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 2026-04-18.
Broadcom Inc. · Technology
$371.59
-49.9% upside to fair value
Grade C
High Quality
VS
Oracle Corporation · Technology
$175.08
+24.7% upside to fair value
Grade B
QuantHub Verdict
ORCL has more upside to fair value
(+24.7%).
ORCL trades at a lower forward P/E
(30.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
ORCL |
| Current Price |
$371.59 |
$175.08 |
| Fair Value Estimate |
$186.35 |
$218.26 |
| Upside to Fair Value |
-49.9%
|
+24.7%
|
| Market Cap |
$1,761.8B |
$503.5B |
| Forward P/E |
70.7x
|
30.8x
|
| EV / EBITDA |
46.7x
|
21.4x
|
| Price / Sales |
25.9x
|
7.9x
|
| Price / FCF |
61.1x
|
-20.4x
|
| Revenue Growth YoY |
+7.2%
|
+7.0%
|
| Gross Margin |
67.1%
|
66.4%
|
| Operating Margin |
40.9%
|
30.8%
|
| Return on Equity |
32.9%
|
57.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.64%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
Oracle Corporation is a leading technology company specializing in software infrastructure, with a dominant Cloud and License Business segment generating 85.8% of its $57.4 billion revenue in fiscal 2025. The company benefits from a durable competitive moat driven by decades of leadership continuity, aggressive M&A history, and a strong position in enterprise software and cloud services. Despite …
Accumulation Zones
| Metric |
AVGO |
ORCL |
| Zone Low |
$139.76 |
$163.69 |
| Zone High |
$158.40 |
$185.52 |
| In Buy Zone? |
No
|
Yes
|