Texas Instruments Incorporated (TXN)

Revenue growth above 1.5x QCOM's 7.08%. David Dodd would confirm if the firm has a unique advantage driving sales higher.

Gross profit growth above 1.5x QCOM's 2.67%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.

EBIT growth above 1.5x QCOM's 6.04%. David Dodd would confirm if core operations or niche positioning yield superior profitability.

Operating income growth above 1.5x QCOM's 6.04%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.

Net income growth 1.25-1.5x QCOM's 15.62%. Bruce Berkowitz would see if strategic cost cutting or product mix explains this difference.

EPS growth 1.25-1.5x QCOM's 15.69%. Bruce Berkowitz would check if strategic initiatives like cost cutting or better capital management explain the difference.

Diluted EPS growth 1.25-1.5x QCOM's 16.00%. Bruce Berkowitz would verify if strategic moves (e.g., targeted acquisitions, cost cuts) explain the edge.

Share reduction while QCOM is at 0.07%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Reduced diluted shares while QCOM is at 0.13%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

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.

5Y revenue/share CAGR 1.25-1.5x QCOM's 34.72%. Bruce Berkowitz would verify if cost efficiency or pricing power supports this advantage.

Positive 3Y CAGR while QCOM is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.

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.

Net income/share CAGR above 1.5x QCOM's 22.62% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.

Positive 5Y CAGR while QCOM is negative. John Neff might view this as a strong mid-term relative advantage.

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

Positive short-term equity growth while QCOM is negative. John Neff sees a strong advantage in near-term net worth buildup.

10Y dividend/share CAGR above 1.5x QCOM's 307.54%. David Dodd checks if the firm's robust cash flows justify outpacing the competitor's increases.

5Y dividend/share CAGR 1.25-1.5x QCOM's 128.28%. Bruce Berkowitz verifies that high dividend hikes remain sustainable, not a sign of over-distribution.

3Y dividend/share CAGR above 1.5x QCOM's 36.13%. David Dodd sees a superior short-term capital return strategy if supported by stable earnings.

Our AR growth while QCOM is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.

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

No Data available this quarter, please select a different quarter.

Our R&D shrinks while QCOM invests at 0.36%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.

We cut SG&A while QCOM invests at 15.45%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.