| Stage | AMAT | % of rev | AVGO | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $9.1B | 100.00% | $29.6B | 100.00% | AVGO ×3.25 |
| Gross profit | $4.6B | 50.31% | $20.5B | 69.13% | AVGO +18.8pp |
| Operating income | $3.1B | 33.74% | $16.0B | 53.92% | AVGO +20.2pp |
| Pre-tax income | $2.9B | 31.89% | $15.3B | 51.62% | AVGO +19.7pp |
| Net income | $2.5B | 27.84% | $13.1B | 44.23% | AVGO +16.4pp |
| Stage | AMAT | AVGO | Gap · A − B |
|---|---|---|---|
| Revenue | $9.1B100.00% | $29.6B100.00% | AVGO ×3.25 |
| Gross profit | 50.31%$4.6B | 69.13%$20.5B | AVGO +18.8pp |
| Operating income | 33.74%$3.1B | 53.92%$16.0B | AVGO +20.2pp |
| Pre-tax income | 31.89%$2.9B | 51.62%$15.3B | AVGO +19.7pp |
| Net income |
| 27.84%$2.5B |
| 44.23%$13.1B |
| AVGO +16.4pp |
No shared counterparties.