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 2026-04-18.
Broadcom Inc. · Technology
$371.59
-49.9% upside to fair value
Grade C
High Quality
VS
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
DELL trades at a lower forward P/E
(21.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
DELL |
| Current Price |
$371.59 |
$196.55 |
| Fair Value Estimate |
$186.35 |
$499.84 |
| Upside to Fair Value |
-49.9%
|
+154.3%
|
| Market Cap |
$1,761.8B |
$132.7B |
| Forward P/E |
70.7x
|
21.6x
|
| EV / EBITDA |
46.7x
|
16.7x
|
| Price / Sales |
25.9x
|
1.2x
|
| Price / FCF |
61.1x
|
15.5x
|
| Revenue Growth YoY |
+7.2%
|
+23.6%
|
| Gross Margin |
67.1%
|
20.1%
|
| Operating Margin |
40.9%
|
7.2%
|
| Return on Equity |
32.9%
|
-218.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.64%
|
6.45%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
Dell Technologies Inc. is a leading global technology company specializing in computer hardware, servers, storage, and IT infrastructure solutions. Founded and led by Michael Dell, the company has a strong legacy in direct-to-consumer PC sales and has expanded into enterprise IT services through strategic acquisitions such as EMC. Dell's business quality is medium due to its competitive position …
Accumulation Zones
| Metric |
AVGO |
DELL |
| Zone Low |
$139.76 |
$374.88 |
| Zone High |
$158.40 |
$424.86 |
| In Buy Zone? |
No
|
Yes
|