Broadcom Inc (AVGO)vsQorvo Inc (QRVO)
AVGO
Broadcom Inc
$385.73
+3.11%
TECHNOLOGY · Cap: $2.28T
QRVO
Qorvo Inc
$98.28
-5.47%
TECHNOLOGY · Cap: $8.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 1756% more annual revenue ($68.28B vs $3.68B). AVGO leads profitability with a 36.6% profit margin vs 9.2%. QRVO appears more attractively valued with a PEG of 0.99. AVGO earns a higher WallStSmart Score of 76/100 (B+).
AVGO
Strong Buy76
out of 100
Grade: B+
QRVO
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
-11.3%
Fair Value
$77.07
Current Price
$98.28
$21.21 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%
Generating 10.3B in free cash flow
Growing faster than its price suggests
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 22.9x book value
Moderate valuation
Revenue declined 7.0%
Earnings declined 5.6%
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 : QRVO
The strongest argument for QRVO centers on PEG Ratio, Price/Book. PEG of 0.99 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 93.5x leaves little room for execution misses.
Bear Case : QRVO
The primary concerns for QRVO are P/E Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
AVGO profiles as a growth stock while QRVO is a value play — different risk/reward profiles.
AVGO carries more volatility with a beta of 1.44 — expect wider price swings.
AVGO is growing revenue faster at 29.5% — sustainability is the question.
AVGO generates stronger free cash flow (10.3B), providing more financial flexibility.
Bottom Line
AVGO scores higher overall (76/100 vs 53/100), backed by strong 36.6% margins and 29.5% revenue growth. Both earn "Strong 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 →Qorvo Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Qorvo is an American semiconductor company that designs, manufactures, and supplies radio-frequency systems for applications that drive wireless and broadband communications, as well as foundry services.
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