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.
-8.74%
Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.
-1.10%
Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.
3.79%
Positive EBIT growth while AVGO is negative. John Neff might see a substantial edge in operational management.
8.77%
Positive operating income growth while AVGO is negative. John Neff might view this as a competitive edge in operations.
-11.07%
Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.
-11.54%
Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.
-15.38%
Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.
0.62%
Slight or no buybacks while AVGO is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
1.04%
Slight or no buyback while AVGO is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.
0.42%
Dividend growth under 50% of AVGO's 7.41%. Michael Burry might suspect more pressing needs for cash or weaker earnings power.
-53.76%
Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.
-57.70%
Both companies show negative FCF growth. Martin Whitman would consider an industry-wide capital spending surge or margin compression.
183.96%
10Y revenue/share CAGR above 1.5x AVGO's 33.63%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.
23.39%
5Y revenue/share CAGR at 50-75% of AVGO's 33.63%. Martin Whitman would worry about a lagging mid-term growth trajectory.
66.90%
3Y revenue/share CAGR above 1.5x AVGO's 33.63%. David Dodd would confirm if there's an emerging competitive moat driving recent gains.
152.15%
10Y OCF/share CAGR under 50% of AVGO's 3135.31%. Michael Burry would worry about a persistent underperformance in cash creation.
2.25%
Below 50% of AVGO's 3135.31%. Michael Burry would be alarmed about sustained underperformance in generating free operational cash.
99.54%
3Y OCF/share CAGR under 50% of AVGO's 3135.31%. Michael Burry would worry about a significant short-term disadvantage in generating operational cash.
1259.23%
Net income/share CAGR at 50-75% of AVGO's 1719.73%. Martin Whitman might question if the firm’s product or cost base lags behind.
-35.21%
Negative 5Y net income/share CAGR while AVGO is 1719.73%. Joel Greenblatt would see fundamental missteps limiting profitability vs. the competitor.
1638.85%
3Y net income/share CAGR similar to AVGO's 1719.73%. Walter Schloss would attribute it to shared growth factors or demand patterns.
55.33%
Equity/share CAGR of 55.33% while AVGO is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.
23.79%
Equity/share CAGR of 23.79% while AVGO is zero. Bruce Berkowitz might see a minor advantage that could compound if the firm maintains positive net worth growth.
34.09%
Equity/share CAGR of 34.09% while AVGO is zero. Bruce Berkowitz sees if minor gains can snowball into a bigger lead soon.
776.07%
Dividend/share CAGR of 776.07% while AVGO is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
324.16%
Dividend/share CAGR of 324.16% while AVGO is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
54.27%
3Y dividend/share CAGR of 54.27% while AVGO is zero. Bruce Berkowitz sees a minor positive difference that could attract dividend-focused investors.
-4.34%
Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.
3.64%
We show growth while AVGO is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.
-2.38%
Both reduce assets yoy. Martin Whitman suspects a broader sector retraction or post-boom asset trimming cycle.
0.47%
Under 50% of AVGO's 1.69%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
-5.49%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
7.38%
We increase R&D while AVGO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
4.05%
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.