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.

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 of 98.97% 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 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.

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.

Dividend/share CAGR of 271.51% while QRVO is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Stable or rising mid-term dividends while QRVO is cutting. John Neff sees an edge in consistent payouts vs. the competitor.

3Y dividend/share CAGR of 281.54% while QRVO is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

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.

Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.

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