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.
-78.87%
Both companies show declining cash positions (-78.87% vs AVGO's -0.36%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
796.16%
Higher Short-Term Investments Growth compared to AVGO's zero value, indicating better performance.
-32.85%
Cash + STI yoy ≥ 1.5x AVGO's -0.36%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
9.28%
Receivables growth less than half of AVGO's -3.92%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
24.20%
Inventory growth above 1.5x AVGO's 5.46%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
10.26%
Above 1.5x AVGO's 2.04%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-25.04%
≥ 1.5x AVGO's -0.38%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
15.37%
Below half AVGO's -3.21%. Michael Burry sees potential underinvestment risk unless there's a valid reason (asset-light model).
567.68%
Higher Goodwill Growth compared to AVGO's zero value, indicating worse performance.
3467.50%
Less than half of AVGO's -8.76%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
895.34%
Less than half of AVGO's -2.29%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
18.20%
Higher Tax Assets Growth compared to AVGO's zero value, indicating worse performance.
31.93%
Above 1.5x AVGO's 2.92%. Michael Burry warns of potential hidden liabilities or intangible bloat.
186.08%
Below half of AVGO's -2.22%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
8.28%
Below half of AVGO's -1.88%. Michael Burry sees a potential red flag for stagnation or capital shortage.
17.35%
Less than half of AVGO's -7.57%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-29.73%
Above 1.5x AVGO's -9.96%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
27.59%
≥ 1.5x AVGO's 10.04%. David Dodd sees stronger subscription/prepayment demand.
26.51%
Less than half of AVGO's -0.51%. David Dodd sees fewer expansions in other current obligations.
26.64%
Less than half of AVGO's -3.85%. David Dodd sees a more disciplined short-term liability approach.
1.24%
Less than half of AVGO's -2.21%. David Dodd sees more deleveraging vs. competitor.
79.10%
Below half AVGO's -6.39%. Michael Burry suspects a serious gap in multi-year pipeline.
756.25%
Above 1.5x AVGO's 6.39%. Michael Burry sees a much bigger deferred tax load building up.
79.49%
Less than half of AVGO's -4.51%. David Dodd notes more conservative expansions in non-current obligations.
7.32%
Less than half of AVGO's -2.50%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
10.94%
Less than half of AVGO's -2.67%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
3.31%
Higher Retained Earnings Growth compared to AVGO's zero value, indicating better performance.
140.00%
Above 1.5x AVGO's 0.93%. 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.
6.22%
Below half AVGO's -0.14%. Michael Burry sees potential underperformance in building shareholder capital.
8.28%
Below half AVGO's -1.88%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
796.16%
Higher Total Investments Growth compared to AVGO's zero value, indicating better performance.
1.54%
Less than half of AVGO's -3.56%. David Dodd sees less overall debt expansion vs. competitor.
155.85%
Less than half of AVGO's -4.51%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
