AVGO vs GS: Which Is the Better Buy?

Side-by-side comparison of Broadcom Inc. and The Goldman Sachs Group, Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-11.
Broadcom Inc. ยท Technology
$371.59
-49.9% upside to fair value
Grade C High Quality
VS
The Goldman Sachs Group, Inc. ยท Financial Services
$907.80
-3.1% upside to fair value
Low Conviction Grade C+
QuantHub Verdict
GS has more upside to fair value (-3.1%). GS trades at a lower forward P/E (15.6x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric AVGO GS
Current Price $371.59 $907.80
Fair Value Estimate $186.35 $880.00
Upside to Fair Value -49.9% -3.1%
Market Cap $1,761.8B $269.4B
Forward P/E 70.7x 15.6x
EV / EBITDA 46.7x 29.7x
Price / Sales 25.9x 2.1x
Price / FCF 61.1x โ€”
Revenue Growth YoY +7.2% +9.0%
Gross Margin 67.1% 47.5%
Operating Margin 40.9% 17.5%
Return on Equity 32.9% 13.8%
Dividend Yield 0% 1.71%
FCF Yield 1.64% โ€”
Analyst Consensus Strong Buy Buy
Investment Thesis
AVGO โ€” 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-yโ€ฆ
GS โ€” The Goldman Sachs Group, Inc.
Goldman Sachs remains the premier global investment bank with dominant franchises in M&A advisory, equities trading, and asset management. FY2025 delivered $58.3B net revenues, 15% ROE, and $51.32 diluted EPS, powered by record equities trading and a resurgent IB pipeline. The stock has pulled back 8% from January highs near $985 but still trades at 2.27x book value, well above the 5-year median โ€ฆ
Accumulation Zones
Metric AVGO GS
Zone Low $139.76 $600.00
Zone High $158.40 $680.00
In Buy Zone? No No
โ† AVGO Research    GS Research โ†’    All Research