Broadcom Inc (AVGO)vsZoom Video Communications Inc (ZM)
AVGO
Broadcom Inc
$380.91
-2.78%
TECHNOLOGY · Cap: $1.89T
ZM
Zoom Video Communications Inc
$92.41
+1.02%
TECHNOLOGY · Cap: $26.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 1430% more annual revenue ($75.46B vs $4.93B). ZM leads profitability with a 42.0% profit margin vs 38.9%. AVGO appears more attractively valued with a PEG of 0.43. AVGO earns a higher WallStSmart Score of 80/100 (A-).
AVGO
Exceptional Buy80
out of 100
Grade: A-
ZM
Strong Buy70
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 33 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 49.0%
Revenue surging 47.9% year-over-year
Keeps 42 of every $100 in revenue as profit
Earnings expanding 74.2% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 20.7x book value
Expensive relative to growth rate
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 38.9% and operating margin at 49.0%. Revenue growth of 47.9% demonstrates continued momentum.
Bull Case : ZM
The strongest argument for ZM centers on Profit Margin, EPS Growth, Debt/Equity. Profitability is solid with margins at 42.0% and operating margin at 25.1%.
Bear Case : AVGO
The primary concerns for AVGO are Altman Z-Score, P/E Ratio, Price/Book. A P/E of 66.3x leaves little room for execution misses.
Bear Case : ZM
The primary concerns for ZM are PEG Ratio.
Key Dynamics to Monitor
AVGO profiles as a growth stock while ZM is a mature play — different risk/reward profiles.
AVGO carries more volatility with a beta of 1.46 — expect wider price swings.
AVGO is growing revenue faster at 47.9% — sustainability is the question.
AVGO generates stronger free cash flow (10.3B), providing more financial flexibility.
Bottom Line
AVGO scores higher overall (80/100 vs 70/100), backed by strong 38.9% margins and 47.9% 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 →Zoom Video Communications Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Zoom Video Communications, Inc. provides a premier video communications platform in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in San Jose, California.
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