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 2026-04-22.
Broadcom Inc. · Technology
$371.59
-49.9% upside to fair value
Grade C
High Quality
VS
Palo Alto Networks, Inc. · Technology
$174.96
+15.2% upside to fair value
Grade B
High Quality
QuantHub Verdict
PANW has more upside to fair value
(+15.2%).
AVGO trades at a lower forward P/E
(70.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
PANW |
| Current Price |
$371.59 |
$174.96 |
| Fair Value Estimate |
$186.35 |
$201.61 |
| Upside to Fair Value |
-49.9%
|
+15.2%
|
| Market Cap |
$1,761.8B |
$119.2B |
| Forward P/E |
70.7x
|
94.9x
|
| EV / EBITDA |
46.7x
|
52.4x
|
| Price / Sales |
25.9x
|
12.1x
|
| Price / FCF |
61.1x
|
29.3x
|
| Revenue Growth YoY |
+7.2%
|
+14.9%
|
| Gross Margin |
67.1%
|
73.5%
|
| Operating Margin |
40.9%
|
14.4%
|
| Return on Equity |
32.9%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.64%
|
3.41%
|
| 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…
Palo Alto Networks is a leading cybersecurity company specializing in AI-driven cloud security platforms, subscription services, and hardware products. The company benefits from a durable competitive moat driven by its platform transformation under CEO Nikesh Arora, with over 50% of revenue from high-margin subscription services growing at 25.6% year-over-year in fiscal 2024. Despite a premium va…
Accumulation Zones
| Metric |
AVGO |
PANW |
| Zone Low |
$139.76 |
$151.21 |
| Zone High |
$158.40 |
$171.37 |
| In Buy Zone? |
No
|
No
|