Broadcom Inc (AVGO)vsToast Inc (TOST)
AVGO
Broadcom Inc
$380.91
-2.78%
TECHNOLOGY · Cap: $1.89T
TOST
Toast Inc
$32.60
+0.80%
TECHNOLOGY · Cap: $17.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 1071% more annual revenue ($75.46B vs $6.45B). AVGO leads profitability with a 38.9% profit margin vs 6.4%. TOST appears more attractively valued with a PEG of 0.25. AVGO earns a higher WallStSmart Score of 80/100 (A-).
AVGO
Exceptional Buy80
out of 100
Grade: A-
TOST
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
-10.6%
Fair Value
$25.34
Current Price
$32.60
$7.26 premium
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
Earnings expanding 123.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 21 in profit
Revenue surging 21.9% year-over-year
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 20.7x book value
Trading at 9.5x book value
6.4% margin — thin
Premium valuation, high expectations priced in
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 : TOST
The strongest argument for TOST centers on PEG Ratio, EPS Growth, Debt/Equity. Revenue growth of 21.9% demonstrates continued momentum. PEG of 0.25 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 : TOST
The primary concerns for TOST are Price/Book, Profit Margin, P/E Ratio. A P/E of 44.9x leaves little room for execution misses.
Key Dynamics to Monitor
TOST carries more volatility with a beta of 1.74 — 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.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AVGO scores higher overall (80/100 vs 67/100), backed by strong 38.9% margins and 47.9% revenue growth. 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 →Toast Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Toast, Inc. operates a cloud-based technology platform for the restaurant industry in the United States and Ireland. The company is headquartered in Boston, Massachusetts.
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