AVGO vs CRM: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Salesforce, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-08.
Broadcom Inc. · Technology
$379.86
-41.0% upside to fair value
Grade C
High Quality
VS
Salesforce, Inc. · Technology
$169.52
+45.0% upside to fair value
Grade A
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+45.0%).
CRM trades at a lower forward P/E
(19.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
CRM |
| Current Price |
$379.86 |
$169.52 |
| Fair Value Estimate |
$223.93 |
$245.80 |
| Upside to Fair Value |
-41.0%
|
+45.0%
|
| Market Cap |
$1,806.8B |
$138.8B |
| Forward P/E |
61.3x
|
19.6x
|
| EV / EBITDA |
44.1x
|
12.3x
|
| Price / Sales |
23.9x
|
3.2x
|
| Price / FCF |
55.2x
|
9.5x
|
| Revenue Growth YoY |
+47.9%
|
+13.3%
|
| Gross Margin |
67.0%
|
77.6%
|
| Operating Margin |
43.7%
|
21.9%
|
| Return on Equity |
36.4%
|
14.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.81%
|
10.56%
|
| Analyst Consensus |
Strong Buy
|
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…
Salesforce, Inc. is a leading provider of cloud-based software applications primarily focused on customer relationship management (CRM). The company exhibits high business quality with a durable competitive moat supported by strong gross margins of 77.6%, solid operating margin of 21.9%, and a robust return on equity of 14.9%. Recent quarterly revenue growth of 13.3% and earnings growth of 36.7% …
Accumulation Zones
| Metric |
AVGO |
CRM |
| Zone Low |
$167.95 |
$184.35 |
| Zone High |
$190.34 |
$208.93 |
| In Buy Zone? |
No
|
Yes
|