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.
6.35%
Revenue growth similar to QCOM's 6.89%. Walter Schloss would see if both companies share industry tailwinds.
8.67%
Gross profit growth above 1.5x QCOM's 4.66%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
19.59%
EBIT growth above 1.5x QCOM's 4.27%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
19.65%
Operating income growth above 1.5x QCOM's 4.27%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
20.94%
Net income growth 1.25-1.5x QCOM's 14.24%. Bruce Berkowitz would see if strategic cost cutting or product mix explains this difference.
22.22%
EPS growth above 1.5x QCOM's 14.66%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
22.58%
Diluted EPS growth above 1.5x QCOM's 14.91%. David Dodd would see if there's a robust moat protecting these shareholder gains.
-1.03%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-1.10%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
-0.21%
Dividend reduction while QCOM stands at 20.22%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.
78.45%
OCF growth above 1.5x QCOM's 47.35%. David Dodd would confirm a clear edge in underlying cash generation.
84.17%
FCF growth 75-90% of QCOM's 104.97%. Bill Ackman might push for improved capital allocation or operational changes to match the competitor.
75.81%
10Y revenue/share CAGR under 50% of QCOM's 389.24%. Michael Burry would suspect a lasting competitive disadvantage.
43.93%
5Y revenue/share CAGR under 50% of QCOM's 143.26%. Michael Burry would suspect a significant competitive gap or product weakness.
9.01%
3Y revenue/share CAGR under 50% of QCOM's 86.74%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
139.61%
10Y OCF/share CAGR under 50% of QCOM's 482.56%. Michael Burry would worry about a persistent underperformance in cash creation.
96.33%
5Y OCF/share CAGR at 50-75% of QCOM's 141.96%. Martin Whitman would question if the firm lags in monetizing revenue effectively.
31.16%
3Y OCF/share CAGR under 50% of QCOM's 110.22%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
139.45%
Below 50% of QCOM's 343.35%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
81.78%
Below 50% of QCOM's 198.79%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
48.33%
Below 50% of QCOM's 114.95%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
32.52%
Below 50% of QCOM's 308.89%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
31.35%
Below 50% of QCOM's 103.98%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
2.49%
Below 50% of QCOM's 46.77%. Michael Burry suspects a serious short-term disadvantage in building book value.
1346.20%
10Y dividend/share CAGR above 1.5x QCOM's 738.50%. David Dodd checks if the firm's robust cash flows justify outpacing the competitor's increases.
173.68%
5Y dividend/share CAGR 1.25-1.5x QCOM's 146.34%. Bruce Berkowitz verifies that high dividend hikes remain sustainable, not a sign of over-distribution.
132.62%
3Y dividend/share CAGR 1.25-1.5x QCOM's 94.95%. Bruce Berkowitz checks if the company's short-term profits or payout policy justify these higher hikes.
-3.27%
Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.
0.40%
Inventory shrinking or stable vs. QCOM's 3.31%. David Dodd confirms the company’s supply-chain is more efficient if sales are unaffected.
0.51%
Asset growth at 50-75% of QCOM's 1.00%. Martin Whitman questions if the firm is lagging expansions or if the competitor invests more aggressively.
1.09%
50-75% of QCOM's 1.70%. Martin Whitman suspects weaker earnings or capital allocation vs. the competitor.
-0.06%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
-4.87%
Our R&D shrinks while QCOM invests at 5.38%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
-1.91%
We cut SG&A while QCOM invests at 7.98%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.