AVGO vs BA: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and The Boeing Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Broadcom Inc. · Technology
$371.59
-49.9% upside to fair value
Grade C
High Quality
VS
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
QuantHub Verdict
BA has more upside to fair value
(+19.5%).
AVGO trades at a lower forward P/E
(70.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
BA |
| Current Price |
$371.59 |
$217.63 |
| Fair Value Estimate |
$186.35 |
$260.00 |
| Upside to Fair Value |
-49.9%
|
+19.5%
|
| Market Cap |
$1,761.8B |
$170.9B |
| Forward P/E |
70.7x
|
74.0x
|
| EV / EBITDA |
46.7x
|
28.4x
|
| Price / Sales |
25.9x
|
1.9x
|
| Price / FCF |
61.1x
|
-88.2x
|
| Revenue Growth YoY |
+7.2%
|
+34.5%
|
| Gross Margin |
67.1%
|
4.8%
|
| Operating Margin |
40.9%
|
-6.1%
|
| Return on Equity |
32.9%
|
41.0%
|
| Dividend Yield |
0% |
0.2% |
| FCF Yield |
1.64%
|
-1.1%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Broadcom Inc. is a leading technology company specializing in semiconductors and infrastructure software, with a strong competitive moat driven by scale, diversification, and aggressive M&A under CEO Hock E. Tan. The company has demonstrated robust revenue growth, particularly in semiconductor solutions and infrastructure software segments, with a 25% year-over-year increase recently and a five-y…
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
Accumulation Zones
| Metric |
AVGO |
BA |
| Zone Low |
$139.76 |
$195.00 |
| Zone High |
$158.40 |
$221.00 |
| In Buy Zone? |
No
|
Yes
|