205.24 - 207.41
139.95 - 221.69
4.54M / 6.59M (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.
8.41%
Similar ROE to AVGO's 9.10%. Walter Schloss would examine if both firms share comparable business models.
5.15%
ROA 1.25-1.5x AVGO's 4.05%. Walter Schloss would see if improvements in asset turnover can sustain this lead.
8.35%
ROCE above 1.5x AVGO's 5.43%. David Dodd would check if sustainable process or technology advantages are in play.
58.51%
Similar gross margin to AVGO's 54.18%. Walter Schloss would check if both companies have comparable cost structures.
35.81%
Operating margin 1.25-1.5x AVGO's 27.93%. Bruce Berkowitz would investigate if management’s strategy yields a cost advantage.
26.22%
Net margin 1.25-1.5x AVGO's 23.32%. Bruce Berkowitz would see if cost savings or scale explain the difference.