Texas Instruments Incorporated (TXN)

Revenue growth above 1.5x ON's 3.20%. David Dodd would confirm if the firm has a unique advantage driving sales higher.

Gross profit growth 1.25-1.5x ON's 30.58%. Bruce Berkowitz would see if strategic sourcing or brand premium explains outperformance.

EBIT growth above 1.5x ON's 190.77%. David Dodd would confirm if core operations or niche positioning yield superior profitability.

Operating income growth above 1.5x ON's 190.77%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.

Net income growth above 1.5x ON's 36.40%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.

EPS growth above 1.5x ON's 37.93%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.

Diluted EPS growth above 1.5x ON's 37.93%. David Dodd would see if there's a robust moat protecting these shareholder gains.

No Data available this quarter, please select a different quarter.

No Data available this quarter, please select a different quarter.

Dividend growth of 18.11% while ON is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.

Both companies have negative long-term revenue/share growth. Martin Whitman would question if the entire market or product set is shrinking.

Both face negative 5Y revenue/share CAGR. Martin Whitman would suspect macro headwinds or obsolete product offerings across the niche.

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

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

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

Both face negative decade-long net income/share CAGR. Martin Whitman would suspect a shrinking or highly disrupted sector.

Both exhibit negative net income/share growth over five years. Martin Whitman would suspect a challenging environment for the entire niche.

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

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

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

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

Dividend/share CAGR of 15.92% while ON is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 6.77% while ON is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 8.43% while ON is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

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

We show growth while ON is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.

Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.

No Data available this quarter, please select a different quarter.

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

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