AVGO vs RTX: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and RTX Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Broadcom Inc. · Technology
$371.59
-49.9% upside to fair value
Grade C
High Quality
VS
RTX Corporation · Industrials
$172.90
-21.3% upside to fair value
Grade D
QuantHub Verdict
RTX has more upside to fair value
(-21.3%).
RTX trades at a lower forward P/E
(32.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
RTX |
| Current Price |
$371.59 |
$172.90 |
| Fair Value Estimate |
$186.35 |
$136.05 |
| Upside to Fair Value |
-49.9%
|
-21.3%
|
| Market Cap |
$1,761.8B |
$232.8B |
| Forward P/E |
70.7x
|
32.1x
|
| EV / EBITDA |
46.7x
|
19.2x
|
| Price / Sales |
25.9x
|
2.6x
|
| Price / FCF |
61.1x
|
27.9x
|
| Revenue Growth YoY |
+7.2%
|
+8.7%
|
| Gross Margin |
67.1%
|
20.2%
|
| Operating Margin |
40.9%
|
10.4%
|
| Return on Equity |
32.9%
|
11.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.64%
|
3.59%
|
| Analyst Consensus |
Strong Buy
|
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…
RTX Corporation is a leading aerospace and defense company with a diversified portfolio spanning Pratt & Whitney jet engines, Collins Aerospace avionics, and Raytheon Intelligence & Space defense systems. The company benefits from a strong competitive moat supported by a $271 billion backlog and multi-year contracts, driving consistent revenue growth of 10% in 2025 and 9% in Q1 2026. Earnings gro…
Accumulation Zones
| Metric |
AVGO |
RTX |
| Zone Low |
$139.76 |
$102.04 |
| Zone High |
$158.40 |
$115.64 |
| In Buy Zone? |
No
|
No
|