AVGO vs DIS: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and The Walt Disney Company — 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
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
DIS has more upside to fair value
(+32.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AVGO |
DIS |
| Current Price |
$354.99 |
$103.49 |
| Fair Value Estimate |
$408.70 |
$136.94 |
| Upside to Fair Value |
+15.1%
|
+32.3%
|
| Market Cap |
$1,688.9B |
$179.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
9.5x
|
| Price / Sales |
18.9x
|
1.8x
|
| Price / FCF |
42.9x
|
21.7x
|
| Revenue Growth YoY |
+85.5%
|
+6.8%
|
| Gross Margin |
67.7%
|
37.6%
|
| Operating Margin |
48.3%
|
16.0%
|
| Return on Equity |
43.9%
|
7.9%
|
| Dividend Yield |
0.73% |
1.45% |
| FCF Yield |
2.33%
|
4.61%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 …
The Walt Disney Company operates a global entertainment empire spanning two primary divisions: Disney Media and Entertainment Distribution, which houses the ABC, ESPN, Disney, Freeform, FX, Fox, National Geographic and Star networks along with the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar and Searchlight Pictures studios and the Disney+, Disney+ Hotstar, ESPN+, Hul…
Accumulation Zones
| Metric |
AVGO |
DIS |
| Zone Low |
$306.52 |
$102.70 |
| Zone High |
$347.39 |
$116.40 |
| In Buy Zone? |
No
|
Yes
|