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.
-1.56%
Cash & equivalents declining -1.56% while AVGO's grows 1.77%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
27.03%
Higher Short-Term Investments Growth compared to AVGO's zero value, indicating better performance.
16.38%
Cash + STI yoy ≥ 1.5x AVGO's 1.77%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
-19.03%
Receivables growth less than half of AVGO's 14.59%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-4.01%
Inventory growth below half of AVGO's 5.71%. David Dodd would check if that's due to efficiency or supply constraints.
-9.17%
Other current assets growth < half of AVGO's 17.96%. David Dodd sees a leaner approach to short-term items.
7.12%
1.25-1.5x AVGO's 5.67%. Bruce Berkowitz checks if strong current asset growth is used effectively.
-3.33%
≥ 1.5x AVGO's -0.12%. David Dodd sees more aggressive capex. Confirm it's not overspending.
-100.00%
Above 1.5x AVGO's -0.07%. Michael Burry warns of potential big write-downs if synergy fails.
-0.48%
Less than half of AVGO's -5.68%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-0.48%
Less than half of AVGO's -1.66%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
-100.00%
Both AVGO and the company show zero Long-Term Investments Growth.
-5.94%
Higher Tax Assets Growth compared to AVGO's zero value, indicating worse performance.
33.45%
Above 1.5x AVGO's 6.31%. Michael Burry warns of potential hidden liabilities or intangible bloat.
-6.83%
≥ 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.
-1.48%
≥ 1.5x AVGO's -0.44%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
-61.64%
Above 1.5x AVGO's -31.92%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
146.78%
Less than half of AVGO's -2.04%. David Dodd sees much smaller short-term leverage burden vs. competitor.
-100.00%
Above 1.5x AVGO's -21.51%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
4620.00%
≥ 1.5x AVGO's 3.99%. David Dodd sees stronger subscription/prepayment demand.
40.19%
Exceeding 1.5x AVGO's 10.36%. Michael Burry suspects ballooning short-term obligations vs. competitor.
11.99%
Less than half of AVGO's -1.50%. David Dodd sees a more disciplined short-term liability approach.
-23.15%
Less than half of AVGO's 1.36%. David Dodd sees more deleveraging vs. competitor.
No Data
No Data available this quarter, please select a different quarter.
84.29%
Less than half of AVGO's -16.23%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
13.28%
Above 1.5x AVGO's 1.75%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-3.32%
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.
3.62%
Less than half of AVGO's -0.55%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
-6.86%
≥ 1.5x AVGO's -1.58%. David Dodd sees higher yoy retained profits than competitor.
47.76%
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.
-3.23%
≥ 1.5x AVGO's -0.29%. David Dodd sees stronger capital base growth than competitor.
-1.48%
≥ 1.5x AVGO's -0.44%. David Dodd sees faster overall balance sheet growth than competitor.
-21.38%
Both AVGO and the company show zero Total Investments Growth.
No Data
No Data available this quarter, please select a different quarter.
5.15%
Above 1.5x AVGO's 0.94%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.