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 2026-04-24.
Broadcom Inc. · Technology
$371.59
-45.0% upside to fair value
Grade C
High Quality
VS
Palo Alto Networks, Inc. · Technology
$174.41
-0.1% upside to fair value
Grade B
High Quality
QuantHub Verdict
PANW has more upside to fair value
(-0.1%).
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 |
$174.41 |
| Fair Value Estimate |
$204.37 |
$174.18 |
| Upside to Fair Value |
-45.0%
|
-0.1%
|
| Market Cap |
$1,761.8B |
$118.9B |
| Forward P/E |
70.7x
|
94.6x
|
| EV / EBITDA |
46.7x
|
52.3x
|
| Price / Sales |
25.9x
|
12.0x
|
| Price / FCF |
61.1x
|
29.2x
|
| 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%
|
3.42%
|
| 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, Inc. is a leading global cybersecurity company specializing in AI-driven security platforms with a strong recurring revenue base exceeding 80% of total revenue. The company benefits from a high gross margin of 73.5% and solid profitability with a net margin of 13.0%, supported by accelerating revenue growth of 14.9% and earnings growth of 61.6% in the most recent quarter. Unde…
Accumulation Zones
| Metric |
AVGO |
PANW |
| Zone Low |
$153.28 |
$130.63 |
| Zone High |
$173.71 |
$148.05 |
| In Buy Zone? |
No
|
No
|