176.45 - 178.59
86.62 - 184.48
124.91M / 173.95M (Avg.)
50.81 | 3.50
Identifies how quickly the company is scaling its balance sheet (via acquisitions, expansions, or debt). Strong growth, accompanied by sound fundamentals, can support long-term intrinsic value—while disproportionate debt expansion or bloated intangible assets can signal elevated risk.
11.59%
Cash & equivalents yoy growth 0.75-0.9x AVGO's 13.15%. Bill Ackman might demand clarity on why growth lags the competitor's liquidity build.
No Data
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11.59%
Cash + STI yoy 0.75-0.9x AVGO's 13.15%. Bill Ackman would wonder if competitor is building liquidity more aggressively.
19.15%
Receivables growth less than half of AVGO's -26.18%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
221.37%
Inventory growth above 1.5x AVGO's 8.08%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
58.14%
Other current assets growth < half of AVGO's 484.57%. David Dodd sees a leaner approach to short-term items.
35.74%
≥ 1.5x AVGO's 12.70%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
-2.63%
≥ 1.5x AVGO's -0.45%. David Dodd sees more aggressive capex. Confirm it's not overspending.
No Data
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No Data
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No Data
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No Data
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-5.88%
Less than half of AVGO's 4.04%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-3.00%
≥ 1.5x AVGO's -1.28%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
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28.36%
≥ 1.5x AVGO's 0.60%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
50.95%
Above 1.5x AVGO's 10.41%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
-10.70%
Less than half of AVGO's -74.69%. David Dodd sees much smaller short-term leverage burden vs. competitor.
No Data
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No Data
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32.00%
Less than half of AVGO's 438.26%. David Dodd sees fewer expansions in other current obligations.
45.98%
Less than half of AVGO's -18.90%. David Dodd sees a more disciplined short-term liability approach.
-78.57%
Less than half of AVGO's 1.76%. David Dodd sees more deleveraging vs. competitor.
No Data
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No Data
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No Data
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-78.57%
Less than half of AVGO's 1.60%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
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31.25%
Less than half of AVGO's -2.84%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
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103.55%
≥ 1.5x AVGO's 50.41%. David Dodd sees higher yoy retained profits than competitor.
50.00%
Above 1.5x AVGO's 7.28%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
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26.63%
≥ 1.5x AVGO's 5.30%. David Dodd sees stronger capital base growth than competitor.
28.36%
≥ 1.5x AVGO's 0.60%. David Dodd sees faster overall balance sheet growth than competitor.
No Data
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-63.33%
Above 1.5x AVGO's -4.54%. Michael Burry sees a major jump. Investigate leverage rationale.
-26.19%
Above 1.5x AVGO's -7.44%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.