Texas Instruments Incorporated (TXN)

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

Positive gross profit growth while QRVO is negative. John Neff would see a clear operational edge over the competitor.

EBIT growth above 1.5x QRVO's 810.08%. David Dodd would confirm if core operations or niche positioning yield superior profitability.

Operating income growth above 1.5x QRVO's 6.61%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.

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

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.

Slight or no buybacks while QRVO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.

Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.

Dividend growth of 4.28% while QRVO is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.

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

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

5Y revenue/share CAGR 1.25-1.5x QRVO's 27.97%. Bruce Berkowitz would verify if cost efficiency or pricing power supports this advantage.

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

5Y OCF/share CAGR above 1.5x QRVO's 5.08%. 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 QRVO is negative. John Neff might see a big short-term edge in operational efficiency.

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

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

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

Positive 5Y equity/share CAGR while QRVO is negative. John Neff might see a clear edge in retaining earnings or managing capital better.

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

Both lowered dividends mid-term. Martin Whitman might suspect broad sector constraints or strategic shifts from dividends.

Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.

We show growth while QRVO is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.

Asset growth above 1.5x QRVO's 1.09%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.

BV/share growth above 1.5x QRVO's 3.14%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.

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

SG&A declining or stable vs. QRVO's 19.11%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.