x NXPI's 39.73%. Bruce Berkowitz would verify if cost efficiency or pricing power supports this advantage.

3Y revenue/share CAGR above 1.5x NXPI's 2.82%. David Dodd would confirm if there's an emerging competitive moat driving recent gains.

10Y OCF/share CAGR above 1.5x NXPI's 172.23%. David Dodd would check if a superior product mix or cost edge drives this outperformance.

5Y OCF/share CAGR above 1.5x NXPI's 82.58%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.

Positive 3Y OCF/share CAGR while NXPI is negative. John Neff might see a big short-term edge in operational efficiency.

Positive 10Y CAGR while NXPI is negative. John Neff might see a substantial advantage in bottom-line trajectory.

Positive 5Y CAGR while NXPI is negative. John Neff might view this as a strong mid-term relative advantage.

Positive short-term CAGR while NXPI is negative. John Neff would see a clear advantage in near-term profit trajectory.

Equity/share CAGR of 43.90% while NXPI is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.

Dividend/share CAGR of 520.27% while NXPI is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 121.41% while NXPI is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 81.19% while NXPI is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

Our AR growth while NXPI is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.

Inventory shrinking or stable vs. NXPI's 6.00%. David Dodd confirms the company’s supply-chain is more efficient if sales are unaffected.

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.

We have some new debt while NXPI reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.

Our R&D shrinks while NXPI invests at 2.82%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.

We expand SG&A while NXPI cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.