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.
-8.28%
Cash & equivalents declining -8.28% while AVGO's grows 13.15%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
18.22%
Higher Short-Term Investments Growth compared to AVGO's zero value, indicating better performance.
8.82%
Cash + STI yoy 0.5-0.75x AVGO's 13.15%. Martin Whitman would worry about lagging short-term reserves. Confirm debt coverage.
4.41%
Receivables growth less than half of AVGO's -26.18%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
0.24%
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.
6.10%
Below half of AVGO's 12.70%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-2.62%
≥ 1.5x AVGO's -0.45%. David Dodd sees more aggressive capex. Confirm it's not overspending.
-0.12%
Higher Goodwill Growth compared to AVGO's zero value, indicating worse performance.
0.04%
Less than half of AVGO's -5.63%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
0.04%
Less than half of AVGO's -1.53%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-6.16%
Less than half of AVGO's 4.04%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-1.56%
1.25-1.5x AVGO's -1.28%. Bruce Berkowitz checks if expansions surpass competitor's pace but remain justified.
No Data
No Data available this quarter, please select a different quarter.
4.21%
≥ 1.5x AVGO's 0.60%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
15.80%
Above 1.5x AVGO's 10.41%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
-24.21%
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.
7.31%
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.
-3.64%
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.
6.87%
Less than half of AVGO's -2.84%. David Dodd sees far fewer liability expansions relative to competitor.
1.22%
Higher Common Stock (Book Value) Growth compared to AVGO's zero value, indicating worse performance.
4.52%
Below half AVGO's 50.41%. Michael Burry suspects major net losses or high dividends vs. competitor.
-34.91%
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.
3.32%
0.5-0.75x AVGO's 5.30%. Martin Whitman is wary of lagging equity growth vs. competitor.
4.21%
≥ 1.5x AVGO's 0.60%. David Dodd sees faster overall balance sheet growth than competitor.
18.22%
Higher Total Investments Growth compared to AVGO's zero value, indicating better performance.
-30.45%
Above 1.5x AVGO's -4.54%. Michael Burry sees a major jump. Investigate leverage rationale.
7.76%
Less than half of AVGO's -7.44%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
