AVGO vs GE: Which Is the Better Buy?

Side-by-side comparison of Broadcom Inc. and GE Aerospace β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-11.
Broadcom Inc. Β· Technology
$371.59
-49.9% upside to fair value
Grade C High Quality
VS
GE Aerospace Β· Industrials
$308.35
-44.2% upside to fair value
Grade D High Quality
QuantHub Verdict
GE has more upside to fair value (-44.2%). GE 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 GE
Current Price $371.59 $308.35
Fair Value Estimate $186.35 $171.94
Upside to Fair Value -49.9% -44.2%
Market Cap $1,761.8B $325.2B
Forward P/E 70.7x 37.8x
EV / EBITDA 46.7x 27.9x
Price / Sales 25.9x 7.2x
Price / FCF 61.1x 45.2x
Revenue Growth YoY +7.2% +18.5%
Gross Margin 67.1% 36.8%
Operating Margin 40.9% 19.1%
Return on Equity 32.9% 46.6%
Dividend Yield 0% 0.44%
FCF Yield 1.64% 2.21%
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…
GE β€” GE Aerospace
GE Aerospace is the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
Accumulation Zones
Metric AVGO GE
Zone Low $139.76 $128.96
Zone High $158.40 $146.15
In Buy Zone? No No
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