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 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 AMD is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.

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

Dividend growth of 0.66% while AMD is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.

Positive OCF growth while AMD is negative. John Neff would see this as a clear operational advantage vs. the competitor.

Positive FCF growth while AMD is negative. John Neff would see a strong competitive edge in net cash generation.

10Y revenue/share CAGR above 1.5x AMD's 24.95%. 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.

Both firms have negative 3Y CAGR. Martin Whitman would wonder if the entire market segment is in short-term retreat.

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

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

Net income/share CAGR above 1.5x AMD's 47.67% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.

Positive 5Y CAGR while AMD 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.

3Y equity/share CAGR above 1.5x AMD's 17.22%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.

Dividend/share CAGR of 104.00% while AMD is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Both lowered dividends mid-term. Martin Whitman might suspect broad sector constraints or strategic shifts from dividends.

Our short-term dividend growth is positive while AMD cut theirs. John Neff views it as a comparative advantage in shareholder returns.

Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.

Inventory shrinking or stable vs. AMD's 4.56%. David Dodd confirms the company’s supply-chain is more efficient if sales are unaffected.

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

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

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

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