AVGO vs MAR: Which Is the Better Buy?

Side-by-side comparison of Broadcom Inc. and Marriott International, Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-07.
Broadcom Inc. ยท Technology
$371.59
-45.0% upside to fair value
Grade C High Quality
VS
Marriott International, Inc. ยท Consumer Cyclical
$359.06
-45.0% upside to fair value
Grade D
QuantHub Verdict
MAR trades at a lower forward P/E (37.7x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric AVGO MAR
Current Price $371.59 $359.06
Fair Value Estimate $204.37 $197.48
Upside to Fair Value -45.0% -45.0%
Market Cap $1,761.8B $95.2B
Forward P/E 70.7x 37.7x
EV / EBITDA 46.7x 29.5x
Price / Sales 25.9x 4.4x
Price / FCF 61.1x 29.3x
Revenue Growth YoY +7.2% -71.1%
Gross Margin 67.1% 6.0%
Operating Margin 40.9% 19.6%
Return on Equity 32.9% -78.5%
Dividend Yield 0% 0%
FCF Yield 1.64% 3.41%
Analyst Consensus Strong Buy Hold
Investment Thesis
AVGO โ€” 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-yโ€ฆ
MAR โ€” Marriott International, Inc.
Marriott International operates a global fee-driven, asset-light hotel business with a portfolio of over 30 brands and a strong competitive position in the travel lodging industry. The company benefits from a durable competitive moat supported by its brand strength, extensive network, and recurring franchise and management fees. However, recent financials show significant headwinds with a 71.1% yโ€ฆ
Accumulation Zones
Metric AVGO MAR
Zone Low $153.28 $148.11
Zone High $173.71 $167.86
In Buy Zone? No No
โ† AVGO Research    MAR Research โ†’    All Research