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.
6.82%
ROE 75-90% of AVGO's 8.47%. Bill Ackman would demand evidence of future operational improvements.
3.97%
ROA 1.25-1.5x AVGO's 3.27%. Walter Schloss would see if improvements in asset turnover can sustain this lead.
7.04%
ROCE above 1.5x AVGO's 4.34%. David Dodd would check if sustainable process or technology advantages are in play.
58.20%
Gross margin 1.25-1.5x AVGO's 52.42%. Bruce Berkowitz would confirm if this advantage is sustainable.
31.25%
Operating margin 1.25-1.5x AVGO's 25.90%. Bruce Berkowitz would investigate if management’s strategy yields a cost advantage.
21.53%
Similar net margin to AVGO's 21.31%. Walter Schloss would conclude both firms have parallel cost-revenue structures.