Texas Instruments Incorporated (TXN)

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

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

Operating income growth above 1.5x QRVO's 6.61%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.

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

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

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

Slight or no buybacks while QRVO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.

Slight or no buyback while QRVO is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.

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

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

Both firms have negative 3Y CAGR. Martin Whitman would wonder if the entire market segment is in short-term retreat.

10Y OCF/share CAGR above 1.5x QRVO's 108.03%. David Dodd would check if a superior product mix or cost edge drives this outperformance.

5Y OCF/share CAGR above 1.5x QRVO's 5.08%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.

Both face negative short-term OCF/share growth. Martin Whitman would suspect macro or cyclical issues hitting them both.

Net income/share CAGR above 1.5x QRVO's 1921.69% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.

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

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

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

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

Positive short-term equity growth while QRVO is negative. John Neff sees a strong advantage in near-term net worth buildup.

Dividend/share CAGR of 7.92% while QRVO is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.

Stable or rising mid-term dividends while QRVO is cutting. John Neff sees an edge in consistent payouts vs. the competitor.

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

We show growth while QRVO is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.

Asset growth above 1.5x QRVO's 1.09%. David Dodd checks if M&A or new capacity expansions are value-accretive vs. competitor's approach.

BV/share growth above 1.5x QRVO's 3.14%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.

SG&A declining or stable vs. QRVO's 19.11%. David Dodd sees better overhead efficiency if it doesn't hamper revenue.