Alpha and Omega Semiconductor Ltd (AOSL)vsBroadcom Inc (AVGO)
AOSL
Alpha and Omega Semiconductor Ltd
$25.78
+3.91%
TECHNOLOGY · Cap: $780.08M
AVGO
Broadcom Inc
$361.99
+0.32%
TECHNOLOGY · Cap: $1.73T
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 13024% more annual revenue ($89.10B vs $678.93M). AVGO leads profitability with a 42.9% profit margin vs -6.2%. AVGO earns a higher WallStSmart Score of 80/100 (A-).
AOSL
Avoid34
out of 100
Grade: F
AVGO
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.8%
Fair Value
$22.48
Current Price
$25.78
$3.30 discount
Intrinsic value data unavailable for AVGO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 38 in profit
Keeps 43 of every $100 in revenue as profit
Strong operational efficiency at 54.3%
Revenue surging 85.5% year-over-year
Areas to Watch
Smaller company, higher risk/reward
ROE of -0.0% — below average capital efficiency
Revenue declined 3.5%
Earnings declined 98.4%
Trading at 17.3x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AOSL
The strongest argument for AOSL centers on Price/Book, Debt/Equity, Altman Z-Score.
Bull Case : AVGO
The strongest argument for AVGO centers on Market Cap, PEG Ratio, Return on Equity. Profitability is solid with margins at 42.9% and operating margin at 54.3%. Revenue growth of 85.5% demonstrates continued momentum.
Bear Case : AOSL
The primary concerns for AOSL are Market Cap, Return on Equity, Revenue Growth.
Bear Case : AVGO
The primary concerns for AVGO are Price/Book, Altman Z-Score, P/E Ratio. A P/E of 46.2x leaves little room for execution misses.
Key Dynamics to Monitor
AOSL profiles as a turnaround stock while AVGO is a growth play — different risk/reward profiles.
AOSL carries more volatility with a beta of 2.56 — expect wider price swings.
AVGO is growing revenue faster at 85.5% — sustainability is the question.
AVGO generates stronger free cash flow (13.7B), providing more financial flexibility.
Bottom Line
AVGO scores higher overall (80/100 vs 34/100), backed by strong 42.9% margins and 85.5% revenue growth. Both earn "Exceptional Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Alpha and Omega Semiconductor Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Alpha and Omega Semiconductor Limited designs, develops and supplies power semiconductor products for computer, consumer electronics, communications and industrial applications. The company is headquartered in Sunnyvale, California.
Visit Website →Broadcom Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Broadcom Inc. is an American designer, developer, manufacturer and global supplier of a wide range of semiconductor and infrastructure software products. Broadcom's product offerings serve the data center, networking, software, broadband, wireless, and storage and industrial markets.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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