Texas Instruments Incorporated (TXN)

Positive revenue growth while QCOM is negative. John Neff might see a notable competitive edge here.

Gross profit growth above 1.5x QCOM's 5.21%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.

Positive EBIT growth while QCOM is negative. John Neff might see a substantial edge in operational management.

Positive operating income growth while QCOM is negative. John Neff might view this as a competitive edge in operations.

Positive net income growth while QCOM is negative. John Neff might see a big relative performance advantage.

Positive EPS growth while QCOM is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.

Positive diluted EPS growth while QCOM is negative. John Neff might view this as a strong relative advantage in controlling dilution.

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.

Dividend growth above 1.5x QCOM's 0.02%. David Dodd would verify if the firm's cash flow is robust enough for these payouts.

Positive OCF growth while QCOM is negative. John Neff would see this as a clear operational advantage vs. the competitor.

Positive FCF growth while QCOM is negative. John Neff would see a strong competitive edge in net cash generation.

3Y revenue/share CAGR above 1.5x QCOM's 4.97%. David Dodd would confirm if there's an emerging competitive moat driving recent gains.

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

Positive OCF/share growth while QCOM is negative. John Neff might see a comparative advantage in operational cash viability.

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

5Y net income/share CAGR 1.25-1.5x QCOM's 29.60%. Bruce Berkowitz would check if a better product mix or cost discipline explains the gap.

Positive short-term CAGR while QCOM is negative. John Neff would see a clear advantage in near-term profit trajectory.

Both show negative short-term equity/share CAGR. Martin Whitman suspects an industry slump or unprofitable expansions for both players.

Dividend/share CAGR of 1158.01% while QCOM is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

5Y dividend/share CAGR 1.25-1.5x QCOM's 149.92%. Bruce Berkowitz verifies that high dividend hikes remain sustainable, not a sign of over-distribution.

AR growth is negative/stable vs. QCOM's 31.37%, indicating tighter credit discipline. David Dodd confirms it doesn't hamper actual sales.

Inventory shrinking or stable vs. QCOM's 17.35%. David Dodd confirms the company’s supply-chain is more efficient if sales are unaffected.

Positive asset growth while QCOM is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.

Positive BV/share change while QCOM is negative. John Neff sees a clear edge over a competitor losing equity.

We’re deleveraging while QCOM stands at 9.06%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.

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

SG&A declining or stable vs. QCOM's 7.09%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.