AVGO vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Broadcom Inc. · Technology
$354.99
+15.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
Oracle Corporation · Technology
$149.12
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AVGO |
ORCL |
| Current Price |
$354.99 |
$149.12 |
| Fair Value Estimate |
$408.70 |
$216.22 |
| Upside to Fair Value |
+15.1%
|
+45.0%
|
| Market Cap |
$1,688.9B |
$429.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
14.6x
|
| Price / Sales |
18.9x
|
6.0x
|
| Price / FCF |
42.9x
|
—
|
| Revenue Growth YoY |
+85.5%
|
+29.6%
|
| Gross Margin |
67.7%
|
63.9%
|
| Operating Margin |
48.3%
|
32.4%
|
| Return on Equity |
43.9%
|
42.6%
|
| Dividend Yield |
0.73% |
1.34% |
| FCF Yield |
2.33%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong 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 …
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Accumulation Zones
| Metric |
AVGO |
ORCL |
| Zone Low |
$306.52 |
$162.16 |
| Zone High |
$347.39 |
$183.79 |
| In Buy Zone? |
No
|
Yes
|