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.
-7.50%
Cash & equivalents declining -7.50% while AVGO's grows 13.15%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
2.45%
Higher Short-Term Investments Growth compared to AVGO's zero value, indicating better performance.
-1.32%
Below half of AVGO's 13.15%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
24.58%
Receivables growth less than half of AVGO's -26.18%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-10.19%
Inventory growth below half of AVGO's 8.08%. David Dodd would check if that's due to efficiency or supply constraints.
No Data
No Data available this quarter, please select a different quarter.
-0.51%
Below half of AVGO's 12.70%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-3.16%
≥ 1.5x AVGO's -0.45%. David Dodd sees more aggressive capex. Confirm it's not overspending.
0.38%
Higher Goodwill Growth compared to AVGO's zero value, indicating worse performance.
-3.02%
50-75% of AVGO's -5.63%. Bruce Berkowitz notes moderate intangible additions. Check if growth is organically driven.
-3.02%
Above 1.5x AVGO's -1.53%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
No Data
No Data available this quarter, please select a different quarter.
-92.62%
Higher Tax Assets Growth compared to AVGO's zero value, indicating worse performance.
14.82%
Above 1.5x AVGO's 4.04%. Michael Burry warns of potential hidden liabilities or intangible bloat.
-13.49%
≥ 1.5x AVGO's -1.28%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
-4.07%
Below half of AVGO's 0.60%. Michael Burry sees a potential red flag for stagnation or capital shortage.
-23.51%
Less than half of AVGO's 10.41%. David Dodd sees a more disciplined AP approach or lower volume.
-30.63%
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.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-23.28%
1.1-1.25x AVGO's -18.90%. Bill Ackman questions if the firm is taking on more near-term obligations than competitor.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
34.94%
Less than half of AVGO's -100.00%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
3.32%
Above 1.5x AVGO's 1.60%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
No Data available this quarter, please select a different quarter.
-22.48%
Above 1.5x AVGO's -2.84%. Michael Burry sees a potential leverage warning sign.
1.23%
Higher Common Stock (Book Value) Growth compared to AVGO's zero value, indicating worse performance.
5.39%
Below half AVGO's 50.41%. Michael Burry suspects major net losses or high dividends vs. competitor.
18.38%
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
No Data available this quarter, please select a different quarter.
4.11%
0.75-0.9x AVGO's 5.30%. Bill Ackman wonders if competitor is growing equity faster.
-4.07%
Below half AVGO's 0.60%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
2.45%
Higher Total Investments Growth compared to AVGO's zero value, indicating better performance.
-42.16%
Above 1.5x AVGO's -4.54%. Michael Burry sees a major jump. Investigate leverage rationale.
6.20%
Less than half of AVGO's -7.44%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
