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 2026-09-26.
Broadcom Inc. · Technology
$354.99
+15.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
Super Micro Computer, Inc. · Technology
$43.26
-4.2% upside to fair value
Med Conviction
Grade C
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 |
SMCI |
| Current Price |
$354.99 |
$43.26 |
| Fair Value Estimate |
$408.70 |
$41.44 |
| Upside to Fair Value |
+15.1%
|
-4.2%
|
| Market Cap |
$1,688.9B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
8.9x
|
| Price / Sales |
18.9x
|
0.7x
|
| Price / FCF |
42.9x
|
—
|
| Revenue Growth YoY |
+85.5%
|
+93.2%
|
| Gross Margin |
67.7%
|
10.8%
|
| Operating Margin |
48.3%
|
7.1%
|
| Return on Equity |
43.9%
|
25.1%
|
| Dividend Yield |
0.73% |
0% |
| FCF Yield |
2.33%
|
—
|
| 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 …
Super Micro Computer designs and sells modular, open-standard server and storage systems, with a growing franchise in liquid- and air-cooled AI racks such as the NVIDIA Vera Rubin NVL72, sold through direct, distribution and OEM channels to data center, cloud, AI, 5G and edge customers. The business quality is mixed: revenue grew 93.2% year over year and earnings grew 503.7% in the most recent qu…
Accumulation Zones
| Metric |
AVGO |
SMCI |
| Zone Low |
$306.52 |
$31.08 |
| Zone High |
$347.39 |
$35.22 |
| In Buy Zone? |
No
|
No
|