NVIDIA Corporation (NVDA)

Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.

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

Positive EBIT growth while AMD is negative. John Neff might see a substantial edge in operational management.

Positive operating income growth while AMD is negative. John Neff might view this as a competitive edge in operations.

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

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

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

Share reduction more than 1.5x AMD's 4.41%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.

Diluted share reduction more than 1.5x AMD's 0.98%. David Dodd would validate if the company is aggressively retiring shares or limiting option exercises.

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.

10Y revenue/share CAGR above 1.5x AMD's 49.23%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.

Positive 5Y CAGR while AMD is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.

10Y OCF/share CAGR above 1.5x AMD's 579.21%. David Dodd would check if a superior product mix or cost edge drives this outperformance.

3Y OCF/share CAGR above 1.5x AMD's 1190.42%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.

Net income/share CAGR above 1.5x AMD's 243.07% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.

5Y net income/share CAGR above 1.5x AMD's 248.85%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.

3Y net income/share CAGR above 1.5x AMD's 145.33%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.

10Y equity/share CAGR above 1.5x AMD's 30.80%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.

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

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

Inventory is declining while AMD stands at 20.19%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.

Asset growth above 1.5x AMD's 0.12%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.

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

We’re deleveraging while AMD stands at 5.16%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.

Our R&D shrinks while AMD invests at 5.49%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.

SG&A declining or stable vs. AMD's 20.89%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.