WallStSmart

Broadcom Inc (AVGO)vsUpbound Group Inc. (UPBD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Broadcom Inc generates 1341% more annual revenue ($68.28B vs $4.74B). AVGO leads profitability with a 36.6% profit margin vs 1.8%. AVGO appears more attractively valued with a PEG of 0.93. AVGO earns a higher WallStSmart Score of 78/100 (B+).

AVGO

Strong Buy

78

out of 100

Grade: B+

Growth: 9.3Profit: 9.5Value: 5.0Quality: 6.5
Piotroski: 6/9Altman Z: 1.59

UPBD

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 5.5Value: 8.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AVGO.

UPBDUndervalued (+77.3%)

Margin of Safety

+77.3%

Fair Value

$87.47

Current Price

$18.78

$68.69 discount

UndervaluedFair: $87.47Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AVGO6 strengths · Avg: 9.3/10
Market CapQuality
$2.04T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
33.4%10/10

Every $100 of equity generates 33 in profit

Profit MarginProfitability
36.6%10/10

Keeps 37 of every $100 in revenue as profit

Operating MarginProfitability
44.9%10/10

Strong operational efficiency at 44.9%

PEG RatioValuation
0.938/10

Growing faster than its price suggests

Revenue GrowthGrowth
29.5%8/10

Revenue surging 29.5% year-over-year

UPBD3 strengths · Avg: 8.0/10
P/E RatioValuation
13.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
45.2%8/10

Earnings expanding 45.2% YoY

Areas to Watch

AVGO3 concerns · Avg: 2.7/10
Altman Z-ScoreHealth
1.594/10

Distress zone — elevated risk

P/E RatioValuation
84.0x2/10

Premium valuation, high expectations priced in

Price/BookValuation
25.5x2/10

Trading at 25.5x book value

UPBD3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.7%4/10

3.7% revenue growth

Market CapQuality
$1.09B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
1.8%3/10

1.8% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull 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 : UPBD

The strongest argument for UPBD centers on P/E Ratio, Price/Book, EPS Growth. PEG of 1.39 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 84.0x leaves little room for execution misses.

Bear Case : UPBD

The primary concerns for UPBD are Revenue Growth, Market Cap, Profit Margin. Thin 1.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

AVGO profiles as a growth stock while UPBD is a value play — different risk/reward profiles.

UPBD carries more volatility with a beta of 1.83 — expect wider price swings.

AVGO is growing revenue faster at 29.5% — sustainability is the question.

AVGO generates stronger free cash flow (8.0B), providing more financial flexibility.

Bottom Line

AVGO scores higher overall (78/100 vs 63/100), backed by strong 36.6% margins and 29.5% revenue growth. UPBD offers better value entry with a 77.3% margin of safety. 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.

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Upbound Group Inc.

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Upbound Group, Inc., an omni-channel platform company, leases household durable goods to customers on a lease-to-own basis in the United States, Puerto Rico, and Mexico. The company is headquartered in Plano, Texas.

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