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.
6.33%
ROE 50-75% of AVGO's 9.67%. Martin Whitman would question whether management can close the gap.
3.78%
ROA 1.25-1.5x AVGO's 3.28%. Walter Schloss would see if improvements in asset turnover can sustain this lead.
6.36%
ROCE above 1.5x AVGO's 4.07%. David Dodd would check if sustainable process or technology advantages are in play.
57.65%
Gross margin 1.25-1.5x AVGO's 50.52%. Bruce Berkowitz would confirm if this advantage is sustainable.
30.41%
Operating margin 1.25-1.5x AVGO's 24.53%. Bruce Berkowitz would investigate if management’s strategy yields a cost advantage.
20.83%
Similar net margin to AVGO's 21.47%. Walter Schloss would conclude both firms have parallel cost-revenue structures.