AVGO vs INTU: Which Is the Better Buy?

Side-by-side comparison of Broadcom Inc. and Intuit Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-25.
Broadcom Inc. ยท Technology
$354.99
+15.1% upside to fair value
Med Conviction Grade B High Quality
VS
Intuit Inc. ยท Technology
$277.13
+25.3% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
INTU has more upside to fair value (+25.3%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric AVGO INTU
Current Price $354.99 $277.13
Fair Value Estimate $408.70 $347.25
Upside to Fair Value +15.1% +25.3%
Market Cap $1,688.9B $75.8B
Forward P/E โ€” โ€”
EV / EBITDA 33.0x 11.0x
Price / Sales 18.9x 3.5x
Price / FCF 42.9x 8.8x
Revenue Growth YoY +85.5% +13.7%
Gross Margin 67.7% 80.9%
Operating Margin 48.3% 28.8%
Return on Equity 43.9% 23.4%
Dividend Yield 0.73% 1.73%
FCF Yield 2.33% 11.43%
Analyst Consensus Strong Buy Buy
Investment Thesis
AVGO โ€” Broadcom Inc.
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 โ€ฆ
INTU โ€” Intuit Inc.
Intuit is a financial management software platform serving small and mid-market businesses through QuickBooks, consumers through TurboTax, and consumers through Credit Karma, with a professional tax segment in Lacerte, ProSeries and ProConnect. The business quality is high on fundamentals: TTM gross margin of 80.9%, TTM operating margin of 28.8%, TTM net margin of 21.3%, ROE of 23.4%, and free caโ€ฆ
Accumulation Zones
Metric AVGO INTU
Zone Low $306.52 $260.44
Zone High $347.39 $295.16
In Buy Zone? No Yes
โ† AVGO Research    INTU Research โ†’    All Research