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.
-6.43%
Cash & equivalents declining -6.43% while AVGO's grows 1.77%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
12.34%
Higher Short-Term Investments Growth compared to AVGO's zero value, indicating better performance.
5.38%
Cash + STI yoy ≥ 1.5x AVGO's 1.77%. David Dodd might see it as a strategic cash buffer advantage. Evaluate deployment plans.
5.49%
Receivables growth less than half of AVGO's 14.59%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
13.38%
Inventory growth above 1.5x AVGO's 5.71%. Michael Burry might suspect a looming inventory glut. Check free cash flow impact.
4.64%
Other current assets growth < half of AVGO's 17.96%. David Dodd sees a leaner approach to short-term items.
5.31%
Similar yoy growth to AVGO's 5.67%. Walter Schloss notes comparable short-term expansions. Investigate quality of these assets.
-4.37%
≥ 1.5x AVGO's -0.12%. David Dodd sees more aggressive capex. Confirm it's not overspending.
0.16%
Less than half of AVGO's -0.07%. David Dodd might see less intangible risk, assuming stable revenue growth.
-1.36%
Less than half of AVGO's -5.68%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
-1.36%
Similar yoy changes to AVGO's -1.66%. Walter Schloss sees parallel intangible strategies or acquisitions.
28.87%
Higher Long-Term Investments Growth compared to AVGO's zero value, indicating better performance.
-14.95%
Higher Tax Assets Growth compared to AVGO's zero value, indicating worse performance.
0.71%
Less than half of AVGO's 6.31%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-1.04%
0.75-0.9x AVGO's -1.33%. Bill Ackman questions if the competitor invests more robustly in future growth.
No Data
No Data available this quarter, please select a different quarter.
1.66%
Below half of AVGO's -0.44%. Michael Burry sees a potential red flag for stagnation or capital shortage.
10.68%
Less than half of AVGO's -31.92%. David Dodd sees a more disciplined AP approach or lower volume.
-59.52%
Above 1.5x AVGO's -2.04%. Michael Burry sees a major discrepancy in short-term leverage. Check coverage and liquidity carefully.
-19.76%
Similar yoy tax payables growth to AVGO's -21.51%. Walter Schloss sees no major difference in near-term tax obligations.
27.27%
≥ 1.5x AVGO's 3.99%. David Dodd sees stronger subscription/prepayment demand.
-19.76%
Less than half of AVGO's 10.36%. David Dodd sees fewer expansions in other current obligations.
-2.21%
1.25-1.5x AVGO's -1.50%. Martin Whitman is wary of bigger short-term burdens.
-2.76%
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.
-11.22%
50-75% of AVGO's -16.23%. Bruce Berkowitz notes relatively lower DTL growth.
9.17%
Above 1.5x AVGO's 1.75%. Michael Burry suspects a looming risk from large additions to LT liabilities.
3.17%
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.
0.71%
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.
0.98%
Below half AVGO's -1.58%. Michael Burry suspects major net losses or high dividends vs. competitor.
36.59%
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.
1.99%
Below half AVGO's -0.29%. Michael Burry sees potential underperformance in building shareholder capital.
1.66%
Below half AVGO's -0.44%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
16.97%
Higher Total Investments Growth compared to AVGO's zero value, indicating better performance.
-12.30%
Less than half of AVGO's 1.06%. David Dodd sees less overall debt expansion vs. competitor.
-59.55%
Less than half of AVGO's 0.94%. David Dodd sees better deleveraging or stronger cash buildup than competitor.