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 2026-05-04.
Broadcom Inc. Β· Technology
$371.59
-49.9% upside to fair value
Grade C High Quality
VS
Danaher Corporation Β· Healthcare
$174.04
+13.2% upside to fair value
Grade B
QuantHub Verdict
DHR has more upside to fair value (+13.2%). DHR trades at a lower forward P/E (33.4x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AVGO DHR
Current Price $371.59 $174.04
Fair Value Estimate $186.35 $197.01
Upside to Fair Value -49.9% +13.2%
Market Cap $1,761.8B $123.2B
Forward P/E 70.7x 33.4x
EV / EBITDA 46.7x 20.3x
Price / Sales 25.9x 5.0x
Price / FCF 61.1x 23.3x
Revenue Growth YoY +7.2% +3.7%
Gross Margin 67.1% 60.7%
Operating Margin 40.9% 21.0%
Return on Equity 32.9% 7.1%
Dividend Yield 0% 0%
FCF Yield 1.64% 4.3%
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 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…
DHR β€” Danaher Corporation
Danaher Corporation is a diversified healthcare company focused on medical diagnostics, life sciences, and biotechnology, generating approximately $24 billion in revenue with a strong recurring revenue base of over 81%. The company benefits from a high gross margin of 60.7% and solid operating margin of 21%, supported by a seasoned management team with a proven capital allocation track record inc…
Accumulation Zones
Metric AVGO DHR
Zone Low $139.76 $147.76
Zone High $158.40 $167.46
In Buy Zone? No No
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