AVGO vs SLB: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Slb N.V. — 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
Slb N.V. · Energy
$52.08
+8.6% 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 |
SLB |
| Current Price |
$354.99 |
$52.08 |
| Fair Value Estimate |
$408.70 |
$56.56 |
| Upside to Fair Value |
+15.1%
|
+8.6%
|
| Market Cap |
$1,688.9B |
$77.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
12.2x
|
| Price / Sales |
18.9x
|
2.1x
|
| Price / FCF |
42.9x
|
17.1x
|
| Revenue Growth YoY |
+85.5%
|
+5.0%
|
| Gross Margin |
67.7%
|
16.5%
|
| Operating Margin |
48.3%
|
13.4%
|
| Return on Equity |
43.9%
|
11.8%
|
| Dividend Yield |
0.73% |
2.25% |
| FCF Yield |
2.33%
|
5.83%
|
| 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 …
SLB N.V. is the world's largest oilfield services provider, operating four divisions (Digital & Integration, Reservoir Performance, Well Construction, and Production Systems) that span field development, drilling, subsea production, and carbon management for the global energy industry. The business carries a medium-quality profile: it benefits from deep technical expertise, a broad international …
Accumulation Zones
| Metric |
AVGO |
SLB |
| Zone Low |
$306.52 |
$42.42 |
| Zone High |
$347.39 |
$48.08 |
| In Buy Zone? |
No
|
No
|