176.45 - 178.59
86.62 - 184.48
124.91M / 173.95M (Avg.)
50.81 | 3.50
Shows the trajectory of a company's cash-generation capacity. Consistent growth in operating and free cash flow suggests a robust, self-funding business model—crucial for value investors seeking undervalued, cash-rich opportunities.
23.82%
Net income growth 1.25-1.5x AVGO's 17.91%. Bruce Berkowitz would verify whether cost discipline or revenue gains drive the outperformance.
3.51%
Less D&A growth vs. AVGO's 7.02%, reducing the hit to reported earnings. David Dodd would confirm that core assets remain sufficient.
180.05%
Well above AVGO's 100.00% if it’s a large positive yoy. Michael Burry would see a bigger future tax burden vs. competitor’s approach.
-3.00%
Negative yoy SBC while AVGO is 25.00%. Joel Greenblatt would see less immediate dilution advantage if talent levels remain strong.
-828.21%
Both reduce yoy usage, with AVGO at -87.50%. Martin Whitman would find an industry or cyclical factor prompting leaner operational approaches.
-165.64%
Both yoy AR lines negative, with AVGO at -95.79%. Martin Whitman would suspect an overall sector lean approach or softer demand.
-116.35%
Both reduce yoy inventory, with AVGO at -1400.00%. Martin Whitman would find a widespread caution or cyclical demand drop in the niche.
131.35%
AP growth well above AVGO's 133.33%. Michael Burry would be concerned about potential late payments or short-term liquidity strain relative to competitor.
61.98%
Growth well above AVGO's 109.26%. Michael Burry would see a potential hidden liquidity or overhead issue overshadowing competitor's approach.
34.51%
Some yoy increase while AVGO is negative at -33.33%. John Neff would see competitor possibly reining in intangible charges or revaluations more effectively than we do.
-45.08%
Negative yoy CFO while AVGO is 9.61%. Joel Greenblatt would see a disadvantage in operational cash generation vs. competitor.
-29.42%
Both yoy lines negative, with AVGO at -40.38%. Martin Whitman would suspect a cyclical or broad capital spending slowdown in the niche.
No Data
No Data available this quarter, please select a different quarter.
27.25%
Purchases growth of 27.25% while AVGO is zero at 0.00%. Bruce Berkowitz sees a mild difference in portfolio building that might matter for returns.
214.86%
Liquidation growth of 214.86% while AVGO is zero at 0.00%. Bruce Berkowitz sees a mild difference in monetizing portfolio items that must be justified by market valuations.
55052.00%
Growth of 55052.00% while AVGO is zero at 0.00%. Bruce Berkowitz sees a moderate difference requiring justification by ROI in these smaller invests.
408.43%
We have mild expansions while AVGO is negative at -13.46%. John Neff sees competitor possibly divesting or pausing expansions more aggressively.
-2.95%
We cut debt repayment yoy while AVGO is 0.00%. Joel Greenblatt sees competitor possibly lowering risk more if expansions do not hamper them.
No Data
No Data available this quarter, please select a different quarter.
-650.00%
We cut yoy buybacks while AVGO is 100.00%. Joel Greenblatt would question if competitor is gaining a per-share edge unless expansions justify holding cash here.