AVGO vs BLK: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and BlackRock, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-15.
Broadcom Inc. · Technology
$379.86
-41.0% upside to fair value
Grade C
High Quality
VS
BlackRock, Inc. · Financial Services
$1,025.44
+31.0% upside to fair value
Grade A
High Quality
QuantHub Verdict
BLK has more upside to fair value
(+31.0%).
BLK trades at a lower forward P/E
(24.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
BLK |
| Current Price |
$379.86 |
$1,025.44 |
| Fair Value Estimate |
$223.93 |
$1,343.02 |
| Upside to Fair Value |
-41.0%
|
+31.0%
|
| Market Cap |
$1,806.8B |
$158.9B |
| Forward P/E |
61.3x
|
24.2x
|
| EV / EBITDA |
44.1x
|
16.0x
|
| Price / Sales |
23.9x
|
5.8x
|
| Price / FCF |
55.2x
|
44.6x
|
| Revenue Growth YoY |
+47.9%
|
+30.6%
|
| Gross Margin |
67.0%
|
54.6%
|
| Operating Margin |
43.7%
|
32.9%
|
| Return on Equity |
36.4%
|
12.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.81%
|
2.24%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Broadcom Inc. is a leading technology company specializing in semiconductors and infrastructure software, with a business split nearly evenly between these two segments. The company benefits from a durable competitive moat driven by customer concentration in mission-critical infrastructure, high switching costs, and a broad portfolio spanning semiconductors and infrastructure software. Broadcom h…
BlackRock, Inc. is a leading global asset management firm operating within the financial services sector, specializing in investment management and risk advisory. The company demonstrates high business quality with a durable competitive moat supported by strong brand recognition, intangible assets, and switching costs. It reported robust growth in the most recent quarter with revenue up 30.6% yea…
Accumulation Zones
| Metric |
AVGO |
BLK |
| Zone Low |
$167.95 |
$1,007.26 |
| Zone High |
$190.34 |
$1,141.57 |
| In Buy Zone? |
No
|
Yes
|