Broadcom Inc (AVGO)vsUniversal Display (OLED)
AVGO
Broadcom Inc
$417.43
+0.92%
TECHNOLOGY · Cap: $1.92T
OLED
Universal Display
$96.39
+10.68%
TECHNOLOGY · Cap: $4.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 10395% more annual revenue ($68.28B vs $650.61M). OLED leads profitability with a 37.2% profit margin vs 36.6%. AVGO appears more attractively valued with a PEG of 0.87. AVGO earns a higher WallStSmart Score of 78/100 (B+).
AVGO
Strong Buy78
out of 100
Grade: B+
OLED
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
+65.0%
Fair Value
$378.01
Current Price
$96.39
$281.62 discount
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 37 of every $100 in revenue as profit
Strong operational efficiency at 44.9%
Growing faster than its price suggests
Revenue surging 29.5% year-over-year
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 38.5%
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 45.2% YoY
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 24.8x book value
Weak financial health signals
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 36.6% and operating margin at 44.9%. Revenue growth of 29.5% demonstrates continued momentum.
Bull Case : OLED
The strongest argument for OLED centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 37.2% and operating margin at 38.5%. PEG of 1.23 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 79.2x leaves little room for execution misses.
Bear Case : OLED
The primary concerns for OLED are Piotroski F-Score.
Key Dynamics to Monitor
AVGO profiles as a growth stock while OLED is a mature play — different risk/reward profiles.
OLED carries more volatility with a beta of 1.65 — expect wider price swings.
AVGO is growing revenue faster at 29.5% — sustainability is the question.
AVGO generates stronger free cash flow (8.0B), providing more financial flexibility.
Bottom Line
AVGO scores higher overall (78/100 vs 72/100), backed by strong 36.6% margins and 29.5% revenue growth. OLED offers better value entry with a 65.0% margin of safety. Both earn "Strong Buy" and "Strong Buy" 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 →Universal Display
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Universal Display Corporation is dedicated to the research, development and commercialization of organic light-emitting diode (OLED) technologies and materials for use in solid-state lighting and display applications. The company is headquartered in Ewing, New Jersey.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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