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.
6.07%
Revenue growth above 1.5x AVGO's 0.98%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
7.06%
Gross profit growth above 1.5x AVGO's 2.67%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
12.90%
EBIT growth 1.25-1.5x AVGO's 11.49%. Bruce Berkowitz would verify if strategic initiatives are driving this edge.
13.14%
Operating income growth 1.25-1.5x AVGO's 11.49%. Bruce Berkowitz would see if strategic measures (e.g., cost cutting, product mix) are succeeding.
11.74%
Positive net income growth while AVGO is negative. John Neff might see a big relative performance advantage.
12.59%
Positive EPS growth while AVGO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
12.86%
Positive diluted EPS growth while AVGO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
-0.82%
Share reduction while AVGO is at 2.14%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-0.80%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
0.16%
Maintaining or increasing dividends while AVGO cut them. John Neff might see a strong edge in shareholder returns.
15.33%
Positive OCF growth while AVGO is negative. John Neff would see this as a clear operational advantage vs. the competitor.
10.08%
FCF growth above 1.5x AVGO's 0.14%. David Dodd would verify if the firm’s strategic investments yield superior returns.
69.30%
10Y revenue/share CAGR under 50% of AVGO's 473.97%. Michael Burry would suspect a lasting competitive disadvantage.
48.57%
5Y revenue/share CAGR under 50% of AVGO's 353.42%. Michael Burry would suspect a significant competitive gap or product weakness.
30.76%
3Y revenue/share CAGR under 50% of AVGO's 79.84%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
169.40%
10Y OCF/share CAGR under 50% of AVGO's 1763.79%. Michael Burry would worry about a persistent underperformance in cash creation.
106.95%
Below 50% of AVGO's 845.94%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
57.28%
3Y OCF/share CAGR under 50% of AVGO's 133.92%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
275.27%
Below 50% of AVGO's 1252.77%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
182.32%
Below 50% of AVGO's 385.76%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
107.02%
3Y net income/share CAGR 50-75% of AVGO's 207.11%. Martin Whitman might see a lagging edge in short-term profitability vs. the competitor.
40.20%
Equity/share CAGR of 40.20% while AVGO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
7.63%
Below 50% of AVGO's 480.81%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
10.99%
Below 50% of AVGO's 295.19%. Michael Burry suspects a serious short-term disadvantage in building book value.
518.41%
Dividend/share CAGR of 518.41% while AVGO is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
121.07%
Below 50% of AVGO's 736.28%. Michael Burry worries the firm returns far less capital to shareholders over 5 years.
82.03%
Below 50% of AVGO's 346.80%. Michael Burry suspects the firm invests elsewhere or can’t match the competitor’s dividend policy.
2.19%
AR growth is negative/stable vs. AVGO's 9.49%, indicating tighter credit discipline. David Dodd confirms it doesn't hamper actual sales.
1.24%
We show growth while AVGO is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.
0.25%
Positive asset growth while AVGO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
-0.29%
Both erode book value/share. Martin Whitman suspects a difficult environment or poor capital deployment for both players.
0.02%
Debt growth far above AVGO's 0.03%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
1.56%
R&D growth drastically higher vs. AVGO's 2.46%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
-10.20%
Both reduce SG&A yoy. Martin Whitman sees a cost war or cyclical slowdown forcing overhead cuts.