AVGO vs HD: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and The Home Depot, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Broadcom Inc. · Technology
$371.59
-49.9% upside to fair value
Grade C
High Quality
VS
The Home Depot, Inc. · Consumer Cyclical
$337.34
+12.1% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
HD has more upside to fair value
(+12.1%).
HD trades at a lower forward P/E
(23.0x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AVGO |
HD |
| Current Price |
$371.59 |
$337.34 |
| Fair Value Estimate |
$186.35 |
$378.00 |
| Upside to Fair Value |
-49.9%
|
+12.1%
|
| Market Cap |
$1,761.8B |
$336.0B |
| Forward P/E |
70.7x
|
23.0x
|
| EV / EBITDA |
46.7x
|
18.1x
|
| Price / Sales |
25.9x
|
2.3x
|
| Price / FCF |
61.1x
|
29.7x
|
| Revenue Growth YoY |
+7.2%
|
+3.2%
|
| Gross Margin |
67.1%
|
33.3%
|
| Operating Margin |
40.9%
|
12.7%
|
| Return on Equity |
32.9%
|
110.5%
|
| Dividend Yield |
0% |
2.44% |
| FCF Yield |
1.64%
|
3.37%
|
| Analyst Consensus |
Strong Buy
|
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…
Home Depot remains the world's largest home improvement retailer with 2,350+ stores, dominant 52% market share, and a rapidly growing Pro contractor segment bolstered by the SRS Distribution acquisition. The stock has declined 21% from its $427 high to $337, but now trades at 2.28x P/S, near the 5-year median of 2.31x, and 26.5x P/E which is above the 5-year median of 23.5x. EPS declined 4.6% in …
Accumulation Zones
| Metric |
AVGO |
HD |
| Zone Low |
$139.76 |
$285.00 |
| Zone High |
$158.40 |
$320.00 |
| In Buy Zone? |
No
|
No
|