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 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.

Share change of 0.22% while ON is at zero. Bruce Berkowitz would see if slight buybacks (or dilution) matter in the bigger picture.

Dividend reduction while ON stands at 0.00%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.

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.

10Y revenue/share CAGR under 50% of ON's 171.23%. Michael Burry would suspect a lasting competitive disadvantage.

5Y revenue/share CAGR under 50% of ON's 28.84%. Michael Burry would suspect a significant competitive gap or product weakness.

Negative 3Y CAGR while ON stands at 21.40%. Joel Greenblatt would look for missteps or fading competitiveness that hurt sales.

10Y OCF/share CAGR under 50% of ON's 584.95%. Michael Burry would worry about a persistent underperformance in cash creation.

Negative 5Y OCF/share CAGR while ON is at 246.10%. Joel Greenblatt would question the firm’s operational model or cost structure.

Negative 3Y OCF/share CAGR while ON stands at 120.40%. Joel Greenblatt would demand an urgent turnaround in the firm’s cost or revenue drivers.

Below 50% of ON's 736.65%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.

Negative 5Y net income/share CAGR while ON is 280.79%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.

Negative 3Y CAGR while ON is 386.59%. Joel Greenblatt might call for a short-term turnaround strategy or cost realignment.

Below 50% of ON's 454.60%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.

5Y equity/share CAGR at 50-75% of ON's 143.63%. Martin Whitman would question a shortfall in capital accumulation vs. the competitor.

3Y equity/share CAGR at 50-75% of ON's 116.14%. Martin Whitman sees a short-term lag in net worth creation 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 1.67%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.

Under 50% of ON's 4.38%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.

Debt growth far above ON's 0.02%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.

SG&A growth well above ON's 5.32%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.