AVGO vs VST: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Vistra Corp. — 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
Vistra Corp. · Utilities
$140.67
-23.0% upside to fair value
Med Conviction
Grade C
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 |
VST |
| Current Price |
$354.99 |
$140.67 |
| Fair Value Estimate |
$408.70 |
$108.27 |
| Upside to Fair Value |
+15.1%
|
-23.0%
|
| Market Cap |
$1,688.9B |
$47.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
10.3x
|
| Price / Sales |
18.9x
|
3.0x
|
| Price / FCF |
42.9x
|
34.7x
|
| Revenue Growth YoY |
+85.5%
|
-5.5%
|
| Gross Margin |
67.7%
|
13.0%
|
| Operating Margin |
48.3%
|
2.3%
|
| Return on Equity |
43.9%
|
41.5%
|
| Dividend Yield |
0.73% |
0.65% |
| FCF Yield |
2.33%
|
2.88%
|
| 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 …
Vistra Corp. is a vertically integrated independent power producer and retail electricity supplier operating roughly 38,700 megawatts of generation across natural gas, nuclear, coal, solar, and battery storage, serving about 4.3 million retail customers in 20 states and the District of Columbia. The business quality is mixed: the diversified PJM and ERCOT fleet plus retail load is a genuine struc…
Accumulation Zones
| Metric |
AVGO |
VST |
| Zone Low |
$306.52 |
$81.20 |
| Zone High |
$347.39 |
$92.03 |
| In Buy Zone? |
No
|
No
|