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.

Share reduction more than 1.5x INTC's 0.47%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.

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

Both companies cut dividends. Martin Whitman would look for a common factor, such as cyclical downturn or liquidity constraints.

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 16.89%. 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.

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

Positive long-term OCF/share growth while INTC is negative. John Neff would see a structural advantage in sustained cash generation.

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

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

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

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 INTC's 52.34%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

3Y equity/share CAGR above 1.5x INTC's 26.96%. 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.

Asset growth above 1.5x INTC's 0.61%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.

1.25-1.5x INTC's 0.24%. Bruce Berkowitz sees if the firm's capital management strategies surpass the competitor's approach.

R&D dropping or stable vs. INTC's 9.91%. David Dodd sees near-term margin benefits if the product pipeline is already strong.

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.