Broadcom Inc (AVGO)vsPaymentus Holdings, Inc. (PAY)
AVGO
Broadcom Inc
$385.73
+0.51%
TECHNOLOGY · Cap: $1.87T
PAY
Paymentus Holdings, Inc.
$20.21
+1.03%
TECHNOLOGY · Cap: $2.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 5797% more annual revenue ($75.46B vs $1.28B). AVGO leads profitability with a 38.9% profit margin vs 5.8%. PAY trades at a lower P/E of 37.0x. AVGO earns a higher WallStSmart Score of 80/100 (A-).
AVGO
Exceptional Buy80
out of 100
Grade: A-
PAY
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
+39.1%
Fair Value
$40.27
Current Price
$20.21
$20.06 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 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
Revenue surging 30.2% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Earnings expanding 45.5% YoY
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 20.9x book value
Premium valuation, high expectations priced in
5.8% margin — thin
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 : PAY
The strongest argument for PAY centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 30.2% demonstrates continued momentum.
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 : PAY
The primary concerns for PAY are P/E Ratio, Profit Margin.
Key Dynamics to Monitor
AVGO profiles as a growth stock while PAY is a hypergrowth play — different risk/reward profiles.
AVGO carries more volatility with a beta of 1.43 — 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 56/100), backed by strong 38.9% margins and 47.9% revenue growth. PAY offers better value entry with a 39.1% 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 →Paymentus Holdings, Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Paymentus Holdings, Inc. provides electronic bill submission and payment services. The company is headquartered in Redmond, Washington with additional offices in the United States, Canada, and India.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?