AVGO vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Broadcom Inc. · Technology
$371.59
-49.9% upside to fair value
Grade C
High Quality
VS
Super Micro Computer, Inc. · Technology
$28.56
+435.6% upside to fair value
Grade B
QuantHub Verdict
SMCI has more upside to fair value
(+435.6%).
SMCI trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
SMCI |
| Current Price |
$371.59 |
$28.56 |
| Fair Value Estimate |
$186.35 |
$152.97 |
| Upside to Fair Value |
-49.9%
|
+435.6%
|
| Market Cap |
$1,761.8B |
$17.1B |
| Forward P/E |
70.7x
|
19.5x
|
| EV / EBITDA |
46.7x
|
15.0x
|
| Price / Sales |
25.9x
|
0.6x
|
| Price / FCF |
61.1x
|
38.9x
|
| Revenue Growth YoY |
+7.2%
|
+152.8%
|
| Gross Margin |
67.1%
|
8.0%
|
| Operating Margin |
40.9%
|
3.7%
|
| Return on Equity |
32.9%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.64%
|
2.57%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems with a dominant focus on AI GPU platforms that now drive over 70% of its revenues. The company benefits from a founder-led management team with deep industry expertise and long tenure, and it has scaled rapidly with revenue growth exceeding 150% year-over-year. Despite this explosive growth, profitabilit…
Accumulation Zones
| Metric |
AVGO |
SMCI |
| Zone Low |
$139.76 |
$114.73 |
| Zone High |
$158.40 |
$130.02 |
| In Buy Zone? |
No
|
Yes
|