Broadcom Inc (AVGO)vsSS&C Technologies Holdings Inc (SSNC)
AVGO
Broadcom Inc
$380.91
-2.78%
TECHNOLOGY · Cap: $1.89T
SSNC
SS&C Technologies Holdings Inc
$78.31
+0.53%
TECHNOLOGY · Cap: $16.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 1078% more annual revenue ($75.46B vs $6.41B). AVGO leads profitability with a 38.9% profit margin vs 12.7%. 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-
SSNC
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
+44.0%
Fair Value
$130.29
Current Price
$78.31
$51.98 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
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 24.2%
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 20.7x book value
Elevated debt levels
Weak financial health signals
Distress zone — elevated risk
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 : SSNC
The strongest argument for SSNC centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.72 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 : SSNC
The primary concerns for SSNC are Debt/Equity, Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
AVGO profiles as a growth stock while SSNC is a value 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 66/100), backed by strong 38.9% margins and 47.9% revenue growth. SSNC offers better value entry with a 44.0% 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 →SS&C Technologies Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SS&C Technologies Holdings, Inc. provides software products and software-enabled services to the healthcare and financial services industries. The company is headquartered in Windsor, Connecticut.
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