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.

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.

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

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

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

Slight or no buyback while QRVO is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.

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.

10Y revenue/share CAGR 1.25-1.5x QRVO's 95.48%. Bruce Berkowitz would investigate brand strength or geographical expansion fueling growth.

5Y revenue/share CAGR above 1.5x QRVO's 27.97%. David Dodd would look for consistent product or market expansions fueling outperformance.

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.

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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.

Dividend/share CAGR of 47.43% while QRVO is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

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

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

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.

We have some new debt while QRVO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.

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