AVGO vs CRWD: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and CrowdStrike Holdings, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-24.
Broadcom Inc. · Technology
$371.59
-45.0% upside to fair value
Grade C
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% upside to fair value
Grade B
QuantHub Verdict
CRWD has more upside to fair value
(+34.6%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
CRWD |
| Current Price |
$371.59 |
$436.32 |
| Fair Value Estimate |
$204.37 |
$587.16 |
| Upside to Fair Value |
-45.0%
|
+34.6%
|
| Market Cap |
$1,761.8B |
$110.7B |
| Forward P/E |
70.7x
|
-601.6x
|
| EV / EBITDA |
46.7x
|
951.5x
|
| Price / Sales |
25.9x
|
23.0x
|
| Price / FCF |
61.1x
|
89.3x
|
| Revenue Growth YoY |
+7.2%
|
+23.3%
|
| Gross Margin |
67.1%
|
74.9%
|
| Operating Margin |
40.9%
|
-5.4%
|
| Return on Equity |
32.9%
|
-4.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.64%
|
1.12%
|
| Analyst Consensus |
Strong Buy
|
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…
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-based endpoint protection and threat intelligence, with a dominant subscription revenue model accounting for over 95% of total revenue. The business quality is medium due to strong revenue growth of 23.3% in the most recent quarter and a robust earnings growth of 141.9% in the same period, supported by a high gros…
Accumulation Zones
| Metric |
AVGO |
CRWD |
| Zone Low |
$153.28 |
$440.37 |
| Zone High |
$173.71 |
$499.09 |
| In Buy Zone? |
No
|
Yes
|