AVGO vs JNJ: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Johnson & Johnson — 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
Johnson & Johnson · Healthcare
$230.69
+10.8% upside to fair value
Grade C
High Quality
QuantHub Verdict
JNJ has more upside to fair value
(+10.8%).
JNJ trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
JNJ |
| Current Price |
$371.59 |
$230.69 |
| Fair Value Estimate |
$204.37 |
$255.61 |
| Upside to Fair Value |
-45.0%
|
+10.8%
|
| Market Cap |
$1,761.8B |
$555.9B |
| Forward P/E |
70.7x
|
26.8x
|
| EV / EBITDA |
46.7x
|
18.5x
|
| Price / Sales |
25.9x
|
5.8x
|
| Price / FCF |
61.1x
|
28.2x
|
| Revenue Growth YoY |
+7.2%
|
+9.9%
|
| Gross Margin |
67.1%
|
69.1%
|
| Operating Margin |
40.9%
|
26.9%
|
| Return on Equity |
32.9%
|
26.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.64%
|
3.54%
|
| 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…
Johnson & Johnson is a leading healthcare company focused on pharmaceuticals and medical devices following its consumer health spin-off. The business quality is high due to its durable competitive moat, diversified portfolio, and strong management with deep institutional knowledge. Despite a 52.4% decline in earnings in the most recent quarter, revenue grew 9.9% year-over-year in the same period,…
Accumulation Zones
| Metric |
AVGO |
JNJ |
| Zone Low |
$153.28 |
$191.71 |
| Zone High |
$173.71 |
$217.27 |
| In Buy Zone? |
No
|
No
|