Texas Instruments Incorporated (TXN)

Positive revenue growth while MU is negative. John Neff might see a notable competitive edge here.

Positive gross profit growth while MU is negative. John Neff would see a clear operational edge over the competitor.

Positive EBIT growth while MU is negative. John Neff might see a substantial edge in operational management.

Positive operating income growth while MU is negative. John Neff might view this as a competitive edge in operations.

Positive net income growth while MU is negative. John Neff might see a big relative performance advantage.

Positive EPS growth while MU is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.

Positive diluted EPS growth while MU is negative. John Neff might view this as a strong relative advantage in controlling dilution.

Share reduction while MU is at 0.22%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

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

Dividend growth of 98.97% while MU is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.

Positive OCF growth while MU is negative. John Neff would see this as a clear operational advantage vs. the competitor.

Positive FCF growth while MU is negative. John Neff would see a strong competitive edge in net cash generation.

Positive 10Y revenue/share CAGR while MU is negative. John Neff might see a distinct advantage in product or market expansion over the competitor.

5Y revenue/share CAGR above 1.5x MU's 72.59%. David Dodd would look for consistent product or market expansions fueling outperformance.

3Y revenue/share CAGR 1.25-1.5x MU's 20.49%. Bruce Berkowitz might see better product or regional expansions than the competitor.

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

3Y OCF/share CAGR above 1.5x MU's 3.91%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.

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

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

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

10Y equity/share CAGR above 1.5x MU's 72.52%. David Dodd would confirm if consistent earnings retention or fewer write-downs drive this advantage.

Positive 5Y equity/share CAGR while MU is negative. John Neff might see a clear edge in retaining earnings or managing capital better.

Dividend/share CAGR of 271.51% while MU is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 247.95% while MU is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 281.54% while MU is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

Our AR growth while MU is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.

Inventory shrinking or stable vs. MU's 16.07%. David Dodd confirms the company’s supply-chain is more efficient if sales are unaffected.

We’re deleveraging while MU stands at 44.72%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.

Our R&D shrinks while MU invests at 32.79%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.

We expand SG&A while MU cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.