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 2026-07-06.
Broadcom Inc. · Technology
$379.86
-41.0% upside to fair value
Grade C
High Quality
VS
SLB N.V. · Energy
$48.09
-33.4% upside to fair value
Grade C
QuantHub Verdict
SLB has more upside to fair value
(-33.4%).
SLB trades at a lower forward P/E
(21.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
SLB |
| Current Price |
$379.86 |
$48.09 |
| Fair Value Estimate |
$223.93 |
$32.01 |
| Upside to Fair Value |
-41.0%
|
-33.4%
|
| Market Cap |
$1,806.8B |
$71.9B |
| Forward P/E |
61.3x
|
21.8x
|
| EV / EBITDA |
44.1x
|
10.9x
|
| Price / Sales |
23.9x
|
2.0x
|
| Price / FCF |
55.2x
|
15.4x
|
| Revenue Growth YoY |
+47.9%
|
+2.7%
|
| Gross Margin |
67.0%
|
17.3%
|
| Operating Margin |
43.7%
|
14.4%
|
| Return on Equity |
36.4%
|
13.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.81%
|
6.51%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Broadcom Inc. is a leading technology company specializing in semiconductors and infrastructure software, with a business split nearly evenly between these two segments. The company benefits from a durable competitive moat driven by customer concentration in mission-critical infrastructure, high switching costs, and a broad portfolio spanning semiconductors and infrastructure software. Broadcom h…
SLB N.V. is a global leader in oilfield services, specializing in well construction, production systems, reservoir performance, and digital solutions. The company benefits from a durable competitive moat anchored in technology, integrated service breadth, and global infrastructure, with a management team that has long tenure and deep industry experience. Despite solid free cash flow generation of…
Accumulation Zones
| Metric |
AVGO |
SLB |
| Zone Low |
$167.95 |
$24.01 |
| Zone High |
$190.34 |
$27.21 |
| In Buy Zone? |
No
|
No
|