Texas Instruments Incorporated (TXN)

Both companies show negative ROE. Martin Whitman would check if the entire market segment is distressed.

Both firms have negative ROA. Martin Whitman would investigate if the market environment is extremely challenging.

Positive ROCE while MU is negative. John Neff would see if competitive strategy explains the difference.

Positive margin while MU is negative. John Neff would see if this confers a decisive advantage.

Positive operating margin while MU is negative. John Neff might see a significant competitive edge in operations.

Both companies run at a net loss. Martin Whitman would see if broader market headwinds persist.