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 2026-05-04.
Broadcom Inc. · Technology
$371.59
-49.9% upside to fair value
Grade C
High Quality
VS
The Walt Disney Company · Communication Services
$101.31
+66.6% upside to fair value
Grade B
QuantHub Verdict
DIS has more upside to fair value
(+66.6%).
DIS trades at a lower forward P/E
(14.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
DIS |
| Current Price |
$371.59 |
$101.31 |
| Fair Value Estimate |
$186.35 |
$168.80 |
| Upside to Fair Value |
-49.9%
|
+66.6%
|
| Market Cap |
$1,761.8B |
$179.5B |
| Forward P/E |
70.7x
|
14.8x
|
| EV / EBITDA |
46.7x
|
11.4x
|
| Price / Sales |
25.9x
|
1.9x
|
| Price / FCF |
61.1x
|
25.4x
|
| Revenue Growth YoY |
+7.2%
|
+5.2%
|
| Gross Margin |
67.1%
|
37.3%
|
| Operating Margin |
40.9%
|
14.2%
|
| Return on Equity |
32.9%
|
11.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.64%
|
3.93%
|
| 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…
The Walt Disney Company operates as a diversified entertainment giant with strong competitive advantages from its vast intellectual property portfolio, global theme parks, and growing direct-to-consumer streaming platforms. The company demonstrates medium business quality with a durable moat supported by iconic brands and infrastructure, but faces execution risks in streaming profitability and pa…
Accumulation Zones
| Metric |
AVGO |
DIS |
| Zone Low |
$139.76 |
$126.60 |
| Zone High |
$158.40 |
$143.48 |
| In Buy Zone? |
No
|
Yes
|