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 2026-09-25.
Broadcom Inc. · Technology
$354.99
+15.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
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 |
CRWD |
| Current Price |
$354.99 |
$259.67 |
| Fair Value Estimate |
$408.70 |
$225.56 |
| Upside to Fair Value |
+15.1%
|
-13.1%
|
| Market Cap |
$1,688.9B |
$264.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
595.7x
|
| Price / Sales |
18.9x
|
49.0x
|
| Price / FCF |
42.9x
|
167.9x
|
| Revenue Growth YoY |
+85.5%
|
+25.8%
|
| Gross Margin |
67.7%
|
75.2%
|
| Operating Margin |
48.3%
|
-2.2%
|
| Return on Equity |
43.9%
|
1.3%
|
| Dividend Yield |
0.73% |
0% |
| FCF Yield |
2.33%
|
0.6%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 …
CrowdStrike Holdings is a cloud-native cybersecurity platform company that sells subscriptions to its Falcon platform and a growing array of cloud modules spanning endpoint protection, cloud workload security, identity protection, Next-Gen SIEM, threat intelligence, and managed services, generating revenue through a direct sales force and channel partners from its Austin, Texas headquarters with …
Accumulation Zones
| Metric |
AVGO |
CRWD |
| Zone Low |
$306.52 |
$169.17 |
| Zone High |
$347.39 |
$191.73 |
| In Buy Zone? |
No
|
No
|