205.24 - 207.41
139.95 - 221.69
4.54M / 6.54M (Avg.)
37.59 | 5.48
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.
2.34%
Revenue growth above 1.5x AVGO's 0.59%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
1.44%
Gross profit growth above 1.5x AVGO's 0.51%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
10.06%
Positive EBIT growth while AVGO is negative. John Neff might see a substantial edge in operational management.
9.27%
Positive operating income growth while AVGO is negative. John Neff might view this as a competitive edge in operations.
-7.68%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-3.85%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-4.00%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
-5.29%
Share reduction while AVGO is at 0.26%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-4.04%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
8.69%
Dividend growth above 1.5x AVGO's 0.14%. David Dodd would verify if the firm's cash flow is robust enough for these payouts.
-58.68%
Negative OCF growth while AVGO is at 7.23%. Joel Greenblatt would demand a turnaround plan focusing on real cash generation.
-152.53%
Negative FCF growth while AVGO is at 6.62%. Joel Greenblatt would demand improved cost control or more strategic capex discipline.
43.68%
10Y revenue/share CAGR under 50% of AVGO's 409.54%. Michael Burry would suspect a lasting competitive disadvantage.
-12.20%
Negative 5Y CAGR while AVGO stands at 122.61%. Joel Greenblatt would push for a turnaround plan or reevaluation of the company’s product line.
14.04%
3Y revenue/share CAGR under 50% of AVGO's 60.90%. Michael Burry might see a serious short-term decline in relevance vs. the competitor.
322.80%
10Y OCF/share CAGR at 50-75% of AVGO's 441.92%. Martin Whitman might fear a structural deficiency in operational efficiency.
57.02%
5Y OCF/share CAGR at 75-90% of AVGO's 73.80%. Bill Ackman would push for operational improvements to match competitor’s mid-term gains.
29.13%
3Y OCF/share CAGR at 75-90% of AVGO's 34.25%. Bill Ackman would press for improvements in margin or overhead to catch up.
2488.56%
Net income/share CAGR above 1.5x AVGO's 691.11% over 10 years. David Dodd would confirm if brand, IP, or scale secure this persistent advantage.
66.59%
Below 50% of AVGO's 651.30%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
205.05%
3Y net income/share CAGR above 1.5x AVGO's 66.58%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
261.53%
Below 50% of AVGO's 839.21%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
211.41%
5Y equity/share CAGR 1.25-1.5x AVGO's 147.32%. Bruce Berkowitz confirms if reinvested profits or buybacks explain the superior buildup.
147.24%
3Y equity/share CAGR at 75-90% of AVGO's 188.08%. Bill Ackman pushes for margin or operational changes to match the competitor’s pace.
16.57%
Below 50% of AVGO's 1441.93%. Michael Burry might see weaker long-term distribution growth, raising questions about the firm's capital allocation.
38.50%
5Y dividend/share CAGR at 50-75% of AVGO's 71.80%. Martin Whitman might see a lagging policy in mid-term shareholder returns.
2.24%
Below 50% of AVGO's 38.29%. Michael Burry suspects the firm invests elsewhere or can’t match the competitor’s dividend policy.
0.10%
AR growth is negative/stable vs. AVGO's 14.59%, indicating tighter credit discipline. David Dodd confirms it doesn't hamper actual sales.
4.81%
Inventory growth well above AVGO's 5.71%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
16.45%
Positive asset growth while AVGO is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.
27.76%
Positive BV/share change while AVGO is negative. John Neff sees a clear edge over a competitor losing equity.
-2.41%
We’re deleveraging while AVGO stands at 1.06%. Joel Greenblatt considers if we gain a balance-sheet advantage for potential downturns.
18.99%
R&D growth drastically higher vs. AVGO's 19.53%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
-18.83%
We cut SG&A while AVGO invests at 14.12%. Joel Greenblatt sees a short-term margin benefit but wonders if the competitor invests for future gains.