AVGO vs VRTV: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Veritiv Corporation — 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
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
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 |
VRTV |
| Current Price |
$354.99 |
$169.99 |
| Fair Value Estimate |
$408.70 |
$93.49 |
| Upside to Fair Value |
+15.1%
|
-45.0%
|
| Market Cap |
$1,688.9B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
5.4x
|
| Price / Sales |
18.9x
|
0.4x
|
| Price / FCF |
42.9x
|
10.4x
|
| Revenue Growth YoY |
+85.5%
|
-19.0%
|
| Gross Margin |
67.7%
|
22.7%
|
| Operating Margin |
48.3%
|
5.9%
|
| Return on Equity |
43.9%
|
48.6%
|
| Dividend Yield |
0.73% |
1.48% |
| FCF Yield |
2.33%
|
9.57%
|
| 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 …
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
AVGO |
VRTV |
| Zone Low |
$306.52 |
$70.12 |
| Zone High |
$347.39 |
$79.47 |
| In Buy Zone? |
No
|
No
|