Broadcom Inc (AVGO)vsSkyworks Solutions Inc (SWKS)
AVGO
Broadcom Inc
$318.81
+0.16%
TECHNOLOGY · Cap: $1.51T
SWKS
Skyworks Solutions Inc
$56.19
+1.50%
TECHNOLOGY · Cap: $8.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 1584% more annual revenue ($68.28B vs $4.05B). AVGO leads profitability with a 36.6% profit margin vs 9.7%. AVGO appears more attractively valued with a PEG of 0.68. AVGO earns a higher WallStSmart Score of 76/100 (B+).
AVGO
Strong Buy76
out of 100
Grade: B+
SWKS
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.6%
Fair Value
$240.08
Current Price
$318.81
$78.73 premium
Margin of Safety
-258.8%
Fair Value
$17.75
Current Price
$56.19
$38.44 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 31.8%
Growing faster than its price suggests
16.4% revenue growth
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Areas to Watch
1.9% earnings growth
Distress zone — elevated risk
Premium valuation, high expectations priced in
Expensive relative to growth rate
ROE of 6.5% — below average capital efficiency
Revenue declined 3.1%
Earnings declined 47.0%
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 31.8%. Revenue growth of 16.4% demonstrates continued momentum.
Bull Case : SWKS
The strongest argument for SWKS centers on Price/Book, Altman Z-Score.
Bear Case : AVGO
The primary concerns for AVGO are EPS Growth, Altman Z-Score, P/E Ratio. A P/E of 62.3x leaves little room for execution misses.
Bear Case : SWKS
The primary concerns for SWKS are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
AVGO profiles as a growth stock while SWKS is a value play — different risk/reward profiles.
SWKS carries more volatility with a beta of 1.30 — expect wider price swings.
AVGO is growing revenue faster at 16.4% — sustainability is the question.
AVGO generates stronger free cash flow (8.0B), providing more financial flexibility.
Bottom Line
AVGO scores higher overall (76/100 vs 47/100), backed by strong 36.6% margins and 16.4% revenue growth. 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 →Skyworks Solutions Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Skyworks Solutions, Inc. is an American semiconductor company headquartered in Irvine, California, United States. Skyworks manufactures semiconductors for use in Radio Frequency (RF) and mobile communications systems.
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