205.24 - 207.41
139.95 - 221.69
4.54M / 6.54M (Avg.)
37.59 | 5.48
Profitability reveals how effectively the business turns revenues into profits. Higher and improving margins or returns on capital suggest a durable competitive advantage, supporting a stronger intrinsic valuation.
5.58%
ROE 75-90% of AVGO's 7.14%. Bill Ackman would demand evidence of future operational improvements.
2.65%
ROA 75-90% of AVGO's 3.02%. Bill Ackman would demand a clear plan to match competitor efficiency.
3.96%
Similar ROCE to AVGO's 4.05%. Walter Schloss would see if both firms share operational best practices.
37.59%
Gross margin 50-75% of AVGO's 67.96%. Martin Whitman would worry about a persistent competitive disadvantage.
11.22%
Operating margin below 50% of AVGO's 38.85%. Michael Burry would investigate whether this signals deeper issues.
9.73%
Net margin below 50% of AVGO's 33.09%. Michael Burry would suspect deeper competitive or structural weaknesses.