AVGO vs TTD: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-09.
Broadcom Inc. · Technology
$371.59
-45.0% upside to fair value
Grade C
High Quality
VS
The Trade Desk, Inc. · Technology
$23.08
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
TTD has more upside to fair value
(+45.0%).
TTD trades at a lower forward P/E
(25.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
TTD |
| Current Price |
$371.59 |
$23.08 |
| Fair Value Estimate |
$204.37 |
$33.47 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$1,761.8B |
$10.8B |
| Forward P/E |
70.7x
|
25.3x
|
| EV / EBITDA |
46.7x
|
14.3x
|
| Price / Sales |
25.9x
|
3.6x
|
| Price / FCF |
61.1x
|
13.0x
|
| Revenue Growth YoY |
+7.2%
|
+11.8%
|
| Gross Margin |
67.1%
|
77.8%
|
| Operating Margin |
40.9%
|
20.3%
|
| Return on Equity |
32.9%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.64%
|
7.71%
|
| 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…
The Trade Desk, Inc. operates a leading self-service, cloud-based programmatic advertising platform focused on demand-side platform services, primarily in connected TV and audio advertising. The company benefits from a durable competitive moat driven by network effects, high customer retention above 95%, and a founder-led management team with deep industry expertise. Despite solid revenue growth …
Accumulation Zones
| Metric |
AVGO |
TTD |
| Zone Low |
$153.28 |
$25.10 |
| Zone High |
$173.71 |
$28.45 |
| In Buy Zone? |
No
|
Yes
|