AVGO vs GOOGL: 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 2026-04-20.
Broadcom Inc. · Technology
$371.59
-45.0% upside to fair value
Grade C
High Quality
VS
Alphabet Inc. · Communication Services
$341.68
-4.2% upside to fair value
Grade C
High Quality
QuantHub Verdict
GOOGL has more upside to fair value
(-4.2%).
GOOGL trades at a lower forward P/E
(31.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
GOOGL |
| Current Price |
$371.59 |
$341.68 |
| Fair Value Estimate |
$204.37 |
$327.32 |
| Upside to Fair Value |
-45.0%
|
-4.2%
|
| Market Cap |
$1,761.8B |
$4,133.3B |
| Forward P/E |
70.7x
|
31.2x
|
| EV / EBITDA |
46.7x
|
23.1x
|
| Price / Sales |
25.9x
|
10.3x
|
| Price / FCF |
61.1x
|
56.4x
|
| Revenue Growth YoY |
+7.2%
|
+18.1%
|
| 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%
|
1.77%
|
| 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…
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant Google Services segment, Google Cloud, and Other Bets. The company benefits from a durable competitive moat driven by its dominant market shares in search, browser, and mobile OS, as well as significant infrastructure advantages in AI and cloud computing. Despite trading at a ver…
Accumulation Zones
| Metric |
AVGO |
GOOGL |
| Zone Low |
$153.28 |
$245.49 |
| Zone High |
$173.71 |
$278.22 |
| In Buy Zone? |
No
|
No
|