AVGO vs UPS: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and United Parcel Service, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Broadcom Inc. · Technology
$354.99
+15.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
United Parcel Service, Inc. · Industrials
$99.02
+21.1% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
UPS has more upside to fair value
(+21.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AVGO |
UPS |
| Current Price |
$354.99 |
$99.02 |
| Fair Value Estimate |
$408.70 |
$119.92 |
| Upside to Fair Value |
+15.1%
|
+21.1%
|
| Market Cap |
$1,688.9B |
$84.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
10.2x
|
| Price / Sales |
18.9x
|
0.9x
|
| Price / FCF |
42.9x
|
15.3x
|
| Revenue Growth YoY |
+85.5%
|
+7.6%
|
| Gross Margin |
67.7%
|
16.6%
|
| Operating Margin |
48.3%
|
7.3%
|
| Return on Equity |
43.9%
|
29.1%
|
| Dividend Yield |
0.73% |
6.62% |
| FCF Yield |
2.33%
|
6.52%
|
| 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 …
United Parcel Service is the world's largest integrated package delivery and logistics network, operating U.S. Domestic Package and International Package segments with roughly 460,000 employees and a 119-year operating history. The business quality is medium: the global air-and-ground network, brand, and scale are genuine assets, but the company is exposed to commoditized freight, Amazon volume c…
Accumulation Zones
| Metric |
AVGO |
UPS |
| Zone Low |
$306.52 |
$89.94 |
| Zone High |
$347.39 |
$101.93 |
| In Buy Zone? |
No
|
Yes
|