AVGO vs UNH: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Broadcom Inc. · Technology
$371.59
-49.9% upside to fair value
Grade C
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$304.33
+41.3% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
UNH has more upside to fair value
(+41.3%).
UNH trades at a lower forward P/E
(15.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
UNH |
| Current Price |
$371.59 |
$304.33 |
| Fair Value Estimate |
$186.35 |
$430.00 |
| Upside to Fair Value |
-49.9%
|
+41.3%
|
| Market Cap |
$1,761.8B |
$276.2B |
| Forward P/E |
70.7x
|
15.1x
|
| EV / EBITDA |
46.7x
|
14.3x
|
| Price / Sales |
25.9x
|
0.6x
|
| Price / FCF |
61.1x
|
17.2x
|
| Revenue Growth YoY |
+7.2%
|
+11.8%
|
| Gross Margin |
67.1%
|
18.5%
|
| Operating Margin |
40.9%
|
4.2%
|
| Return on Equity |
32.9%
|
12.7%
|
| Dividend Yield |
0% |
2.9% |
| FCF Yield |
1.64%
|
5.82%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
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…
UnitedHealth Group is the world's largest diversified healthcare company, combining the dominant US health insurer UnitedHealthcare with the high-margin Optum services platform spanning care delivery, pharmacy benefits, and data analytics. The stock has fallen roughly 49% from its 2024 peak of $596, driven by elevated medical costs, DOJ antitrust scrutiny, CEO transitions (Brian Thompson's murder…
Accumulation Zones
| Metric |
AVGO |
UNH |
| Zone Low |
$139.76 |
$280.00 |
| Zone High |
$158.40 |
$340.00 |
| In Buy Zone? |
No
|
Yes
|