Broadcom Inc (AVGO)vsUniversal Display (OLED)
AVGO
Broadcom Inc
$351.81
-1.94%
TECHNOLOGY · Cap: $1.57T
OLED
Universal Display
$90.41
+0.06%
TECHNOLOGY · Cap: $3.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 14582% more annual revenue ($89.10B vs $606.91M). AVGO leads profitability with a 42.9% profit margin vs 32.2%. AVGO appears more attractively valued with a PEG of 0.36. AVGO earns a higher WallStSmart Score of 80/100 (A-).
AVGO
Exceptional Buy80
out of 100
Grade: A-
OLED
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
+59.9%
Fair Value
$329.37
Current Price
$90.41
$238.96 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 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
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 35.3%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Trading at 16.8x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.4%
Earnings declined 24.9%
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 42.9% and operating margin at 54.3%. Revenue growth of 85.5% demonstrates continued momentum.
Bull Case : OLED
The strongest argument for OLED centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 32.2% and operating margin at 35.3%. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bear Case : AVGO
The primary concerns for AVGO are Price/Book, Altman Z-Score, P/E Ratio. A P/E of 43.3x leaves little room for execution misses.
Bear Case : OLED
The primary concerns for OLED are Piotroski F-Score, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
AVGO profiles as a growth stock while OLED is a declining play — different risk/reward profiles.
OLED carries more volatility with a beta of 1.53 — 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 58/100), backed by strong 42.9% margins and 85.5% revenue growth. OLED offers better value entry with a 59.9% margin of safety. Both earn "Exceptional Buy" and "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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