Texas Instruments Incorporated (TXN)

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.

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Maintaining or increasing dividends while INTC cut them. John Neff might see a strong edge in shareholder returns.

FCF growth above 1.5x INTC's 102.31%. David Dodd would verify if the firm’s strategic investments yield superior returns.

10Y revenue/share CAGR above 1.5x INTC's 24.47%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.

Positive 5Y CAGR while INTC is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.

Positive 3Y CAGR while INTC is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.

10Y OCF/share CAGR above 1.5x INTC's 20.46%. David Dodd would check if a superior product mix or cost edge drives this outperformance.

Both show negative mid-term OCF/share growth. Martin Whitman might suspect a challenged environment or large capital demands for both.

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

Positive 10Y CAGR while INTC is negative. John Neff might see a substantial advantage in bottom-line trajectory.

Positive 5Y CAGR while INTC is negative. John Neff might view this as a strong mid-term relative advantage.

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

5Y equity/share CAGR 1.25-1.5x INTC's 55.04%. Bruce Berkowitz confirms if reinvested profits or buybacks explain the superior buildup.

3Y equity/share CAGR above 1.5x INTC's 36.11%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.

Stable or rising dividend while INTC is cutting. John Neff sees a strong advantage in consistent shareholder returns vs. a struggling peer.

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

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

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.

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

Asset growth 1.25-1.5x INTC's 1.73%. Bruce Berkowitz sees if the firm's investments effectively outpace the competitor in future returns.

BV/share growth above 1.5x INTC's 0.68%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.

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.