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.
6.86%
Revenue growth above 1.5x AVGO's 2.49%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
7.84%
Gross profit growth above 1.5x AVGO's 2.96%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
55.61%
EBIT growth above 1.5x AVGO's 3.79%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
50.63%
Operating income growth above 1.5x AVGO's 3.79%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
68.30%
Net income growth above 1.5x AVGO's 7.20%. David Dodd would check if a unique moat or cost structure secures superior bottom-line gains.
65.22%
EPS growth above 1.5x AVGO's 7.84%. David Dodd would review if superior product economics or effective buybacks drive the outperformance.
72.73%
Diluted EPS growth above 1.5x AVGO's 8.00%. David Dodd would see if there's a robust moat protecting these shareholder gains.
-0.26%
Both firms reduce share counts. Martin Whitman would compare buyback intensity relative to free cash flow generation.
-0.94%
Reduced diluted shares while AVGO is at 0.00%. Joel Greenblatt would see a relative advantage if the competitor is diluting more.
0.26%
Dividend growth under 50% of AVGO's 10.80%. Michael Burry might suspect more pressing needs for cash or weaker earnings power.
50.33%
Similar OCF growth to AVGO's 51.80%. Walter Schloss would assume comparable operations or industry factors.
52.89%
FCF growth 75-90% of AVGO's 68.48%. Bill Ackman might push for improved capital allocation or operational changes to match the competitor.
157.09%
10Y revenue/share CAGR above 1.5x AVGO's 55.71%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
22.78%
5Y revenue/share CAGR under 50% of AVGO's 55.71%. Michael Burry would suspect a significant competitive gap or product weakness.
50.86%
3Y revenue/share CAGR similar to AVGO's 55.71%. Walter Schloss would assume both companies experience comparable short-term cycles.
190.70%
10Y OCF/share CAGR in line with AVGO's 180.39%. Walter Schloss would see both as similarly efficient over the decade.
-5.25%
Negative 5Y OCF/share CAGR while AVGO is at 180.39%. Joel Greenblatt would question the firm’s operational model or cost structure.
34.69%
3Y OCF/share CAGR under 50% of AVGO's 180.39%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
682.46%
Net income/share CAGR 1.25-1.5x AVGO's 479.11%. Bruce Berkowitz might see more effective use of capital or consistently better margins over time.
-7.84%
Negative 5Y net income/share CAGR while AVGO is 479.11%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.
90.65%
Below 50% of AVGO's 479.11%. Michael Burry suspects a steep short-term disadvantage in bottom-line expansion.
63.47%
Below 50% of AVGO's 150.73%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
22.37%
Below 50% of AVGO's 150.73%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
34.60%
Below 50% of AVGO's 150.73%. Michael Burry suspects a serious short-term disadvantage in building book value.
643.71%
Dividend/share CAGR of 643.71% while AVGO is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
113.74%
Dividend/share CAGR of 113.74% while AVGO is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
55.92%
3Y dividend/share CAGR of 55.92% while AVGO is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
10.22%
Our AR growth while AVGO is cutting. John Neff questions if the competitor outperforms in collections or if we’re pushing credit to maintain sales.
1.73%
Inventory shrinking or stable vs. AVGO's 12.95%. David Dodd confirms the company’s supply-chain is more efficient if sales are unaffected.
-2.44%
Negative asset growth while AVGO invests at 6.83%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.
1.05%
Under 50% of AVGO's 6.66%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
-11.01%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
-5.70%
Our R&D shrinks while AVGO invests at 2.44%. Joel Greenblatt checks if we risk falling behind a competitor’s new product pipeline.
-1.30%
We cut SG&A while AVGO invests at 2.00%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.