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 2026-07-09.
Broadcom Inc. · Technology
$379.86
-41.0% upside to fair value
Grade C
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
QuantHub Verdict
CRWD has more upside to fair value
(+32.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
CRWD |
| Current Price |
$379.86 |
$191.12 |
| Fair Value Estimate |
$223.93 |
$253.64 |
| Upside to Fair Value |
-41.0%
|
+32.7%
|
| Market Cap |
$1,806.8B |
$194.6B |
| Forward P/E |
61.3x
|
-4023.6x
|
| EV / EBITDA |
44.1x
|
570.3x
|
| Price / Sales |
23.9x
|
38.2x
|
| Price / FCF |
55.2x
|
134.0x
|
| Revenue Growth YoY |
+47.9%
|
+25.6%
|
| Gross Margin |
67.0%
|
75.0%
|
| Operating Margin |
43.7%
|
-3.9%
|
| Return on Equity |
36.4%
|
-0.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.81%
|
0.75%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
CrowdStrike Holdings, Inc. operates in the technology sector, specifically in software infrastructure, providing cybersecurity solutions. The business quality is medium due to its strong revenue growth of 25.6% in the most recent quarter and impressive earnings growth of 125.2% in the same period, indicating effective scaling and operational leverage. However, profitability metrics remain challen…
Accumulation Zones
| Metric |
AVGO |
CRWD |
| Zone Low |
$167.95 |
$190.23 |
| Zone High |
$190.34 |
$215.59 |
| In Buy Zone? |
No
|
Yes
|