AVGO vs DELL: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Dell Technologies 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
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
QuantHub Verdict
AVGO has more upside to fair value
(+15.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
DELL |
| Current Price |
$354.99 |
$569.00 |
| Fair Value Estimate |
$408.70 |
$383.93 |
| Upside to Fair Value |
+15.1%
|
-32.5%
|
| Market Cap |
$1,688.9B |
$378.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
21.8x
|
| Price / Sales |
18.9x
|
2.5x
|
| Price / FCF |
42.9x
|
42.9x
|
| Revenue Growth YoY |
+85.5%
|
+57.7%
|
| Gross Margin |
67.7%
|
19.8%
|
| Operating Margin |
48.3%
|
9.6%
|
| Return on Equity |
43.9%
|
-574.6%
|
| Dividend Yield |
0.73% |
0.41% |
| FCF Yield |
2.33%
|
2.33%
|
| 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 …
Dell Technologies is a $378 billion market-cap computer hardware vendor spanning Infrastructure Solutions Group (servers, storage, networking), Client Solutions Group (PCs, displays, peripherals), and a VMware-related software franchise, led by founder-CEO Michael Dell. The business is fundamentally low-quality on the numbers: TTM gross margin is 19.8%, operating margin 9.6%, and net margin 7.5%,…
Accumulation Zones
| Metric |
AVGO |
DELL |
| Zone Low |
$306.52 |
$287.95 |
| Zone High |
$347.39 |
$326.34 |
| In Buy Zone? |
No
|
No
|