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.
-6.14%
Cash & equivalents declining -6.14% while AVGO's grows 4.61%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
10.56%
Higher Short-Term Investments Growth compared to AVGO's zero value, indicating better performance.
8.81%
Cash + STI yoy ≥ 1.5x AVGO's 4.61%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
36.23%
Receivables growth less than half of AVGO's -5.25%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
36.76%
Inventory growth below half of AVGO's -3.72%. David Dodd would check if that's due to efficiency or supply constraints.
3.82%
Other current assets growth < half of AVGO's 9.34%. David Dodd sees a leaner approach to short-term items.
14.64%
≥ 1.5x AVGO's 0.69%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
9.01%
Below half AVGO's -1.12%. 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.
-7.27%
1.1-1.25x AVGO's -6.07%. Bill Ackman wonders if the firm invests more in intangible IP or capitalizes R&D aggressively.
-0.59%
Less than half of AVGO's -2.22%. 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.
-19.41%
Less than half of AVGO's 7.77%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
1.94%
Below half of AVGO's -2.06%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
12.41%
Below half of AVGO's -1.66%. Michael Burry sees a potential red flag for stagnation or capital shortage.
28.41%
Above 1.5x AVGO's 2.85%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
No Data
No Data available this quarter, please select a different quarter.
2.63%
Below half of AVGO's -55.79%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
37.50%
≥ 1.5x AVGO's 19.86%. David Dodd sees stronger subscription/prepayment demand.
28.83%
Exceeding 1.5x AVGO's 11.72%. Michael Burry suspects ballooning short-term obligations vs. competitor.
32.19%
Above 1.5x AVGO's 1.84%. Michael Burry sees a red flag for liquidity risk vs. competitor.
0.05%
Less than half of AVGO's -0.27%. David Dodd sees more deleveraging vs. competitor.
50.00%
Below half AVGO's -14.51%. Michael Burry suspects a serious gap in multi-year pipeline.
10.53%
Less than half of AVGO's -9.87%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-4.32%
Less than half of AVGO's 2.01%. David Dodd notes more conservative expansions in non-current obligations.
-0.46%
50-75% of AVGO's -0.73%. Bruce Berkowitz notes a smaller yoy liability buildup than competitor.
No Data
No Data available this quarter, please select a different quarter.
9.19%
Less than half of AVGO's -0.29%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
10.14%
Below half AVGO's -100.00%. Michael Burry suspects major net losses or high dividends 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.
13.97%
Below half AVGO's -4.53%. Michael Burry sees potential underperformance in building shareholder capital.
12.41%
Below half AVGO's -1.66%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
10.56%
Higher Total Investments Growth compared to AVGO's zero value, indicating better performance.
0.05%
Less than half of AVGO's -0.25%. David Dodd sees less overall debt expansion vs. competitor.
3.89%
Less than half of AVGO's -1.01%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
