Broadcom Inc (AVGO)vsViavi Solutions Inc (VIAV)
AVGO
Broadcom Inc
$417.43
+2.95%
TECHNOLOGY · Cap: $1.92T
VIAV
Viavi Solutions Inc
$45.53
+5.47%
TECHNOLOGY · Cap: $11.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 5390% more annual revenue ($68.28B vs $1.24B). AVGO leads profitability with a 36.6% profit margin vs -3.4%. AVGO appears more attractively valued with a PEG of 0.87. AVGO earns a higher WallStSmart Score of 78/100 (B+).
AVGO
Strong Buy78
out of 100
Grade: B+
VIAV
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
-44.2%
Fair Value
$18.65
Current Price
$45.53
$26.88 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 44.9%
Growing faster than its price suggests
Revenue surging 29.5% year-over-year
Revenue surging 36.4% year-over-year
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 24.8x book value
Trading at 12.6x book value
Weak financial health signals
ROE of -5.5% — below average capital efficiency
Earnings declined 73.4%
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 : VIAV
The strongest argument for VIAV centers on Revenue Growth. Revenue growth of 36.4% demonstrates continued momentum. PEG of 1.34 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 79.2x leaves little room for execution misses.
Bear Case : VIAV
The primary concerns for VIAV are Price/Book, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
AVGO profiles as a growth stock while VIAV is a hypergrowth play — different risk/reward profiles.
AVGO carries more volatility with a beta of 1.25 — expect wider price swings.
VIAV is growing revenue faster at 36.4% — 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 39/100), backed by strong 36.6% margins and 29.5% 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 →Viavi Solutions Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Viavi Solutions Inc. provides network testing, monitoring and assurance solutions to communications service providers, enterprises, network equipment manufacturers, government, civil, military and avionics customers worldwide. The company is headquartered in San Jose, California.
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