205.24 - 207.41
139.95 - 221.69
4.54M / 6.54M (Avg.)
37.59 | 5.48
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.
-12.87%
Cash & equivalents declining -12.87% while AVGO's grows 1.77%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
22.36%
Higher Short-Term Investments Growth compared to AVGO's zero value, indicating better performance.
15.61%
Cash + STI yoy ≥ 1.5x AVGO's 1.77%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
16.07%
Receivables growth 1.1-1.25x AVGO's 14.59%. Bill Ackman would demand reasons for extending more credit than the competitor.
9.29%
Inventory growth above 1.5x AVGO's 5.71%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
6.87%
Other current assets growth < half of AVGO's 17.96%. David Dodd sees a leaner approach to short-term items.
13.84%
≥ 1.5x AVGO's 5.67%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
3.29%
Below half AVGO's -0.12%. 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.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
-13.16%
Higher Tax Assets Growth compared to AVGO's zero value, indicating worse performance.
49.51%
Above 1.5x AVGO's 6.31%. Michael Burry warns of potential hidden liabilities or intangible bloat.
23.84%
Below half of AVGO's -1.33%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
19.47%
Below half of AVGO's -0.44%. Michael Burry sees a potential red flag for stagnation or capital shortage.
12.64%
Less than half of AVGO's -31.92%. David Dodd sees a more disciplined AP approach or lower volume.
0.38%
Less than half of AVGO's -2.04%. David Dodd sees much smaller short-term leverage burden 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.
No Data
No Data available this quarter, please select a different quarter.
17.32%
Less than half of AVGO's -1.50%. David Dodd sees a more disciplined short-term liability approach.
20.73%
Above 1.5x AVGO's 1.36%. Michael Burry suspects significant leverage additions. Check coverage.
No Data
No Data available this quarter, please select a different quarter.
151.89%
Less than half of AVGO's -16.23%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-1.07%
Less than half of AVGO's 1.75%. David Dodd notes more conservative expansions in non-current obligations.
26.20%
Less than half of AVGO's -0.28%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
21.94%
Less than half of AVGO's -0.55%. David Dodd sees far fewer liability expansions relative to competitor.
101.52%
Higher Common Stock (Book Value) Growth compared to AVGO's zero value, indicating worse performance.
6.38%
Below half AVGO's -1.58%. Michael Burry suspects major net losses or high dividends vs. competitor.
636.92%
Less than half of AVGO's -0.48%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
17.88%
Below half AVGO's -0.29%. Michael Burry sees potential underperformance in building shareholder capital.
19.47%
Below half AVGO's -0.44%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
22.36%
Higher Total Investments Growth compared to AVGO's zero value, indicating better performance.
16.35%
Above 1.5x AVGO's 1.06%. Michael Burry sees a major jump. Investigate leverage rationale.
27.33%
Above 1.5x AVGO's 0.94%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.