PerformanceRiskValuationProfitabilityCashflowLiquidityESGRevenue & Geographic ExposureForecastFinancial GrowthIncome GrowthCashflow GrowthBalance Sheet Growth
176.45 - 178.59
86.62 - 184.48
124.91M / 173.95M (Avg.)
50.81 | 3.50
Steady, sustainable growth is a hallmark of high-quality businesses. Value investors watch these metrics to confirm that the company's fundamental performance aligns with—or outpaces—its current market valuation.
-7.96%
Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.
-6.66%
Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.
-23.85%
Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.
-23.85%
Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.
-30.62%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-31.82%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-31.82%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
0.89%
Share count expansion well above AVGO's 0.36%. Michael Burry would question if management is raising capital unnecessarily or is over-incentivizing employees with stock.
2.05%
Diluted share count expanding well above AVGO's 0.70%. Michael Burry would fear significant dilution to existing owners' stakes.
-1.35%
Dividend reduction while AVGO stands at 4.79%. Joel Greenblatt would question the firm’s cash flow stability or capital allocation decisions.
-44.44%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-47.53%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
81.68%
10Y revenue/share CAGR under 50% of AVGO's 271.80%. Michael Burry would suspect a lasting competitive disadvantage.
18.70%
5Y revenue/share CAGR under 50% of AVGO's 181.31%. Michael Burry would suspect a significant competitive gap or product weakness.
39.59%
3Y revenue/share CAGR under 50% of AVGO's 173.06%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
153.08%
10Y OCF/share CAGR under 50% of AVGO's 9254.87%. Michael Burry would worry about a persistent underperformance in cash creation.
4809.05%
5Y OCF/share CAGR above 1.5x AVGO's 518.07%. David Dodd would confirm if the firm has better cost structures or brand premium boosting mid-term cash flow.
3096.56%
3Y OCF/share CAGR above 1.5x AVGO's 127.54%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
91.62%
Below 50% of AVGO's 4754.27%. Michael Burry would worry about a sizable gap in long-term profitability gains vs. the competitor.
0.61%
Below 50% of AVGO's 176.78%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
148.69%
3Y net income/share CAGR 75-90% of AVGO's 167.85%. Bill Ackman might push for an operational plan to match or beat the competitor’s short-term growth.
241.19%
Equity/share CAGR of 241.19% while AVGO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
64.54%
Below 50% of AVGO's 172.14%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
19.19%
Below 50% of AVGO's 80.62%. Michael Burry suspects a serious short-term disadvantage in building book value.
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-4.01%
Firm’s AR is declining while AVGO shows 4.02%. Joel Greenblatt sees stronger working capital efficiency if sales hold up.
-9.30%
Both reduce inventory yoy. Martin Whitman suspects a broader move to lean operations or industry slowdown in demand.
1.24%
Asset growth at 50-75% of AVGO's 1.75%. Martin Whitman questions if the firm is lagging expansions or if the competitor invests more aggressively.
2.22%
Under 50% of AVGO's 8.24%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
0.40%
We have some new debt while AVGO reduces theirs. John Neff sees the competitor as more cautious unless our expansions pay off strongly.
-2.66%
Both reduce R&D yoy. Martin Whitman sees an industry shifting to cost reduction or limited breakthroughs in the near term.
14.80%
We expand SG&A while AVGO cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.