AVGO vs DHR: Which Is the Better Buy?

Side-by-side comparison of Broadcom Inc. and Danaher Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-10.
Broadcom Inc. Β· Technology
$379.86
-41.0% upside to fair value
Grade C High Quality
VS
Danaher Corporation Β· Healthcare
$195.98
+7.9% upside to fair value
Grade B High Quality
QuantHub Verdict
DHR has more upside to fair value (+7.9%). DHR trades at a lower forward P/E (37.8x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AVGO DHR
Current Price $379.86 $195.98
Fair Value Estimate $223.93 $211.54
Upside to Fair Value -41.0% +7.9%
Market Cap $1,806.8B $138.7B
Forward P/E 61.3x 37.8x
EV / EBITDA 44.1x 22.8x
Price / Sales 23.9x 5.6x
Price / FCF 55.2x 26.2x
Revenue Growth YoY +47.9% +3.7%
Gross Margin 67.0% 60.7%
Operating Margin 43.7% 21.0%
Return on Equity 36.4% 7.1%
Dividend Yield 0% 0%
FCF Yield 1.81% 3.81%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
AVGO β€” Broadcom Inc.
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…
DHR β€” Danaher Corporation
Danaher Corporation operates in the healthcare sector, specifically in medical diagnostics and research, delivering high-quality products with a durable competitive moat supported by strong margins and consistent earnings growth. The company trades at a trailing and forward P/E of 37.76, which is relatively high but justified by its stable revenue growth of 3.7% and earnings growth of 7.9% in the…
Accumulation Zones
Metric AVGO DHR
Zone Low $167.95 $158.66
Zone High $190.34 $179.81
In Buy Zone? No No
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