Broadcom Inc (AVGO)vsTTM Technologies Inc (TTMI)
AVGO
Broadcom Inc
$385.73
-0.91%
TECHNOLOGY · Cap: $2.28T
TTMI
TTM Technologies Inc
$167.62
-9.32%
TECHNOLOGY · Cap: $20.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 2100% more annual revenue ($68.28B vs $3.10B). AVGO leads profitability with a 36.6% profit margin vs 6.3%. TTMI appears more attractively valued with a PEG of 0.36. AVGO earns a higher WallStSmart Score of 76/100 (B+).
AVGO
Strong Buy76
out of 100
Grade: B+
TTMI
Buy63
out of 100
Grade: C+
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
Growing faster than its price suggests
Revenue surging 30.4% year-over-year
Earnings expanding 51.6% YoY
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 22.9x book value
Trading at 9.5x book value
6.3% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : TTMI
The strongest argument for TTMI centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 30.4% demonstrates continued momentum. PEG of 0.36 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 : TTMI
The primary concerns for TTMI are Price/Book, Profit Margin, P/E Ratio. A P/E of 105.5x leaves little room for execution misses.
Key Dynamics to Monitor
AVGO profiles as a growth stock while TTMI is a hypergrowth play — different risk/reward profiles.
TTMI carries more volatility with a beta of 2.11 — expect wider price swings.
TTMI is growing revenue faster at 30.4% — sustainability is the question.
AVGO generates stronger free cash flow (10.3B), providing more financial flexibility.
Bottom Line
AVGO scores higher overall (76/100 vs 63/100), backed by strong 36.6% margins and 29.5% revenue growth. Both earn "Strong Buy" and "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 →TTM Technologies Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TTM Technologies, Inc., manufactures and sells printed circuit boards (PCBs) worldwide. The company is headquartered in Santa Ana, California.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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