| Stage | VRTX | % of rev | AVGO | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $3.4B | 100.00% | $29.6B | 100.00% | AVGO ×8.60 |
| Gross profit | $2.9B | 84.71% | $20.5B | 69.13% | VRTX +15.6pp |
| Operating income | $713M | 20.72% | $16.0B | 53.92% | AVGO +33.2pp |
| Pre-tax income | $783M | 22.77% | $15.3B | 51.62% | AVGO +28.9pp |
| Net income | $654M | 19.00% | $13.1B | 44.23% | AVGO +25.2pp |
| Stage | VRTX | AVGO | Gap · A − B |
|---|---|---|---|
| Revenue | $3.4B100.00% | $29.6B100.00% | AVGO ×8.60 |
| Gross profit | 84.71%$2.9B | 69.13%$20.5B | VRTX +15.6pp |
| Operating income | 20.72%$713M | 53.92%$16.0B | AVGO +33.2pp |
| Pre-tax income | 22.77%$783M | 51.62%$15.3B | AVGO +28.9pp |
| Net income |
| 19.00%$654M |
| 44.23%$13.1B |
| AVGO +25.2pp |
No shared counterparties.