Broadcom Inc (AVGO)vsSilicom (SILC)
AVGO
Broadcom Inc
$385.73
-0.91%
TECHNOLOGY · Cap: $2.28T
SILC
Silicom
$42.98
-2.27%
TECHNOLOGY · Cap: $271.95M
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 102366% more annual revenue ($68.28B vs $66.64M). AVGO leads profitability with a 36.6% profit margin vs -16.6%. AVGO appears more attractively valued with a PEG of 1.00. AVGO earns a higher WallStSmart Score of 76/100 (B+).
AVGO
Strong Buy76
out of 100
Grade: B+
SILC
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
+31.2%
Fair Value
$27.82
Current Price
$42.98
$15.16 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 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
Revenue surging 32.8% year-over-year
Conservative balance sheet, low leverage
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
Smaller company, higher risk/reward
ROE of -9.2% — below average capital efficiency
Earnings declined 79.6%
Currently unprofitable
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 : SILC
The strongest argument for SILC centers on Revenue Growth, Debt/Equity, Price/Book. Revenue growth of 32.8% demonstrates continued momentum. PEG of 1.41 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 : SILC
The primary concerns for SILC are Market Cap, Return on Equity, EPS Growth.
Key Dynamics to Monitor
AVGO profiles as a growth stock while SILC is a hypergrowth play — different risk/reward profiles.
SILC carries more volatility with a beta of 1.58 — expect wider price swings.
SILC is growing revenue faster at 32.8% — sustainability is the question.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AVGO scores higher overall (76/100 vs 36/100), backed by strong 36.6% margins and 29.5% revenue growth. SILC offers better value entry with a 31.2% margin of safety. Both earn "Strong Buy" and "Hold" 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 →Silicom
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Silicom Ltd. designs, manufactures, markets and supports network and data infrastructure solutions for a variety of servers, server-based systems, and communications devices in North America, Europe, and Asia Pacific. The company is headquartered in Kfar Sava, Israel.
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