Broadcom Inc (AVGO)vsSemiLEDS Corporation (LEDS)
AVGO
Broadcom Inc
$370.32
+4.73%
TECHNOLOGY · Cap: $1.89T
LEDS
SemiLEDS Corporation
$1.78
-5.32%
TECHNOLOGY · Cap: $16.22M
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 290911% more annual revenue ($75.46B vs $25.93M). AVGO leads profitability with a 38.9% profit margin vs -3.9%. AVGO earns a higher WallStSmart Score of 80/100 (A-).
AVGO
Exceptional Buy80
out of 100
Grade: A-
LEDS
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
+76.4%
Fair Value
$6.69
Current Price
$1.78
$4.91 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Growing faster than its price suggests
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 500.0% YoY
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 20.1x book value
Smaller company, higher risk/reward
ROE of -90.8% — below average capital efficiency
Revenue declined 48.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AVGO
The strongest argument for AVGO centers on Market Cap, PEG Ratio, Return on Equity. Profitability is solid with margins at 38.9% and operating margin at 49.0%. Revenue growth of 47.9% demonstrates continued momentum.
Bull Case : LEDS
The strongest argument for LEDS centers on EPS Growth.
Bear Case : AVGO
The primary concerns for AVGO are Altman Z-Score, P/E Ratio, Price/Book. A P/E of 66.3x leaves little room for execution misses.
Bear Case : LEDS
The primary concerns for LEDS are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
AVGO profiles as a growth stock while LEDS is a turnaround play — different risk/reward profiles.
LEDS carries more volatility with a beta of 1.59 — 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 35/100), backed by strong 38.9% margins and 47.9% revenue growth. LEDS offers better value entry with a 76.4% margin of safety. 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 →SemiLEDS Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
SemiLEDs Corporation develops, manufactures, and sells light-emitting diode (LED) chips, LED components, and LED modules and systems in the United States, Taiwan, the Netherlands, Germany, Japan, Ireland, and internationally. The company is headquartered in Chunan, Taiwan.
Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?