NVIDIA Corporation (NVDA)

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 negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.

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.

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 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 INTC's 105.84%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.

5Y revenue/share CAGR above 1.5x INTC's 67.15%. David Dodd would look for consistent product or market expansions fueling outperformance.

3Y revenue/share CAGR 1.25-1.5x INTC's 41.11%. Bruce Berkowitz might see better product or regional expansions than the competitor.

10Y OCF/share CAGR above 1.5x INTC's 85.83%. David Dodd would check if a superior product mix or cost edge drives this outperformance.

5Y OCF/share CAGR above 1.5x INTC's 59.28%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.

3Y OCF/share CAGR above 1.5x INTC's 1.74%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.

Net income/share CAGR above 1.5x INTC's 42.97% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.

5Y net income/share CAGR above 1.5x INTC's 91.25%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.

Positive short-term CAGR while INTC is negative. John Neff would see a clear advantage in near-term profit trajectory.

10Y equity/share CAGR above 1.5x INTC's 126.56%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.

5Y equity/share CAGR above 1.5x INTC's 51.88%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

3Y equity/share CAGR above 1.5x INTC's 31.07%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.

5Y dividend/share CAGR above 1.5x INTC's 33.77%. David Dodd checks if the firm's mid-term cash flows justify a faster dividend growth rate.

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

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

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

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.