205.24 - 207.41
139.95 - 221.69
4.54M / 6.59M (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.
-29.47%
Cash & equivalents declining -29.47% while AVGO's grows 1.77%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
30.67%
Higher Short-Term Investments Growth compared to AVGO's zero value, indicating better performance.
11.15%
Cash + STI yoy ≥ 1.5x AVGO's 1.77%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
12.58%
Similar receivables growth to AVGO's 14.59%. Walter Schloss would see comparable credit policies, investigating any subtle differences in sales.
10.11%
Inventory growth above 1.5x AVGO's 5.71%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
2.34%
Other current assets growth < half of AVGO's 17.96%. David Dodd sees a leaner approach to short-term items.
10.41%
≥ 1.5x AVGO's 5.67%. David Dodd might see a short-term liquidity advantage or potential underutilized capital.
8.18%
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.
118.24%
Less than half of AVGO's -5.68%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
118.24%
Less than half of AVGO's -1.66%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
No Data
No Data available this quarter, please select a different quarter.
8.16%
Higher Tax Assets Growth compared to AVGO's zero value, indicating worse performance.
-44.42%
Less than half of AVGO's 6.31%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-17.48%
≥ 1.5x AVGO's -1.33%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
No Data available this quarter, please select a different quarter.
-6.23%
≥ 1.5x AVGO's -0.44%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
9.38%
Less than half of AVGO's -31.92%. David Dodd sees a more disciplined AP approach or lower volume.
-47.01%
Above 1.5x AVGO's -2.04%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
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.
-7.54%
Above 1.5x AVGO's -1.50%. Michael Burry sees a red flag for liquidity risk vs. competitor.
25.57%
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.
-53.35%
Above 1.5x AVGO's -16.23%. Michael Burry sees a much bigger deferred tax load building up.
-5.96%
Less than half of AVGO's 1.75%. David Dodd notes more conservative expansions in non-current obligations.
-19.97%
Above 1.5x AVGO's -0.28%. 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.
-14.37%
Above 1.5x AVGO's -0.55%. Michael Burry sees a potential leverage warning sign.
5.48%
Higher Common Stock (Book Value) Growth compared to AVGO's zero value, indicating worse performance.
11.70%
Below half AVGO's -1.58%. Michael Burry suspects major net losses or high dividends vs. competitor.
-67.54%
Above 1.5x AVGO's -0.48%. 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.
-1.81%
≥ 1.5x AVGO's -0.29%. David Dodd sees stronger capital base growth than competitor.
-6.23%
≥ 1.5x AVGO's -0.44%. David Dodd sees faster overall balance sheet growth than competitor.
30.67%
Higher Total Investments Growth compared to AVGO's zero value, indicating better performance.
4.89%
Above 1.5x AVGO's 1.06%. Michael Burry sees a major jump. Investigate leverage rationale.
2180.95%
Above 1.5x AVGO's 0.94%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.