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.
-36.26%
Cash & equivalents declining -36.26% while AVGO's grows 1.77%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
23.63%
Higher Short-Term Investments Growth compared to AVGO's zero value, indicating better performance.
2.46%
Cash + STI yoy 1.25-1.5x AVGO's 1.77%. Bruce Berkowitz would check if the firm is preparing for expansions or simply hoarding.
6.64%
Receivables growth less than half of AVGO's 14.59%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
1.83%
Inventory growth below half of AVGO's 5.71%. David Dodd would check if that's due to efficiency or supply constraints.
-34.51%
Other current assets growth < half of AVGO's 17.96%. David Dodd sees a leaner approach to short-term items.
-2.03%
Below half of AVGO's 5.67%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-3.08%
≥ 1.5x AVGO's -0.12%. David Dodd sees more aggressive capex. Confirm it's not overspending.
0.51%
Less than half of AVGO's -0.07%. David Dodd might see less intangible risk, assuming stable revenue growth.
-6.91%
1.1-1.25x AVGO's -5.68%. Bill Ackman wonders if the firm invests more in intangible IP or capitalizes R&D aggressively.
-1.88%
1.1-1.25x AVGO's -1.66%. Bill Ackman might question if intangible expansions are riskier than competitor's approach.
4.33%
Higher Long-Term Investments Growth compared to AVGO's zero value, indicating better performance.
4.94%
Higher Tax Assets Growth compared to AVGO's zero value, indicating worse performance.
-12.00%
Less than half of AVGO's 6.31%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-2.22%
≥ 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.
-2.11%
≥ 1.5x AVGO's -0.44%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
3.54%
Less than half of AVGO's -31.92%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
-18.72%
Similar yoy tax payables growth to AVGO's -21.51%. Walter Schloss sees no major difference in near-term tax obligations.
No Data
No Data available this quarter, please select a different quarter.
-18.72%
Less than half of AVGO's 10.36%. David Dodd sees fewer expansions in other current obligations.
3.89%
Less than half of AVGO's -1.50%. David Dodd sees a more disciplined short-term liability approach.
No Data
No Data available this quarter, please select a different quarter.
No Data
No Data available this quarter, please select a different quarter.
35.00%
Less than half of AVGO's -16.23%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
-3.99%
Less than half of AVGO's 1.75%. David Dodd notes more conservative expansions in non-current obligations.
-2.63%
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.
2.41%
Less than half of AVGO's -0.55%. David Dodd sees far fewer liability expansions relative to competitor.
0.06%
Higher Common Stock (Book Value) Growth compared to AVGO's zero value, indicating worse performance.
3.57%
Below half AVGO's -1.58%. Michael Burry suspects major net losses or high dividends 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.
-3.11%
≥ 1.5x AVGO's -0.29%. David Dodd sees stronger capital base growth than competitor.
-2.11%
≥ 1.5x AVGO's -0.44%. David Dodd sees faster overall balance sheet growth than competitor.
21.72%
Higher Total Investments Growth compared to AVGO's zero value, indicating better performance.
No Data
No Data available this quarter, please select a different quarter.
36.26%
Above 1.5x AVGO's 0.94%. Michael Burry sees a major gap in net debt growth. Check coverage and liquidity.