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 2026-04-22.
Broadcom Inc. · Technology
$371.59
-45.0% upside to fair value
Grade C
High Quality
VS
The Boeing Company · Industrials
$231.28
+45.0% upside to fair value
Grade C
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
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 |
$231.28 |
| Fair Value Estimate |
$204.37 |
$335.36 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$1,761.8B |
$181.8B |
| Forward P/E |
70.7x
|
83.4x
|
| EV / EBITDA |
46.7x
|
30.8x
|
| Price / Sales |
25.9x
|
2.0x
|
| Price / FCF |
61.1x
|
776.7x
|
| Revenue Growth YoY |
+7.2%
|
+14.0%
|
| Gross Margin |
67.1%
|
4.8%
|
| Operating Margin |
40.9%
|
-5.9%
|
| Return on Equity |
32.9%
|
-8723.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.64%
|
0.13%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company …
Accumulation Zones
| Metric |
AVGO |
BA |
| Zone Low |
$153.28 |
$251.52 |
| Zone High |
$173.71 |
$285.06 |
| In Buy Zone? |
No
|
Yes
|