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.
8.61%
Revenue growth above 1.5x AVGO's 4.68%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
11.90%
Gross profit growth at 50-75% of AVGO's 19.34%. Martin Whitman would question if cost structure or brand is lagging.
22.28%
EBIT growth above 1.5x AVGO's 14.44%. David Dodd would confirm if core operations or niche positioning yield superior profitability.
24.52%
Operating income growth above 1.5x AVGO's 14.44%. David Dodd would confirm if consistent cost or pricing advantages drive this outperformance.
20.85%
Positive net income growth while AVGO is negative. John Neff might see a big relative performance advantage.
20.33%
Positive EPS growth while AVGO is negative. John Neff might see a significant comparative advantage in per-share earnings dynamics.
20.49%
Positive diluted EPS growth while AVGO is negative. John Neff might view this as a strong relative advantage in controlling dilution.
0.11%
Share reduction more than 1.5x AVGO's 0.28%. David Dodd would see if the company is taking advantage of undervaluation to retire shares.
0.11%
Slight or no buyback while AVGO is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.
0.06%
Dividend growth at 50-75% of AVGO's 0.09%. Martin Whitman would question if the firm lags in returning cash to shareholders.
10.25%
OCF growth 1.25-1.5x AVGO's 8.36%. Bruce Berkowitz would see if superior pricing or efficient operations explain the gap.
-17.95%
Negative FCF growth while AVGO is at 7.71%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
37.66%
10Y revenue/share CAGR under 50% of AVGO's 452.27%. Michael Burry would suspect a lasting competitive disadvantage.
12.73%
5Y revenue/share CAGR under 50% of AVGO's 102.31%. Michael Burry would suspect a significant competitive gap or product weakness.
-9.62%
Negative 3Y CAGR while AVGO stands at 70.41%. Joel Greenblatt would look for missteps or fading competitiveness that hurt sales.
45.40%
10Y OCF/share CAGR under 50% of AVGO's 747.40%. Michael Burry would worry about a persistent underperformance in cash creation.
-10.96%
Negative 5Y OCF/share CAGR while AVGO is at 75.12%. Joel Greenblatt would question the firm’s operational model or cost structure.
-27.88%
Negative 3Y OCF/share CAGR while AVGO stands at 23.85%. Joel Greenblatt would demand an urgent turnaround in the firm’s cost or revenue drivers.
91.44%
Positive 10Y CAGR while AVGO is negative. John Neff might see a substantial advantage in bottom-line trajectory.
-2.12%
Both exhibit negative net income/share growth over five years. Martin Whitman would suspect a challenging environment for the entire niche.
-29.28%
Both companies show negative 3Y net income/share growth. Martin Whitman suspects macro or sector-specific headwinds in the short run.
91.46%
Below 50% of AVGO's 1036.15%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
96.82%
5Y equity/share CAGR at 50-75% of AVGO's 160.59%. Martin Whitman would question a shortfall in capital accumulation vs. the competitor.
43.67%
Below 50% of AVGO's 138.07%. Michael Burry suspects a serious short-term disadvantage in building book value.
332.01%
Below 50% of AVGO's 1700.83%. Michael Burry might see weaker long-term distribution growth, raising questions about the firm's capital allocation.
68.60%
5Y dividend/share CAGR at 50-75% of AVGO's 98.00%. Martin Whitman might see a lagging policy in mid-term shareholder returns.
27.39%
3Y dividend/share CAGR at 50-75% of AVGO's 39.24%. Martin Whitman might see a weaker short-term approach to distributing cash.
8.83%
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.
4.63%
Inventory growth well above AVGO's 2.82%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
0.78%
Positive asset growth while AVGO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
0.20%
Positive BV/share change while AVGO is negative. John Neff sees a clear edge over a competitor losing equity.
4.92%
We have some new debt while AVGO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
-1.20%
Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.
-7.96%
Both reduce SG&A yoy. Martin Whitman sees a cost war or cyclical slowdown forcing overhead cuts.