Broadcom Inc (AVGO)vsQualys Inc (QLYS)
AVGO
Broadcom Inc
$417.43
+2.95%
TECHNOLOGY · Cap: $1.92T
QLYS
Qualys Inc
$89.60
+4.55%
TECHNOLOGY · Cap: $2.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 10105% more annual revenue ($68.28B vs $669.13M). AVGO leads profitability with a 36.6% profit margin vs 29.6%. 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+
QLYS
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
-25.6%
Fair Value
$87.79
Current Price
$89.60
$1.81 premium
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
Every $100 of equity generates 38 in profit
Strong operational efficiency at 33.6%
Keeps 30 of every $100 in revenue as profit
Attractively priced relative to earnings
Earnings expanding 23.6% YoY
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 24.8x book value
Weak financial health signals
Expensive relative to growth rate
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 : QLYS
The strongest argument for QLYS centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 29.6% and operating margin at 33.6%. Revenue growth of 10.1% demonstrates continued momentum.
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 : QLYS
The primary concerns for QLYS are Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
AVGO profiles as a growth stock while QLYS is a mature play — different risk/reward profiles.
AVGO carries more volatility with a beta of 1.25 — 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 66/100), backed by strong 36.6% margins and 29.5% revenue growth. 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 →Qualys Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Qualys, Inc. provides cloud-based information technology (IT), security, and compliance solutions in the United States and internationally. The company is headquartered in Foster City, California.
Compare with Other SEMICONDUCTORS Stocks
Want to dig deeper into these stocks?