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.
-22.49%
Both companies show declining cash positions (-22.49% vs AVGO's -8.65%). Seth Klarman would examine if this reflects broader market conditions or operational challenges.
-14.75%
Both AVGO and the company show zero Short-Term Investments Growth.
-16.23%
Cash + STI yoy ≥ 1.5x AVGO's -8.65%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-2.23%
Receivables growth less than half of AVGO's -6.28%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
22.95%
Inventory growth below half of AVGO's -0.68%. David Dodd would check if that's due to efficiency or supply constraints.
84.75%
Above 1.5x AVGO's 32.67%. Michael Burry might investigate for potential short-term asset misclassification or risk.
-7.29%
1.25-1.5x AVGO's -5.12%. Bruce Berkowitz checks if strong current asset growth is used effectively.
8.30%
≥ 1.5x AVGO's 0.36%. David Dodd sees more aggressive capex. Confirm it's not overspending.
0.16%
Higher Goodwill Growth compared to AVGO's zero value, indicating worse performance.
-7.91%
50-75% of AVGO's -12.71%. Bruce Berkowitz notes moderate intangible additions. Check if growth is organically driven.
-2.55%
Above 1.5x AVGO's -1.59%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
7.72%
Higher Long-Term Investments Growth compared to AVGO's zero value, indicating better performance.
24.72%
Higher Tax Assets Growth compared to AVGO's zero value, indicating worse performance.
-5.81%
Less than half of AVGO's 20.90%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
2.69%
Below half of AVGO's -0.64%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
-3.84%
≥ 1.5x AVGO's -1.79%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
21.11%
Less than half of AVGO's -9.97%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-78.53%
Above 1.5x AVGO's -28.96%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
7.49%
0.5-0.75x AVGO's 10.23%. Martin Whitman sees weaker advanced billings vs. competitor.
36.89%
Exceeding 1.5x AVGO's 8.90%. Michael Burry suspects ballooning short-term obligations vs. competitor.
36.16%
Above 1.5x AVGO's 0.37%. Michael Burry sees a red flag for liquidity risk vs. competitor.
-4.60%
Less than half of AVGO's 0.07%. David Dodd sees more deleveraging vs. competitor.
-0.99%
Below half AVGO's 0.87%. Michael Burry suspects a serious gap in multi-year pipeline.
-1.95%
Above 1.5x AVGO's -0.87%. Michael Burry sees a much bigger deferred tax load building up.
-43.21%
Above 1.5x AVGO's -1.40%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-9.59%
Above 1.5x AVGO's -0.08%. Michael Burry sees a strong spike vs. competitor. Check coverage and debt ratios.
No Data
No Data available this quarter, please select a different quarter.
3.88%
Less than half of AVGO's -0.01%. David Dodd sees far fewer liability expansions relative to competitor.
-33.33%
Higher Common Stock (Book Value) Growth compared to AVGO's zero value, indicating worse performance.
-17.69%
Below half AVGO's -42.51%. Michael Burry suspects major net losses or high dividends vs. competitor.
-40.63%
Above 1.5x AVGO's -1.11%. 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.
-9.38%
≥ 1.5x AVGO's -5.59%. David Dodd sees stronger capital base growth than competitor.
-3.84%
≥ 1.5x AVGO's -1.79%. David Dodd sees faster overall balance sheet growth than competitor.
-14.37%
Both AVGO and the company show zero Total Investments Growth.
-0.06%
Less than half of AVGO's 0.07%. David Dodd sees less overall debt expansion vs. competitor.
11.10%
Above 1.5x AVGO's 4.22%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.
