Texas Instruments Incorporated (TXN)

Revenue growth above 1.5x ON's 3.36%. David Dodd would confirm if the firm has a unique advantage driving sales higher.

Gross profit growth above 1.5x ON's 0.95%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.

Net income growth above 1.5x ON's 71.65%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.

EPS growth above 1.5x ON's 72.48%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.

Diluted EPS growth above 1.5x ON's 72.48%. David Dodd would see if there's a robust moat protecting these shareholder gains.

Share reduction while ON is at 1.53%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.

Dividend growth of 0.54% while ON is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.

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

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

Both companies have negative long-term revenue/share growth. Martin Whitman would question if the entire market or product set is shrinking.

Positive 5Y CAGR while ON 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 ON 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.

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

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

Positive 5Y CAGR while ON 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 ON is negative. John Neff might see a strong advantage in steadily compounding net worth over a decade.

Positive 5Y equity/share CAGR while ON 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 31.93% while ON is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

3Y dividend/share CAGR of 5.82% while ON is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.

AR growth is negative/stable vs. ON's 17.14%, indicating tighter credit discipline. David Dodd confirms it doesn't hamper actual sales.

Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.

Asset growth above 1.5x ON's 1.03%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.

Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.

We increase R&D while ON cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.