Broadcom Inc (AVGO)vsHimax Technologies Inc (HIMX)
AVGO
Broadcom Inc
$385.73
+4.70%
TECHNOLOGY · Cap: $1.87T
HIMX
Himax Technologies Inc
$23.93
+6.84%
TECHNOLOGY · Cap: $3.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 9148% more annual revenue ($75.46B vs $816.05M). AVGO leads profitability with a 38.9% profit margin vs 3.9%. AVGO appears more attractively valued with a PEG of 0.69. AVGO earns a higher WallStSmart Score of 80/100 (A-).
AVGO
Exceptional Buy80
out of 100
Grade: A-
HIMX
Avoid34
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 49.0%
Revenue surging 47.9% year-over-year
Earnings expanding 85.4% YoY
No standout strengths identified
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 20.9x book value
ROE of 3.5% — below average capital efficiency
3.9% margin — thin
Premium valuation, high expectations priced in
Revenue declined 7.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : AVGO
The strongest argument for AVGO centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 38.9% and operating margin at 49.0%. Revenue growth of 47.9% demonstrates continued momentum.
Bull Case : HIMX
PEG of 1.49 suggests the stock is reasonably priced for its growth.
Bear Case : AVGO
The primary concerns for AVGO are Altman Z-Score, P/E Ratio, Price/Book. A P/E of 63.7x leaves little room for execution misses.
Bear Case : HIMX
The primary concerns for HIMX are Return on Equity, Profit Margin, P/E Ratio. A P/E of 93.2x leaves little room for execution misses. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
AVGO profiles as a growth stock while HIMX is a value play — different risk/reward profiles.
HIMX carries more volatility with a beta of 2.27 — expect wider price swings.
AVGO is growing revenue faster at 47.9% — sustainability is the question.
AVGO generates stronger free cash flow (10.3B), providing more financial flexibility.
Bottom Line
AVGO scores higher overall (80/100 vs 34/100), backed by strong 38.9% margins and 47.9% 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.
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 →Himax Technologies Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Himax Technologies, Inc., a factory-less semiconductor company, offers display imaging technologies in China, Taiwan, the Philippines, Korea, Japan, Europe, and the United States. The company is headquartered in Tainan City, Taiwan.
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