Broadcom Inc (AVGO)vsWestern Digital Corporation (WDC)
AVGO
Broadcom Inc
$357.61
+2.97%
TECHNOLOGY · Cap: $1.73T
WDC
Western Digital Corporation
$441.36
+4.13%
TECHNOLOGY · Cap: $161.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 590% more annual revenue ($89.10B vs $12.92B). WDC leads profitability with a 73.0% profit margin vs 42.9%. 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-
WDC
Strong Buy79
out of 100
Grade: B+
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
Every $100 of equity generates 106 in profit
Keeps 73 of every $100 in revenue as profit
Strong operational efficiency at 43.6%
Revenue surging 43.8% year-over-year
Earnings expanding 984.0% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Trading at 17.1x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 21.1x book value
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 : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 73.0% and operating margin at 43.6%. Revenue growth of 43.8% demonstrates continued momentum.
Bear Case : AVGO
The primary concerns for AVGO are Price/Book, Altman Z-Score, P/E Ratio. A P/E of 46.2x leaves little room for execution misses.
Bear Case : WDC
The primary concerns for WDC are Price/Book.
Key Dynamics to Monitor
WDC carries more volatility with a beta of 2.18 — 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 79/100), backed by strong 42.9% margins and 85.5% 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 →Western Digital Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
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