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.

Net income growth at 50-75% of MCHP's 137.93%. Martin Whitman would question fundamental disadvantages in expenses or demand.

EPS growth at 50-75% of MCHP's 137.72%. Martin Whitman would suspect a lag in operational efficiency or a higher share count.

Diluted EPS growth at 50-75% of MCHP's 137.72%. Martin Whitman would question if share issuance or modest net income gains hamper progress.

Share change of 0.19% while MCHP is at zero. Bruce Berkowitz would see if slight buybacks (or dilution) matter in the bigger picture.

Diluted share change of 0.19% while MCHP is zero. Bruce Berkowitz might see a minor difference that could widen over time.

Dividend reduction while MCHP stands at 0.00%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.

Negative 10Y revenue/share CAGR while MCHP stands at 75.85%. Joel Greenblatt would question if the company is failing to keep pace with industry changes.

Negative 5Y CAGR while MCHP stands at 75.85%. Joel Greenblatt would push for a turnaround plan or reevaluation of the company’s product line.

Negative 3Y CAGR while MCHP stands at 75.85%. Joel Greenblatt would look for missteps or fading competitiveness that hurt sales.

No Data available this quarter, please select a different quarter.

5Y OCF/share CAGR at 50-75% of MCHP's 117.58%. Martin Whitman would question if the firm lags in monetizing revenue effectively.

3Y OCF/share CAGR under 50% of MCHP's 117.58%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.

Negative 10Y net income/share CAGR while MCHP is at 97.14%. Joel Greenblatt sees a major red flag in long-term profit erosion.

5Y net income/share CAGR at 50-75% of MCHP's 97.14%. Martin Whitman might see a shortfall in operational efficiency or brand power.

Negative 3Y CAGR while MCHP is 97.14%. Joel Greenblatt might call for a short-term turnaround strategy or cost realignment.

10Y equity/share CAGR at 50-75% of MCHP's 149.83%. Martin Whitman would note a lag in capital accumulation vs. the competitor.

5Y equity/share CAGR at 50-75% of MCHP's 149.83%. Martin Whitman would question a shortfall in capital accumulation vs. the competitor.

Below 50% of MCHP's 149.83%. Michael Burry suspects a serious short-term disadvantage in building book value.

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

Negative asset growth while MCHP invests at 6.96%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.

We have a declining book value while MCHP shows 11.02%. Joel Greenblatt sees a fundamental disadvantage in net worth creation vs. the competitor.

Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.

Both reduce SG&A yoy. Martin Whitman sees a cost war or cyclical slowdown forcing overhead cuts.