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 2026-09-24.
Broadcom Inc. · Technology
$354.99
+15.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
AVGO has more upside to fair value
(+15.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AVGO |
CRM |
| Current Price |
$354.99 |
$236.42 |
| Fair Value Estimate |
$408.70 |
$263.88 |
| Upside to Fair Value |
+15.1%
|
+11.6%
|
| Market Cap |
$1,688.9B |
$193.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
14.4x
|
| Price / Sales |
18.9x
|
4.4x
|
| Price / FCF |
42.9x
|
12.8x
|
| Revenue Growth YoY |
+85.5%
|
+10.8%
|
| Gross Margin |
67.7%
|
77.3%
|
| Operating Margin |
48.3%
|
21.4%
|
| Return on Equity |
43.9%
|
20.2%
|
| Dividend Yield |
0.73% |
0.73% |
| FCF Yield |
2.33%
|
7.82%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Broadcom is a diversified semiconductor and infrastructure software company led by CEO Hock Tan, with a portfolio spanning custom AI ASICs, networking, wireless, storage, and enterprise software. The business quality is high: TTM gross margin of 67.7%, TTM operating margin of 48.3%, TTM net margin of 42.9%, and ROE of 43.9% demonstrate exceptional profitability, while revenue growth of 85.5% and …
Salesforce is the leading enterprise customer relationship management platform, spanning Sales, Service, Platform, Marketing, Commerce, Tableau, MuleSoft, and Slack under the Customer 360 umbrella, with 83,334 employees and a business that converts $53.65 of revenue per share into $18.48 of free cash flow per share. Business quality is high: TTM gross margin of 77.3%, TTM operating margin of 21.4…
Accumulation Zones
| Metric |
AVGO |
CRM |
| Zone Low |
$306.52 |
$197.91 |
| Zone High |
$347.39 |
$224.30 |
| In Buy Zone? |
No
|
No
|