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.

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.

EPS growth of 105.56% while AMD is zero. Bruce Berkowitz would see if minimal gains can accelerate over time.

Diluted EPS growth of 105.56% while AMD is zero. Bruce Berkowitz would see if minimal gains can be scaled further for a bigger lead.

Share reduction more than 1.5x AMD's 1.82%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.

Slight or no buyback while AMD 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 AMD's 3.23%. 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.

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

Both face negative decade-long net income/share CAGR. Martin Whitman would suspect a shrinking or highly disrupted sector.

Both exhibit negative net income/share growth over five years. Martin Whitman would suspect a challenging environment for the entire niche.

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 AMD's 13.20%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

Positive short-term equity growth while AMD is negative. John Neff sees a strong advantage in near-term net worth buildup.

Dividend/share CAGR of 88.03% while AMD is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Stable or rising mid-term dividends while AMD is cutting. John Neff sees an edge in consistent payouts vs. the competitor.

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.

We show growth while AMD is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.

Both reduce assets yoy. Martin Whitman suspects a broader sector retraction or post-boom asset trimming cycle.

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 4.22%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.

Our R&D shrinks while AMD invests at 0.86%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.