Broadcom Inc (AVGO)vsLiveramp Holdings Inc (RAMP)
AVGO
Broadcom Inc
$370.32
+4.73%
TECHNOLOGY · Cap: $1.89T
RAMP
Liveramp Holdings Inc
$37.74
-0.03%
TECHNOLOGY · Cap: $2.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 9183% more annual revenue ($75.46B vs $812.94M). AVGO leads profitability with a 38.9% profit margin vs 17.9%. AVGO appears more attractively valued with a PEG of 0.43. AVGO earns a higher WallStSmart Score of 80/100 (A-).
AVGO
Exceptional Buy80
out of 100
Grade: A-
RAMP
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
+44.4%
Fair Value
$41.79
Current Price
$37.74
$4.05 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 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 275.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 20.1x book value
No major concerns identified
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 38.9% and operating margin at 49.0%. Revenue growth of 47.9% demonstrates continued momentum.
Bull Case : RAMP
The strongest argument for RAMP centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 17.9% and operating margin at 9.0%. PEG of 0.59 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 66.3x leaves little room for execution misses.
Bear Case : RAMP
No major red flags identified for RAMP, but monitor valuation.
Key Dynamics to Monitor
AVGO profiles as a growth stock while RAMP is a mature play — different risk/reward profiles.
AVGO carries more volatility with a beta of 1.46 — 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 69/100), backed by strong 38.9% margins and 47.9% revenue growth. RAMP offers better value entry with a 44.4% margin of safety. Both earn "Exceptional 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 →Liveramp Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
LiveRamp Holdings, Inc., a technology company, offers enterprise data connectivity platform solutions in the United States, Europe, and Asia-Pacific. The company is headquartered in San Francisco, California.
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