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.
-2.70%
Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.
-0.29%
Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.
4.57%
EBIT growth 50-75% of AVGO's 7.28%. Martin Whitman would suspect suboptimal resource allocation.
-1.29%
Negative operating income growth while AVGO is at 7.28%. Joel Greenblatt would press for urgent turnaround measures.
17.55%
Net income growth under 50% of AVGO's 46.23%. Michael Burry would suspect the firm is falling well behind a key competitor.
19.84%
EPS growth under 50% of AVGO's 53.85%. Michael Burry would suspect deeper structural issues or share dilution limiting per-share gains.
19.35%
Diluted EPS growth under 50% of AVGO's 62.16%. Michael Burry would worry about an eroding competitive position or excessive dilution.
-1.61%
Share reduction while AVGO is at 0.75%. Joel Greenblatt would see if the company has a better buyback policy than the competitor.
-1.70%
Both reduce diluted shares. Martin Whitman would review each firm’s ability to continue repurchases and manage option issuance.
-0.54%
Both companies cut dividends. Martin Whitman would look for a common factor, such as cyclical downturn or liquidity constraints.
102.12%
OCF growth above 1.5x AVGO's 38.37%. David Dodd would confirm a clear edge in underlying cash generation.
130.43%
FCF growth above 1.5x AVGO's 38.44%. David Dodd would verify if the firm’s strategic investments yield superior returns.
22.18%
10Y revenue/share CAGR under 50% of AVGO's 561.74%. Michael Burry would suspect a lasting competitive disadvantage.
13.14%
5Y revenue/share CAGR under 50% of AVGO's 128.89%. Michael Burry would suspect a significant competitive gap or product weakness.
-4.83%
Negative 3Y CAGR while AVGO stands at 37.72%. Joel Greenblatt would look for missteps or fading competitiveness that hurt sales.
303.61%
10Y OCF/share CAGR under 50% of AVGO's 1558.23%. Michael Burry would worry about a persistent underperformance in cash creation.
136.80%
5Y OCF/share CAGR at 50-75% of AVGO's 211.80%. Martin Whitman would question if the firm lags in monetizing revenue effectively.
103.54%
3Y OCF/share CAGR similar to AVGO's 103.98%. Walter Schloss might see both benefiting from a rising tide or parallel expansions.
136.66%
Net income/share CAGR at 50-75% of AVGO's 271.28%. Martin Whitman might question if the firm’s product or cost base lags behind.
123.84%
5Y net income/share CAGR above 1.5x AVGO's 5.30%. David Dodd would confirm if the firm’s strategy is more effective in generating mid-term profits.
41.81%
3Y net income/share CAGR 1.25-1.5x AVGO's 28.59%. Bruce Berkowitz might see new markets, M&A, or better cost discipline driving the difference.
3.34%
Below 50% of AVGO's 1085.55%. Michael Burry would suspect poor capital allocation or persistent net losses eroding long-term equity build-up.
-15.44%
Negative 5Y equity/share growth while AVGO is at 279.76%. Joel Greenblatt sees the competitor building net worth while this firm loses ground.
-22.54%
Negative 3Y equity/share growth while AVGO is at 24.01%. Joel Greenblatt demands an urgent fix in capital structure or profitability vs. the competitor.
638.34%
Dividend/share CAGR of 638.34% while AVGO is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
162.46%
Below 50% of AVGO's 797.50%. Michael Burry worries the firm returns far less capital to shareholders over 5 years.
79.33%
Below 50% of AVGO's 217.59%. Michael Burry suspects the firm invests elsewhere or can’t match the competitor’s dividend policy.
-10.64%
Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.
6.64%
Inventory growth well above AVGO's 0.95%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
0.94%
Asset growth 1.25-1.5x AVGO's 0.67%. Bruce Berkowitz sees if the firm's investments effectively outpace the competitor in future returns.
0.45%
Positive BV/share change while AVGO is negative. John Neff sees a clear edge over a competitor losing equity.
3.76%
Debt growth far above AVGO's 2.56%. Michael Burry fears the firm is taking on undue leverage vs. the competitor.
0.53%
We increase R&D while AVGO cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.
-3.84%
Both reduce SG&A yoy. Martin Whitman sees a cost war or cyclical slowdown forcing overhead cuts.