AVGO vs VRT: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Vertiv Holdings Co — 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
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
VRT has more upside to fair value
(-11.3%).
AVGO trades at a lower forward P/E
(70.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
VRT |
| Current Price |
$371.59 |
$307.34 |
| Fair Value Estimate |
$186.35 |
$272.65 |
| Upside to Fair Value |
-49.9%
|
-11.3%
|
| Market Cap |
$1,761.8B |
$117.6B |
| Forward P/E |
70.7x
|
88.2x
|
| EV / EBITDA |
46.7x
|
55.3x
|
| Price / Sales |
25.9x
|
11.5x
|
| Price / FCF |
61.1x
|
61.2x
|
| Revenue Growth YoY |
+7.2%
|
+7.6%
|
| Gross Margin |
67.1%
|
34.8%
|
| Operating Margin |
40.9%
|
18.2%
|
| Return on Equity |
32.9%
|
40.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.64%
|
1.63%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
Vertiv Holdings Co operates as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
| Metric |
AVGO |
VRT |
| Zone Low |
$139.76 |
$204.49 |
| Zone High |
$158.40 |
$231.75 |
| In Buy Zone? |
No
|
No
|