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.
5.31%
ROE 50-75% of AVGO's 7.14%. Martin Whitman would question whether management can close the gap.
4.35%
ROA 1.25-1.5x AVGO's 3.02%. Walter Schloss would see if improvements in asset turnover can sustain this lead.
6.71%
ROCE above 1.5x AVGO's 4.05%. David Dodd would check if sustainable process or technology advantages are in play.
52.10%
Gross margin 75-90% of AVGO's 67.96%. Bill Ackman would ask if incremental improvements can close the gap.
23.63%
Operating margin 50-75% of AVGO's 38.85%. Martin Whitman would question competitiveness or cost discipline.
17.82%
Net margin 50-75% of AVGO's 33.09%. Martin Whitman would question if fundamental disadvantages limit net earnings.