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.
-21.40%
Cash & equivalents declining -21.40% while AVGO's grows 25.39%. Howard Marks would question why our liquidity is shrinking while competitor builds cash.
22.62%
Higher Short-Term Investments Growth compared to AVGO's zero value, indicating better performance.
1.80%
Below half of AVGO's 25.39%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
12.02%
Receivables growth 1.1-1.25x AVGO's 9.88%. Bill Ackman would demand reasons for extending more credit than the competitor.
-3.32%
Inventory growth 50-75% of AVGO's -5.08%. Bruce Berkowitz sees relatively tighter stock. Confirm sales aren't sacrificed.
-18.87%
Other current assets growth < half of AVGO's 30.19%. David Dodd sees a leaner approach to short-term items.
1.62%
Below half of AVGO's 20.22%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
4.96%
Below half AVGO's -0.52%. 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.
-20.44%
Above 1.5x AVGO's -8.12%. Michael Burry might suspect inflated intangible valuations or questionable M&A additions.
-1.21%
50-75% of AVGO's -2.25%. Bruce Berkowitz notes lower intangible reliance than competitor.
379.59%
Higher Long-Term Investments Growth compared to AVGO's zero value, indicating better performance.
-3.50%
Higher Tax Assets Growth compared to AVGO's zero value, indicating worse performance.
-19.39%
Higher Other Non-Current Assets Growth compared to AVGO's zero value, indicating worse performance.
1.34%
Below half of AVGO's -2.13%. Michael Burry might suspect stagnation or lack of resources for expansions.
No Data
No Data available this quarter, please select a different quarter.
1.49%
Similar yoy to AVGO's 1.37%. Walter Schloss sees parallel expansions. Evaluate the quality of these assets.
36.63%
Above 1.5x AVGO's 7.42%. Michael Burry questions if payables are being stretched to avoid short-term borrowing.
-100.00%
Less than half of AVGO's 4.47%. David Dodd sees much smaller short-term leverage burden vs. competitor.
107.46%
Above 1.5x AVGO's 27.73%. Michael Burry questions if there's an abrupt jump in tax obligations or poor payment scheduling.
-100.00%
Below half of AVGO's 18.24%. Michael Burry suspects a big gap in pre-sales traction.
-39.11%
50-75% of AVGO's -52.79%. Bruce Berkowitz notes a more controlled liability line.
-28.87%
Less than half of AVGO's 5.07%. David Dodd sees a more disciplined short-term liability approach.
0.03%
Less than half of AVGO's 2.07%. David Dodd sees more deleveraging vs. competitor.
-0.76%
Below half AVGO's -10.69%. Michael Burry suspects a serious gap in multi-year pipeline.
-2.22%
Less than half of AVGO's 10.69%. David Dodd sees fewer additions to deferred tax liabilities vs. competitor.
20.89%
Above 1.5x AVGO's 11.12%. Michael Burry suspects a looming risk from large additions to LT liabilities.
-0.01%
Less than half of AVGO's 1.35%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
No Data available this quarter, please select a different quarter.
-6.80%
Less than half of AVGO's 1.81%. David Dodd sees far fewer liability expansions relative to competitor.
No Data
No Data available this quarter, please select a different quarter.
1.92%
Higher Retained Earnings Growth compared to AVGO's zero value, indicating better performance.
3.61%
Above 1.5x AVGO's 0.93%. 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.
10.66%
≥ 1.5x AVGO's 0.41%. David Dodd sees stronger capital base growth than competitor.
1.49%
Similar yoy to AVGO's 1.37%. Walter Schloss sees parallel expansions in total capital.
20.91%
Higher Total Investments Growth compared to AVGO's zero value, indicating better performance.
-8.06%
Less than half of AVGO's 2.12%. David Dodd sees less overall debt expansion vs. competitor.
3.17%
Less than half of AVGO's -3.18%. David Dodd sees better deleveraging or stronger cash buildup than competitor.