Broadcom Inc (AVGO)vsVishay Intertechnology Inc (VSH)
AVGO
Broadcom Inc
$342.33
+2.77%
TECHNOLOGY · Cap: $1.57T
VSH
Vishay Intertechnology Inc
$29.63
+0.98%
TECHNOLOGY · Cap: $4.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 2584% more annual revenue ($89.10B vs $3.32B). AVGO leads profitability with a 42.9% profit margin vs 0.9%. AVGO appears more attractively valued with a PEG of 0.36. AVGO earns a higher WallStSmart Score of 80/100 (A-).
AVGO
Exceptional Buy80
out of 100
Grade: A-
VSH
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
-72.5%
Fair Value
$15.48
Current Price
$29.63
$14.15 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 38 in profit
Keeps 43 of every $100 in revenue as profit
Strong operational efficiency at 54.3%
Revenue surging 85.5% year-over-year
Earnings expanding 1800.0% YoY
Reasonable price relative to book value
16.6% revenue growth
Areas to Watch
Trading at 16.4x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Expensive relative to growth rate
Grey zone — moderate risk
ROE of 0.1% — below average capital efficiency
0.9% margin — thin
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 42.9% and operating margin at 54.3%. Revenue growth of 85.5% demonstrates continued momentum.
Bull Case : VSH
The strongest argument for VSH centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 16.6% demonstrates continued momentum.
Bear Case : AVGO
The primary concerns for AVGO are Price/Book, Altman Z-Score, P/E Ratio. A P/E of 43.3x leaves little room for execution misses.
Bear Case : VSH
The primary concerns for VSH are PEG Ratio, Altman Z-Score, Return on Equity. A P/E of 145.8x leaves little room for execution misses. Thin 0.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
VSH carries more volatility with a beta of 1.79 — expect wider price swings.
AVGO is growing revenue faster at 85.5% — sustainability is the question.
AVGO generates stronger free cash flow (13.7B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AVGO scores higher overall (80/100 vs 59/100), backed by strong 42.9% margins and 85.5% revenue growth. Both earn "Exceptional 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 →Vishay Intertechnology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Vishay Intertechnology, Inc. manufactures and supplies discrete semiconductors and passive electronic components in Asia, Europe, and the Americas. The company is headquartered in Malvern, Pennsylvania.
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