205.24 - 207.41
139.95 - 221.69
4.54M / 6.54M (Avg.)
37.59 | 5.48
Steady, sustainable growth is a hallmark of high-quality businesses. Value investors watch these metrics to confirm that the company's fundamental performance aligns with—or outpaces—its current market valuation.
-3.77%
Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.
-7.59%
Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.
-25.49%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-26.18%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
-29.30%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-29.11%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-28.57%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
-0.43%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
0.42%
Slight or no buyback while AVGO is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.
0.43%
Dividend growth of 0.43% while AVGO is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.
-58.05%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-65.34%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
103.42%
10Y revenue/share CAGR above 1.5x AVGO's 32.16%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
38.18%
5Y revenue/share CAGR 1.25-1.5x AVGO's 32.16%. Bruce Berkowitz would verify if cost efficiency or pricing power supports this advantage.
17.88%
3Y revenue/share CAGR at 50-75% of AVGO's 32.16%. Martin Whitman would question if the firm lags behind competitor innovations.
557.38%
10Y OCF/share CAGR under 50% of AVGO's 1581.20%. Michael Burry would worry about a persistent underperformance in cash creation.
25.82%
Below 50% of AVGO's 1581.20%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
-8.46%
Negative 3Y OCF/share CAGR while AVGO stands at 1581.20%. Joel Greenblatt would demand an urgent turnaround in the firm’s cost or revenue drivers.
339.00%
Below 50% of AVGO's 1653.86%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
54.62%
Below 50% of AVGO's 1653.86%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
14.40%
Below 50% of AVGO's 1653.86%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
23.29%
Equity/share CAGR of 23.29% while AVGO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
27.79%
Equity/share CAGR of 27.79% while AVGO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
21.98%
Equity/share CAGR of 21.98% while AVGO is zero. Bruce Berkowitz sees if minor gains can snowball into a bigger lead soon.
526.91%
Dividend/share CAGR of 526.91% while AVGO is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
332.92%
Dividend/share CAGR of 332.92% while AVGO is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
30.81%
3Y dividend/share CAGR of 30.81% while AVGO is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
3.29%
AR growth well above AVGO's 2.11%. Michael Burry fears inflated revenue or higher default risk in the near future.
10.39%
Inventory growth well above AVGO's 7.41%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
-0.68%
Both reduce assets yoy. Martin Whitman suspects a broader sector retraction or post-boom asset trimming cycle.
1.75%
Under 50% of AVGO's 9.24%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
No Data
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7.65%
We increase R&D while AVGO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
1.54%
We expand SG&A while AVGO cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.