205.24 - 207.41
139.95 - 221.69
4.54M / 6.54M (Avg.)
37.59 | 5.48
Profitability reveals how effectively the business turns revenues into profits. Higher and improving margins or returns on capital suggest a durable competitive advantage, supporting a stronger intrinsic valuation.
7.51%
Similar ROE to AVGO's 7.14%. Walter Schloss would examine if both firms share comparable business models.
3.34%
ROA 1.25-1.5x AVGO's 3.02%. Walter Schloss would see if improvements in asset turnover can sustain this lead.
7.60%
ROCE above 1.5x AVGO's 4.05%. David Dodd would check if sustainable process or technology advantages are in play.
32.20%
Gross margin below 50% of AVGO's 67.96%. Michael Burry would watch for cost or pricing crises.
12.76%
Operating margin below 50% of AVGO's 38.85%. Michael Burry would investigate whether this signals deeper issues.
8.44%
Net margin below 50% of AVGO's 33.09%. Michael Burry would suspect deeper competitive or structural weaknesses.