AMZN vs AVGO: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and Broadcom Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Amazon.com, Inc. · Consumer Cyclical
$251.19
+18.5% upside to fair value
Med Conviction
Grade B
High Quality
VS
Broadcom Inc. · Technology
$354.99
+15.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
AMZN has more upside to fair value
(+18.5%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
AVGO |
| Current Price |
$251.19 |
$354.99 |
| Fair Value Estimate |
$297.67 |
$408.70 |
| Upside to Fair Value |
+18.5%
|
+15.1%
|
| Market Cap |
$2,702.1B |
$1,688.9B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
11.2x
|
33.0x
|
| Price / Sales |
3.5x
|
18.9x
|
| Price / FCF |
—
|
42.9x
|
| Revenue Growth YoY |
+19.6%
|
+85.5%
|
| Gross Margin |
50.8%
|
67.7%
|
| Operating Margin |
12.1%
|
48.3%
|
| Return on Equity |
30.5%
|
43.9%
|
| Dividend Yield |
0% |
0.73% |
| FCF Yield |
—
|
2.33%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon.com operates a vast global retail enterprise spanning online and physical stores, third-party seller services, advertising, subscription offerings, and Amazon Web Services, the world's largest cloud infrastructure provider. The business quality is high: trailing-twelve-month gross margin of 50.8%, operating margin of 12.1%, and net margin of 17.4% reflect a durable mix shift toward high-ma…
Broadcom is a diversified semiconductor and infrastructure software company led by CEO Hock Tan, with a portfolio spanning custom AI ASICs, networking, wireless, storage, and enterprise software. The business quality is high: TTM gross margin of 67.7%, TTM operating margin of 48.3%, TTM net margin of 42.9%, and ROE of 43.9% demonstrate exceptional profitability, while revenue growth of 85.5% and …
Accumulation Zones
| Metric |
AMZN |
AVGO |
| Zone Low |
$223.25 |
$306.52 |
| Zone High |
$253.02 |
$347.39 |
| In Buy Zone? |
Yes
|
No
|