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.
-22.12%
Cash & equivalents declining -22.12% while AVGO's grows 20.31%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
5.85%
Higher Short-Term Investments Growth compared to AVGO's zero value, indicating better performance.
2.63%
Below half of AVGO's 25.96%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
23.14%
Receivables growth above 1.5x AVGO's 6.47%. Michael Burry would check for potential credit bubble or inflated top-line.
32.23%
Inventory growth below half of AVGO's -1.87%. 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.
6.32%
Below half of AVGO's 15.21%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
1.25%
Below half AVGO's 4.38%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
No Data
No Data available this quarter, please select a different quarter.
-10.97%
1.25-1.5x AVGO's -7.47%. Martin Whitman sees potential overreliance on intangible expansions vs. competitor.
-2.20%
Similar yoy changes to AVGO's -2.70%. Walter Schloss sees parallel intangible strategies or acquisitions.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-3.03%
Less than half of AVGO's 5.04%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-0.99%
Below half of AVGO's -2.10%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
4.97%
≥ 1.5x AVGO's 0.47%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
32.19%
Less than half of AVGO's -11.65%. David Dodd sees a more disciplined AP approach or lower volume.
-4.80%
Higher Short-Term Debt Growth compared to AVGO's zero value, indicating worse performance.
-33.33%
Higher Tax Payables Growth compared to AVGO's zero value, indicating worse performance.
-28.29%
Both AVGO and the company show zero Deferred Revenue (Current) Growth.
4.43%
Similar yoy changes to AVGO's 4.84%. Walter Schloss finds parallel near-term liability trends.
0.94%
Less than half of AVGO's -3.30%. David Dodd sees a more disciplined short-term liability approach.
-74.68%
Less than half of AVGO's 0.04%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
11.71%
Less than half of AVGO's -0.34%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-47.40%
Above 1.5x AVGO's -0.06%. Michael Burry suspects a looming risk from large additions to LT liabilities.
10.09%
Less than half of AVGO's -0.12%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
2.37%
Less than half of AVGO's -0.37%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
4.26%
0.5-0.75x AVGO's 7.72%. Martin Whitman is wary of weaker retention or lower profitability.
300.00%
Above 1.5x AVGO's 0.75%. 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.
6.77%
≥ 1.5x AVGO's 2.06%. David Dodd sees stronger capital base growth than competitor.
4.97%
≥ 1.5x AVGO's 0.47%. David Dodd sees faster overall balance sheet growth than competitor.
5.85%
Higher Total Investments Growth compared to AVGO's zero value, indicating better performance.
-0.07%
Less than half of AVGO's 0.04%. David Dodd sees less overall debt expansion vs. competitor.
12.47%
Less than half of AVGO's -7.11%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
