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
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 โฆ
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 caโฆ
Accumulation Zones
| Metric |
AVGO |
INTU |
| Zone Low |
$306.52 |
$260.44 |
| Zone High |
$347.39 |
$295.16 |
| In Buy Zone? |
No
|
Yes
|