AVGO vs COST: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Costco Wholesale Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-10.
Broadcom Inc. · Technology
$371.59
-49.9% upside to fair value
Grade C
High Quality
VS
Costco Wholesale Corporation · Consumer Defensive
$1,002.88
-35.4% upside to fair value
Grade C
High Quality
QuantHub Verdict
COST has more upside to fair value
(-35.4%).
COST trades at a lower forward P/E
(52.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
COST |
| Current Price |
$371.59 |
$1,002.88 |
| Fair Value Estimate |
$186.35 |
$648.03 |
| Upside to Fair Value |
-49.9%
|
-35.4%
|
| Market Cap |
$1,761.8B |
$444.9B |
| Forward P/E |
70.7x
|
52.1x
|
| EV / EBITDA |
46.7x
|
31.0x
|
| Price / Sales |
25.9x
|
1.6x
|
| Price / FCF |
61.1x
|
49.0x
|
| Revenue Growth YoY |
+7.2%
|
+3.4%
|
| Gross Margin |
67.1%
|
12.9%
|
| Operating Margin |
40.9%
|
3.8%
|
| Return on Equity |
32.9%
|
28.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.64%
|
2.04%
|
| 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…
Costco Wholesale Corporation operates a global membership-based warehouse club model with over 900 warehouses across 14 countries, generating $254 billion in fiscal 2024 revenue. The company benefits from a durable competitive moat driven by scale advantages, a loyal membership base with high renewal rates, and superior employee retention through better wages and benefits. Despite steady revenue …
Accumulation Zones
| Metric |
AVGO |
COST |
| Zone Low |
$139.76 |
$486.02 |
| Zone High |
$158.40 |
$550.83 |
| In Buy Zone? |
No
|
No
|