AVGO vs GE: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and GE Aerospace — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-16.
Broadcom Inc. · Technology
$379.86
-41.0% upside to fair value
Grade C
High Quality
VS
GE Aerospace · Industrials
$360.35
-25.9% upside to fair value
Grade D
High Quality
QuantHub Verdict
GE has more upside to fair value
(-25.9%).
GE trades at a lower forward P/E
(42.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
GE |
| Current Price |
$379.86 |
$360.35 |
| Fair Value Estimate |
$223.93 |
$267.03 |
| Upside to Fair Value |
-41.0%
|
-25.9%
|
| Market Cap |
$1,806.8B |
$376.5B |
| Forward P/E |
61.3x
|
42.3x
|
| EV / EBITDA |
44.1x
|
33.4x
|
| Price / Sales |
23.9x
|
7.8x
|
| Price / FCF |
55.2x
|
50.5x
|
| Revenue Growth YoY |
+47.9%
|
+21.1%
|
| Gross Margin |
67.0%
|
36.1%
|
| Operating Margin |
43.7%
|
21.0%
|
| Return on Equity |
36.4%
|
46.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.81%
|
1.98%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…
Accumulation Zones
| Metric |
AVGO |
GE |
| Zone Low |
$167.95 |
$200.27 |
| Zone High |
$190.34 |
$226.98 |
| In Buy Zone? |
No
|
No
|