PerformanceRiskValuationProfitabilityCashflowLiquidityESGRevenue & Geographic ExposureForecastFinancial GrowthIncome GrowthCashflow GrowthBalance Sheet Growth
Texas Instruments Incorporated (TXN)
205.980.01 (0.00%)
205.24 - 207.41
139.95 - 221.69
4.54M / 6.54M (Avg.)
37.59 | 5.48
Steady, sustainable growth is a hallmark of high-quality businesses. Value investors watch these metrics to confirm that the company's fundamental performance aligns with—or outpaces—its current market valuation.
10.36%
Revenue growth 1.25-1.5x ON's 7.23%. Bruce Berkowitz would check if differentiation or pricing power justifies outperformance.
17.05%
Gross profit growth above 1.5x ON's 8.85%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
41.52%
EBIT growth above 1.5x ON's 11.46%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
42.32%
Operating income growth above 1.5x ON's 11.46%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
40.25%
Net income growth at 50-75% of ON's 68.94%. Martin Whitman would question fundamental disadvantages in expenses or demand.
43.18%
EPS growth at 75-90% of ON's 53.85%. Bill Ackman would push for improved profitability or share repurchases to catch up.
40.91%
Diluted EPS growth at 75-90% of ON's 53.85%. Bill Ackman would expect further improvements in net income or share count reduction.
-0.93%
Share reduction while ON is at 0.16%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.91%
Reduced diluted shares while ON is at 0.00%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
0.31%
Dividend growth of 0.31% while ON is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.
67.75%
OCF growth at 50-75% of ON's 102.40%. Martin Whitman would question if the firm lags in monetizing sales effectively.
80.52%
FCF growth under 50% of ON's 277.94%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.
67.30%
10Y revenue/share CAGR above 1.5x ON's 30.45%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
58.50%
5Y revenue/share CAGR at 75-90% of ON's 72.12%. Bill Ackman would encourage strategies to match competitor’s pace.
2.76%
Positive 3Y CAGR while ON is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.
152.27%
10Y OCF/share CAGR above 1.5x ON's 64.57%. David Dodd would check if a superior product mix or cost edge drives this outperformance.
64.60%
Below 50% of ON's 148.01%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
32.57%
3Y OCF/share CAGR above 1.5x ON's 12.76%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
155.09%
Below 50% of ON's 1643.90%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
210.77%
Below 50% of ON's 3091.60%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
9.70%
Below 50% of ON's 177.52%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
38.59%
Below 50% of ON's 297.61%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
34.39%
Below 50% of ON's 80.30%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
3.61%
3Y equity/share CAGR similar to ON's 3.91%. Walter Schloss sees both having parallel profitability or reinvestment over 3 years.
1337.84%
Stable or rising dividend while ON is cutting. John Neff sees a strong advantage in consistent shareholder returns vs. a struggling peer.
174.90%
Dividend/share CAGR of 174.90% while ON is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
132.42%
3Y dividend/share CAGR of 132.42% while ON is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
12.69%
AR growth well above ON's 4.84%. Michael Burry fears inflated revenue or higher default risk in the near future.
1.75%
Inventory growth well above ON's 3.05%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
-5.94%
Negative asset growth while ON invests at 4.01%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.
-0.53%
We have a declining book value while ON shows 6.30%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.
-17.76%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
-4.64%
Our R&D shrinks while ON invests at 7.81%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
-1.46%
We cut SG&A while ON invests at 8.43%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.