AVGO vs GOOGL: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Alphabet Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-10.
Broadcom Inc. ยท Technology
$371.59
-49.9% upside to fair value
Grade C
High Quality
VS
Alphabet Inc. ยท Communication Services
$317.41
-4.5% upside to fair value
Grade D
High Quality
QuantHub Verdict
GOOGL has more upside to fair value
(-4.5%).
GOOGL trades at a lower forward P/E
(29.0x).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
AVGO |
GOOGL |
| Current Price |
$371.59 |
$317.41 |
| Fair Value Estimate |
$186.35 |
$303.05 |
| Upside to Fair Value |
-49.9%
|
-4.5%
|
| Market Cap |
$1,761.8B |
$3,839.7B |
| Forward P/E |
70.7x
|
29.0x
|
| EV / EBITDA |
46.7x
|
21.5x
|
| Price / Sales |
25.9x
|
9.5x
|
| Price / FCF |
61.1x
|
52.4x
|
| Revenue Growth YoY |
+7.2%
|
+11.3%
|
| Gross Margin |
67.1%
|
59.7%
|
| Operating Margin |
40.9%
|
32.0%
|
| Return on Equity |
32.9%
|
35.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.64%
|
1.91%
|
| 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-yโฆ
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant search engine, advertising platforms, and cloud computing services. The company benefits from durable competitive moats including browser and mobile OS dominance, strong brand recognition, and advanced AI infrastructure investments. Despite strong revenue growth of 11.3% year-oveโฆ
Accumulation Zones
| Metric |
AVGO |
GOOGL |
| Zone Low |
$139.76 |
$227.29 |
| Zone High |
$158.40 |
$257.59 |
| In Buy Zone? |
No
|
No
|