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 2026-07-10.
Broadcom Inc. · Technology
$379.86
-41.0% upside to fair value
Grade C
High Quality
VS
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
QuantHub Verdict
DELL has more upside to fair value
(-13.0%).
DELL trades at a lower forward P/E
(35.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
DELL |
| Current Price |
$379.86 |
$450.22 |
| Fair Value Estimate |
$223.93 |
$391.48 |
| Upside to Fair Value |
-41.0%
|
-13.0%
|
| Market Cap |
$1,806.8B |
$299.1B |
| Forward P/E |
61.3x
|
35.2x
|
| EV / EBITDA |
44.1x
|
22.9x
|
| Price / Sales |
23.9x
|
2.2x
|
| Price / FCF |
55.2x
|
31.7x
|
| Revenue Growth YoY |
+47.9%
|
+87.5%
|
| Gross Margin |
67.0%
|
19.2%
|
| Operating Margin |
43.7%
|
8.0%
|
| Return on Equity |
36.4%
|
-363.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.81%
|
3.16%
|
| 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…
Dell Technologies Inc. operates in the technology sector focusing on computer hardware, delivering strong revenue and earnings growth in the most recent quarter with 87.5% and 256.3% year-over-year increases respectively. Despite these impressive growth metrics and a solid operating margin of 8.0%, the company is currently overvalued with its stock trading 13% above the fair value estimate of $39…
Accumulation Zones
| Metric |
AVGO |
DELL |
| Zone Low |
$167.95 |
$293.61 |
| Zone High |
$190.34 |
$332.76 |
| In Buy Zone? |
No
|
No
|