AVGO vs JPM: Which Is the Better Buy?

Side-by-side comparison of Broadcom Inc. and JPMorgan Chase & Co. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-11.
Broadcom Inc. Β· Technology
$371.59
-49.9% upside to fair value
Grade C High Quality
VS
JPMorgan Chase & Co. Β· Financial Services
$309.87
-6.4% upside to fair value
High Conviction Grade A-
QuantHub Verdict
JPM has more upside to fair value (-6.4%). JPM trades at a lower forward P/E (14.3x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AVGO JPM
Current Price $371.59 $309.87
Fair Value Estimate $186.35 $290.00
Upside to Fair Value -49.9% -6.4%
Market Cap $1,761.8B $835.7B
Forward P/E 70.7x 14.3x
EV / EBITDA 46.7x 17.6x
Price / Sales 25.9x 3.0x
Price / FCF 61.1x β€”
Revenue Growth YoY +7.2% +3.3%
Gross Margin 67.1% 59.99%
Operating Margin 40.9% 25.9%
Return on Equity 32.9% 15.95%
Dividend Yield 0% 1.9%
FCF Yield 1.64% β€”
Analyst Consensus Strong Buy Overweight
Investment Thesis
AVGO β€” Broadcom Inc.
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…
JPM β€” JPMorgan Chase & Co.
JPMorgan Chase is the largest U.S. bank by assets ($4.4T) and the most diversified financial services franchise globally, operating across consumer banking, investment banking, commercial banking, and asset management. Under Jamie Dimon's two-decade leadership, the firm has consistently gained market share, delivered sector-leading ROE of 16%, and invested aggressively in technology ($17B+ annual…
Accumulation Zones
Metric AVGO JPM
Zone Low $139.76 $220.00
Zone High $158.40 $250.00
In Buy Zone? No No
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