NVIDIA Corporation (NVDA)

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

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

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

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

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

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

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

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

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

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 INTC's 112.25%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.

5Y revenue/share CAGR above 1.5x INTC's 46.59%. David Dodd would look for consistent product or market expansions fueling outperformance.

Positive long-term OCF/share growth while INTC is negative. John Neff would see a structural advantage in sustained cash generation.

Positive OCF/share growth while INTC is negative. John Neff might see a comparative advantage in operational cash viability.

Positive 3Y OCF/share CAGR while INTC is negative. John Neff might see a big short-term edge in operational efficiency.

Net income/share CAGR above 1.5x INTC's 4.11% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.

3Y net income/share CAGR above 1.5x INTC's 11.10%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.

10Y equity/share CAGR above 1.5x INTC's 206.91%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.

5Y equity/share CAGR above 1.5x INTC's 9.80%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

3Y equity/share CAGR above 1.5x INTC's 10.28%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.

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

Inventory is declining while INTC stands at 21.45%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.

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

BV/share growth above 1.5x INTC's 2.20%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.

We’re deleveraging while INTC stands at 3.40%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.

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

We expand SG&A while INTC cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.