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.

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.

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.

Maintaining or increasing dividends while QCOM cut them. John Neff might see a strong edge in shareholder returns.

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.

5Y revenue/share CAGR above 1.5x QCOM's 0.60%. David Dodd would look for consistent product or market expansions fueling outperformance.

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

10Y OCF/share CAGR above 1.5x QCOM's 29.20%. David Dodd would check if a superior product mix or cost edge drives this outperformance.

5Y OCF/share CAGR above 1.5x QCOM's 5.99%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.

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

Positive 10Y CAGR while QCOM is negative. John Neff might see a substantial advantage in bottom-line trajectory.

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 growth while QCOM is negative. John Neff might see a strong advantage in steadily compounding net worth over a decade.

Both show negative equity/share growth mid-term. Martin Whitman suspects cyclical or structural challenges for each company.

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

10Y dividend/share CAGR above 1.5x QCOM's 249.46%. David Dodd checks if the firm's robust cash flows justify outpacing the competitor's increases.

5Y dividend/share CAGR above 1.5x QCOM's 41.64%. David Dodd checks if the firm's mid-term cash flows justify a faster dividend growth rate.

3Y dividend/share CAGR above 1.5x QCOM's 12.11%. David Dodd sees a superior short-term capital return strategy if supported by stable earnings.

Firm’s AR is declining while QCOM shows 3.39%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.

Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.

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

Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.

Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.

R&D dropping or stable vs. QCOM's 4.42%. David Dodd sees near-term margin benefits if the product pipeline is already strong.