Texas Instruments Incorporated (TXN)

Negative revenue growth while AVGO stands at 0.59%. Joel Greenblatt would look for strategic missteps or cyclical reasons.

Negative gross profit growth while AVGO is at 0.51%. Joel Greenblatt would examine cost competitiveness or demand decline.

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.

Share count expansion well above AVGO's 0.26%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.

Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.

Negative OCF growth while AVGO is at 7.23%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.

Negative FCF growth while AVGO is at 6.62%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.

10Y revenue/share CAGR under 50% of AVGO's 409.54%. Michael Burry would suspect a lasting competitive disadvantage.

5Y revenue/share CAGR under 50% of AVGO's 122.61%. Michael Burry would suspect a significant competitive gap or product weakness.

Negative 3Y CAGR while AVGO stands at 60.90%. Joel Greenblatt would look for missteps or fading competitiveness that hurt sales.

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Below 50% of AVGO's 73.80%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.

3Y OCF/share CAGR under 50% of AVGO's 34.25%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.

Negative 10Y net income/share CAGR while AVGO is at 691.11%. Joel Greenblatt sees a major red flag in long-term profit erosion.

Negative 5Y net income/share CAGR while AVGO is 651.30%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.

Negative 3Y CAGR while AVGO is 66.58%. Joel Greenblatt might call for a short-term turnaround strategy or cost realignment.

Below 50% of AVGO's 839.21%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.

Below 50% of AVGO's 188.08%. Michael Burry suspects a serious short-term disadvantage in building book value.

Below 50% of AVGO's 1441.93%. Michael Burry might see weaker long-term distribution growth, raising questions about the firm's capital allocation.

Below 50% of AVGO's 71.80%. Michael Burry worries the firm returns far less capital to shareholders over 5 years.

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

Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.

R&D growth drastically higher vs. AVGO's 19.53%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.

SG&A growth well above AVGO's 14.12%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.