AVGO vs PYPL: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and PayPal Holdings, Inc. — 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
PayPal Holdings, Inc. · Financial Services
$52.71
+9.1% upside to fair value
Med Conviction
Grade B-
QuantHub Verdict
AVGO has more upside to fair value
(+15.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
PYPL |
| Current Price |
$354.99 |
$52.71 |
| Fair Value Estimate |
$408.70 |
$57.50 |
| Upside to Fair Value |
+15.1%
|
+9.1%
|
| Market Cap |
$1,688.9B |
$45.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
6.8x
|
| Price / Sales |
18.9x
|
1.3x
|
| Price / FCF |
42.9x
|
7.2x
|
| Revenue Growth YoY |
+85.5%
|
+4.8%
|
| Gross Margin |
67.7%
|
45.8%
|
| Operating Margin |
48.3%
|
18.8%
|
| Return on Equity |
43.9%
|
24.4%
|
| Dividend Yield |
0.73% |
1.06% |
| FCF Yield |
2.33%
|
13.97%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 …
PayPal operates a global digital-payments platform spanning branded checkout, Venmo, Braintree merchant processing, credit products and fraud-risk infrastructure across approximately 200 markets. Business quality is medium: its two-sided network, trusted brand, broad merchant distribution and risk capabilities remain meaningful assets, but its highest-value branded-checkout franchise is under com…
Accumulation Zones
| Metric |
AVGO |
PYPL |
| Zone Low |
$306.52 |
$43.12 |
| Zone High |
$347.39 |
$48.88 |
| In Buy Zone? |
No
|
No
|