Texas Instruments Incorporated (TXN)

Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.

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 0.14%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Reduced diluted shares while MU is at 0.06%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.

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 MU's 59.82%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.

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

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

10Y OCF/share CAGR above 1.5x MU's 41.32%. 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.

Net income/share CAGR above 1.5x MU's 48.03% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent 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.

3Y equity/share CAGR 1.25-1.5x MU's 20.03%. Bruce Berkowitz confirms timely buybacks or margin improvements drive stronger near-term equity growth.

Dividend/share CAGR of 846.73% while MU is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Dividend/share CAGR of 109.10% while MU is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.

3Y dividend/share CAGR of 73.43% 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 is declining while MU stands at 1.05%. Joel Greenblatt sees potential cost and margin benefits if sales hold up.

Both reduce assets yoy. Martin Whitman suspects a broader sector retraction or post-boom asset trimming cycle.

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

We’re deleveraging while MU stands at 5.30%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.

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.