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 2026-09-25.
Broadcom Inc. · Technology
$354.99
+15.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
Johnson & Johnson · Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
AVGO has more upside to fair value
(+15.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
JNJ |
| Current Price |
$354.99 |
$270.68 |
| Fair Value Estimate |
$408.70 |
$286.05 |
| Upside to Fair Value |
+15.1%
|
+5.7%
|
| Market Cap |
$1,688.9B |
$652.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
20.2x
|
| Price / Sales |
18.9x
|
6.7x
|
| Price / FCF |
42.9x
|
35.3x
|
| Revenue Growth YoY |
+85.5%
|
+6.6%
|
| Gross Margin |
67.7%
|
67.9%
|
| Operating Margin |
48.3%
|
26.8%
|
| Return on Equity |
43.9%
|
25.7%
|
| Dividend Yield |
0.73% |
1.95% |
| FCF Yield |
2.33%
|
2.83%
|
| 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 …
Johnson & Johnson is a 141,700-employee healthcare holding company operating two segments, Innovative Medicine (immunology, oncology, neuroscience, infectious disease, cardiovascular and metabolism, pulmonary hypertension) and MedTech (interventional solutions, orthopaedics, surgery, vision), founded in 1887 and headquartered in New Brunswick, New Jersey. Business quality is high on fundamentals:…
Accumulation Zones
| Metric |
AVGO |
JNJ |
| Zone Low |
$306.52 |
$214.54 |
| Zone High |
$347.39 |
$243.14 |
| In Buy Zone? |
No
|
No
|