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.
-62.37%
Cash & equivalents declining -62.37% while AVGO's grows 9.53%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
35.83%
Higher Short-Term Investments Growth compared to AVGO's zero value, indicating better performance.
14.03%
Cash + STI yoy 1.25-1.5x AVGO's 9.53%. Bruce Berkowitz would check if the firm is preparing for expansions or simply hoarding.
-4.60%
Receivables growth 50-75% of AVGO's -7.30%. Bruce Berkowitz would note relatively tighter receivables. Check if sales remain robust.
22.14%
Inventory growth above 1.5x AVGO's 11.81%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
12.21%
Other current assets growth < half of AVGO's -7.21%. David Dodd sees a leaner approach to short-term items.
11.55%
≥ 1.5x AVGO's 6.08%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
4.23%
Below half AVGO's -0.93%. 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.
-4.33%
Less than half of AVGO's -10.57%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-1.76%
50-75% of AVGO's -2.41%. Bruce Berkowitz notes lower intangible reliance than competitor.
35.85%
Higher Long-Term Investments Growth compared to AVGO's zero value, indicating better performance.
21.02%
Higher Tax Assets Growth compared to AVGO's zero value, indicating worse performance.
4.06%
50-75% of AVGO's 6.71%. Bruce Berkowitz notes relatively lower 'other assets' expansions.
1.99%
Below half of AVGO's -2.09%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
7.11%
Below half of AVGO's -0.41%. Michael Burry sees a potential red flag for stagnation or capital shortage.
4.74%
Less than half of AVGO's 12.19%. David Dodd sees a more disciplined AP approach or lower volume.
0.10%
Less than half of AVGO's -5.38%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-12.86%
Below half of AVGO's 9.96%. David Dodd notes smaller yoy tax burden vs. competitor. Check consistent profit levels.
22.55%
Below half of AVGO's -12.93%. Michael Burry suspects a big gap in pre-sales traction.
9.91%
50-75% of AVGO's 16.20%. Bruce Berkowitz notes a more controlled liability line.
6.98%
Less than half of AVGO's -3.38%. David Dodd sees a more disciplined short-term liability approach.
0.47%
Less than half of AVGO's -1.93%. David Dodd sees more deleveraging vs. competitor.
10.88%
Below half AVGO's -8.71%. Michael Burry suspects a serious gap in multi-year pipeline.
-6.59%
Less than half of AVGO's 8.71%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
11.59%
Above 1.5x AVGO's 2.73%. Michael Burry suspects a looming risk from large additions to LT liabilities.
1.21%
Less than half of AVGO's -1.58%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
3.04%
Less than half of AVGO's -1.81%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
7.74%
Below half AVGO's 133.75%. Michael Burry suspects major net losses or high dividends vs. competitor.
58.33%
Less than half of AVGO's -9.43%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
10.17%
≥ 1.5x AVGO's 2.55%. David Dodd sees stronger capital base growth than competitor.
7.11%
Below half AVGO's -0.41%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
35.83%
Higher Total Investments Growth compared to AVGO's zero value, indicating better performance.
0.42%
Less than half of AVGO's -1.80%. David Dodd sees less overall debt expansion vs. competitor.
27.02%
Less than half of AVGO's -6.08%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
