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.
-16.43%
Cash & equivalents declining -16.43% while AVGO's grows 13.15%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
43.84%
Higher Short-Term Investments Growth compared to AVGO's zero value, indicating better performance.
10.35%
Cash + STI yoy 0.75-0.9x AVGO's 13.15%. Bill Ackman would wonder if competitor is building liquidity more aggressively.
25.23%
Receivables growth less than half of AVGO's -26.18%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
77.51%
Inventory growth above 1.5x AVGO's 8.08%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
-83.37%
Other current assets growth < half of AVGO's 484.57%. David Dodd sees a leaner approach to short-term items.
22.56%
≥ 1.5x AVGO's 12.70%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
10.52%
Below half AVGO's -0.45%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
-4.57%
Higher Goodwill Growth compared to AVGO's zero value, indicating worse performance.
-63.62%
Above 1.5x AVGO's -5.63%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-4.80%
Above 1.5x AVGO's -1.53%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
-215.64%
Both AVGO and the company show zero Long-Term Investments Growth.
58.43%
Higher Tax Assets Growth compared to AVGO's zero value, indicating worse performance.
12.77%
Above 1.5x AVGO's 4.04%. Michael Burry warns of potential hidden liabilities or intangible bloat.
11.92%
Below half of AVGO's -1.28%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
20.51%
≥ 1.5x AVGO's 0.60%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
96.43%
Above 1.5x AVGO's 10.41%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
-2.94%
Less than half of AVGO's -74.69%. David Dodd sees much smaller short-term leverage burden vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
-50.98%
0.5-0.75x AVGO's -100.00%. Martin Whitman sees weaker advanced billings vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
31.45%
Less than half of AVGO's -18.90%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-0.35%
Less than half of AVGO's 1.60%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
16.12%
Less than half of AVGO's -2.84%. David Dodd sees far fewer liability expansions relative to competitor.
108.33%
Higher Common Stock (Book Value) Growth compared to AVGO's zero value, indicating worse performance.
31.89%
0.5-0.75x AVGO's 50.41%. Martin Whitman is wary of weaker retention or lower profitability.
-86.80%
Less than half of AVGO's 7.28%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
25.09%
≥ 1.5x AVGO's 5.30%. David Dodd sees stronger capital base growth than competitor.
20.51%
≥ 1.5x AVGO's 0.60%. David Dodd sees faster overall balance sheet growth than competitor.
43.57%
Higher Total Investments Growth compared to AVGO's zero value, indicating better performance.
-0.39%
Less than half of AVGO's -4.54%. David Dodd sees less overall debt expansion vs. competitor.
73.45%
Less than half of AVGO's -7.44%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
