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 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.

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

Dividend growth of 4.88% while QRVO is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.

Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.

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 50.50%. Bruce Berkowitz would investigate brand strength or geographical expansion fueling growth.

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

Both show negative mid-term OCF/share growth. Martin Whitman might suspect a challenged environment or large capital demands for both.

Both face negative short-term OCF/share growth. Martin Whitman would suspect macro or cyclical issues hitting them both.

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

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

Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.

5Y equity/share CAGR above 1.5x QRVO's 4.08%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

3Y equity/share CAGR above 1.5x QRVO's 5.06%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.

Dividend/share CAGR of 333.29% while QRVO is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 68.41% while QRVO is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 27.57% while QRVO is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

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.

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

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

Our R&D shrinks while QRVO invests at 9.48%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.

We cut SG&A while QRVO invests at 8.77%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.