AVGO vs GOOG: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Alphabet Inc. — 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
Alphabet Inc. · Communication Services
$334.98
+15.8% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GOOG has more upside to fair value
(+15.8%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
GOOG |
| Current Price |
$354.99 |
$334.98 |
| Fair Value Estimate |
$408.70 |
$387.82 |
| Upside to Fair Value |
+15.1%
|
+15.8%
|
| Market Cap |
$1,688.9B |
$4,065.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
12.7x
|
| Price / Sales |
18.9x
|
9.1x
|
| Price / FCF |
42.9x
|
76.4x
|
| Revenue Growth YoY |
+85.5%
|
+24.2%
|
| Gross Margin |
67.7%
|
60.9%
|
| Operating Margin |
48.3%
|
33.1%
|
| Return on Equity |
43.9%
|
50.8%
|
| Dividend Yield |
0.73% |
0.26% |
| FCF Yield |
2.33%
|
1.31%
|
| 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 …
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.…
Accumulation Zones
| Metric |
AVGO |
GOOG |
| Zone Low |
$306.52 |
$290.87 |
| Zone High |
$347.39 |
$329.65 |
| In Buy Zone? |
No
|
No
|