AVGO vs KO: Which Is the Better Buy?

Side-by-side comparison of Broadcom Inc. and The Coca-Cola Company โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-24.
Broadcom Inc. ยท Technology
$354.99
+15.1% upside to fair value
Med Conviction Grade B High Quality
VS
The Coca-Cola Company ยท Consumer Defensive
$88.71
+15.5% upside to fair value
Med Conviction Grade C High Quality
QuantHub Verdict
KO has more upside to fair value (+15.5%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric AVGO KO
Current Price $354.99 $88.71
Fair Value Estimate $408.70 $102.44
Upside to Fair Value +15.1% +15.5%
Market Cap $1,688.9B $381.7B
Forward P/E โ€” โ€”
EV / EBITDA 33.0x 20.8x
Price / Sales 18.9x 7.6x
Price / FCF 42.9x 26.7x
Revenue Growth YoY +85.5% +6.7%
Gross Margin 67.7% 61.9%
Operating Margin 48.3% 29.6%
Return on Equity 43.9% 43.0%
Dividend Yield 0.73% 2.37%
FCF Yield 2.33% 3.75%
Analyst Consensus Strong Buy Strong 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
KO โ€” The Coca-Cola Company
The Coca-Cola Company is a global non-alcoholic beverage concentrate, brand-management and bottling-system business with products sold in more than 200 countries and territories, supported by powerful trademarks, 2.2 billion daily servings and an entrenched distribution network. Business quality is high: TTM gross, operating and net margins are 61.9%, 29.6% and 28.6%, respectively, ROE is 43.0%, โ€ฆ
Accumulation Zones
Metric AVGO KO
Zone Low $306.52 $76.83
Zone High $347.39 $87.07
In Buy Zone? No No
โ† AVGO Research    KO Research โ†’    All Research