Texas Instruments Incorporated (TXN)

Revenue growth above 1.5x MU's 11.38%. David Dodd would confirm if the firm has a unique advantage driving sales higher.

EBIT growth 1.25-1.5x MU's 65.25%. Bruce Berkowitz would verify if strategic initiatives are driving this edge.

Operating income growth above 1.5x MU's 65.25%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.

Net income growth above 1.5x MU's 61.38%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.

EPS growth above 1.5x MU's 62.89%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.

Diluted EPS growth above 1.5x MU's 62.89%. David Dodd would see if there's a robust moat protecting these shareholder gains.

Share reduction while MU is at 5.09%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Reduced diluted shares while MU is at 5.09%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

Dividend growth of 0.23% 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.

Positive 5Y CAGR while MU 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 MU is negative. John Neff would see a structural advantage in sustained cash generation.

Positive OCF/share growth while MU is negative. John Neff might see a comparative advantage in operational cash viability.

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

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.

Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.

Positive growth while MU is negative. John Neff might see a strong advantage in steadily compounding net worth over a decade.

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

Both show negative short-term equity/share CAGR. Martin Whitman suspects an industry slump or unprofitable expansions for both players.

Dividend/share CAGR of 460.05% while MU is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 428.42% while MU is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 260.00% while MU is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

Inventory shrinking or stable vs. MU's 16.30%. David Dodd confirms the company’s supply-chain is more efficient if sales are unaffected.

Asset growth above 1.5x MU's 1.20%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.

Positive BV/share change while MU is negative. John Neff sees a clear edge over a competitor losing equity.

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

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

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.