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.
7.27%
Similar ROE to AVGO's 7.36%. Walter Schloss would examine if both firms share comparable business models.
4.53%
ROA 1.25-1.5x AVGO's 3.50%. Walter Schloss would see if improvements in asset turnover can sustain this lead.
7.30%
ROCE above 1.5x AVGO's 4.79%. David Dodd would check if sustainable process or technology advantages are in play.
60.64%
Gross margin 1.25-1.5x AVGO's 53.13%. Bruce Berkowitz would confirm if this advantage is sustainable.
32.18%
Operating margin 1.25-1.5x AVGO's 26.82%. Bruce Berkowitz would investigate if management’s strategy yields a cost advantage.
23.64%
Net margin 1.25-1.5x AVGO's 21.29%. Bruce Berkowitz would see if cost savings or scale explain the difference.