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 2026-09-26.
Broadcom Inc. · Technology
$354.99
+15.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
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 |
VRT |
| Current Price |
$354.99 |
$253.28 |
| Fair Value Estimate |
$408.70 |
$274.15 |
| Upside to Fair Value |
+15.1%
|
+8.2%
|
| Market Cap |
$1,688.9B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
38.8x
|
| Price / Sales |
18.9x
|
8.5x
|
| Price / FCF |
42.9x
|
33.3x
|
| Revenue Growth YoY |
+85.5%
|
+24.1%
|
| Gross Margin |
67.7%
|
37.5%
|
| Operating Margin |
48.3%
|
19.1%
|
| Return on Equity |
43.9%
|
42.1%
|
| Dividend Yield |
0.73% |
0.1% |
| FCF Yield |
2.33%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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 …
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
AVGO |
VRT |
| Zone Low |
$306.52 |
$205.61 |
| Zone High |
$347.39 |
$233.03 |
| In Buy Zone? |
No
|
No
|