AVGO vs PANW: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Broadcom Inc. · Technology
$354.99
+15.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
AVGO has more upside to fair value
(+15.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AVGO |
PANW |
| Current Price |
$354.99 |
$374.74 |
| Fair Value Estimate |
$408.70 |
$355.11 |
| Upside to Fair Value |
+15.1%
|
-5.2%
|
| Market Cap |
$1,688.9B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
569.8x
|
| Price / Sales |
18.9x
|
26.6x
|
| Price / FCF |
42.9x
|
64.0x
|
| Revenue Growth YoY |
+85.5%
|
+34.4%
|
| Gross Margin |
67.7%
|
70.4%
|
| Operating Margin |
48.3%
|
6.1%
|
| Return on Equity |
43.9%
|
1.7%
|
| Dividend Yield |
0.73% |
0% |
| FCF Yield |
2.33%
|
1.56%
|
| 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 …
Palo Alto Networks is a global cybersecurity leader built around next-generation firewalls, the Panorama management platform, and a broad subscription portfolio spanning threat prevention, cloud security, secure access, and security analytics, sold to medium and large enterprises, service providers, and governments through direct and channel distribution. The business quality is genuinely high on…
Accumulation Zones
| Metric |
AVGO |
PANW |
| Zone Low |
$306.52 |
$266.33 |
| Zone High |
$347.39 |
$301.84 |
| In Buy Zone? |
No
|
No
|