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 2026-04-22.
Broadcom Inc. · Technology
$371.59
-49.9% upside to fair value
Grade C High Quality
VS
BlackRock, Inc. · Financial Services
$1,042.85
+125.5% upside to fair value
Grade A High Quality
QuantHub Verdict
BLK has more upside to fair value (+125.5%). BLK trades at a lower forward P/E (25.9x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric AVGO BLK
Current Price $371.59 $1,042.85
Fair Value Estimate $186.35 $2,351.12
Upside to Fair Value -49.9% +125.5%
Market Cap $1,761.8B $162.2B
Forward P/E 70.7x 25.9x
EV / EBITDA 46.7x 16.9x
Price / Sales 25.9x 6.3x
Price / FCF 61.1x 45.2x
Revenue Growth YoY +7.2% +28.3%
Gross Margin 67.1% 59.1%
Operating Margin 40.9% 29.9%
Return on Equity 32.9% 12.0%
Dividend Yield 0% 0%
FCF Yield 1.64% 2.21%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
AVGO — Broadcom Inc.
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…
BLK — BlackRock, Inc.
BlackRock, Inc. is the world's largest asset manager with over $14 trillion in assets under management, operating primarily in financial services and asset management. The company benefits from a durable competitive moat driven by its scale, technology platform Aladdin, and founder-led management with CEO Laurence D. Fink at the helm since inception. BlackRock exhibits strong fundamentals includi…
Accumulation Zones
Metric AVGO BLK
Zone Low $139.76 $1,763.34
Zone High $158.40 $1,998.45
In Buy Zone? No Yes
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