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.

Negative EPS growth while ON is at 2.56%. Joel Greenblatt would expect urgent managerial action on costs or revenue drivers.

Negative diluted EPS growth while ON is at 2.63%. Joel Greenblatt would require immediate efforts to restrain share issuance or boost net income.

Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.

Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.

OCF growth under 50% of ON's 17.53%. Michael Burry might suspect questionable revenue recognition or rising costs.

FCF growth under 50% of ON's 24.88%. Michael Burry would suspect weaker operating efficiencies or heavier capex burdens.

10Y revenue/share CAGR at 50-75% of ON's 198.64%. Martin Whitman would question if the firm’s offerings lag behind the competitor.

5Y revenue/share CAGR under 50% of ON's 122.20%. Michael Burry would suspect a significant competitive gap or product weakness.

3Y revenue/share CAGR under 50% of ON's 76.99%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.

10Y OCF/share CAGR under 50% of ON's 403.42%. Michael Burry would worry about a persistent underperformance in cash creation.

Below 50% of ON's 251.85%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.

3Y OCF/share CAGR under 50% of ON's 164.99%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.

5Y net income/share CAGR at 50-75% of ON's 319.50%. Martin Whitman might see a shortfall in operational efficiency or brand power.

Below 50% of ON's 202.87%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.

Below 50% of ON's 353.74%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.

Negative 5Y equity/share growth while ON is at 129.44%. Joel Greenblatt sees the competitor building net worth while this firm loses ground.

Negative 3Y equity/share growth while ON is at 95.13%. Joel Greenblatt demands an urgent fix in capital structure or profitability vs. the competitor.

Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.

Inventory growth well above ON's 2.05%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.

Negative asset growth while ON invests at 2.40%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.

We have a declining book value while ON shows 1.77%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.

SG&A growth well above ON's 0.13%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.