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.
-11.74%
Cash & equivalents declining -11.74% while AVGO's grows 34.56%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
38.45%
Higher Short-Term Investments Growth compared to AVGO's zero value, indicating better performance.
17.66%
Cash + STI yoy 0.5-0.75x AVGO's 34.56%. Martin Whitman would worry about lagging short-term reserves. Confirm debt coverage.
-21.34%
Receivables growth less than half of AVGO's 25.96%. David Dodd might see more conservative credit practices, provided revenue isn't suffering.
-4.52%
Inventory growth below half of AVGO's 3.35%. David Dodd would check if that's due to efficiency or supply constraints.
180.11%
Other current assets growth < half of AVGO's -21.04%. David Dodd sees a leaner approach to short-term items.
-2.95%
Below half of AVGO's 19.12%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
-1.26%
Below half AVGO's 4.89%. 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.
-5.07%
Similar yoy growth to AVGO's -5.53%. Walter Schloss sees parallel intangible investment patterns.
-1.43%
Less than half of AVGO's -4.75%. David Dodd sees fewer intangible expansions vs. competitor. Possibly safer balance sheet.
2.31%
Higher Long-Term Investments Growth compared to AVGO's zero value, indicating better performance.
25.62%
Higher Tax Assets Growth compared to AVGO's zero value, indicating worse performance.
-12.50%
Less than half of AVGO's 77.29%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
-1.03%
≥ 1.5x AVGO's -0.03%. 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.
-1.87%
Below half of AVGO's 6.05%. Michael Burry sees a potential red flag for stagnation or capital shortage.
5.18%
Less than half of AVGO's 23.15%. David Dodd sees a more disciplined AP approach or lower volume.
No Data
No Data available this quarter, please select a different quarter.
13.10%
Higher Tax Payables Growth compared to AVGO's zero value, indicating worse performance.
139.29%
≥ 1.5x AVGO's 8.70%. David Dodd sees stronger subscription/prepayment demand.
7.44%
Less than half of AVGO's 17.71%. David Dodd sees fewer expansions in other current obligations.
2.20%
Less than half of AVGO's 17.54%. David Dodd sees a more disciplined short-term liability approach.
-0.38%
1.1-1.25x AVGO's -0.31%. Bill Ackman questions if the firm is incurring more long-term obligations.
No Data
No Data available this quarter, please select a different quarter.
-87.99%
Higher Deferred Tax Liabilities (Non-Current) Growth compared to AVGO's zero value, indicating worse performance.
-39.02%
Less than half of AVGO's 1.90%. David Dodd notes more conservative expansions in non-current obligations.
-8.38%
Less than half of AVGO's 0.08%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-4.35%
Less than half of AVGO's 3.00%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
1.45%
Below half AVGO's 16.24%. Michael Burry suspects major net losses or high dividends vs. competitor.
-3.70%
Less than half of AVGO's -48.98%. David Dodd sees fewer intangible or market-driven swings than competitor.
No Data
No Data available this quarter, please select a different quarter.
-0.24%
Below half AVGO's 10.11%. Michael Burry sees potential underperformance in building shareholder capital.
-1.87%
Below half AVGO's 6.05%. Michael Burry sees significant shrinkage or inactivity vs. competitor.
34.16%
Higher Total Investments Growth compared to AVGO's zero value, indicating better performance.
-0.29%
Similar yoy changes to AVGO's -0.30%. Walter Schloss notes parallel total debt strategies.
4.03%
Less than half of AVGO's -18.41%. David Dodd sees better deleveraging or stronger cash buildup than competitor.