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 2026-04-22.
Broadcom Inc. · Technology
$371.59
-45.0% upside to fair value
Grade C
High Quality
VS
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
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 |
$305.14 |
| Fair Value Estimate |
$204.37 |
$167.83 |
| Upside to Fair Value |
-45.0%
|
-45.0%
|
| Market Cap |
$1,761.8B |
$116.8B |
| Forward P/E |
70.7x
|
75.0x
|
| EV / EBITDA |
46.7x
|
50.1x
|
| Price / Sales |
25.9x
|
10.8x
|
| Price / FCF |
61.1x
|
50.5x
|
| Revenue Growth YoY |
+7.2%
|
+30.1%
|
| Gross Margin |
67.1%
|
36.2%
|
| Operating Margin |
40.9%
|
18.5%
|
| Return on Equity |
32.9%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.64%
|
1.98%
|
| 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 in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
AVGO |
VRT |
| Zone Low |
$153.28 |
$125.87 |
| Zone High |
$173.71 |
$142.66 |
| In Buy Zone? |
No
|
No
|