Broadcom‘s stock has increased by 106% in the last year, greatly outshining its competitors amid the AI and data-center surge. But how does this leader in AI infrastructure truly stack up against its elevated valuation? A detailed examination uncovers remarkable profitability and a strong revenue growth, propelled by AI semiconductors. Nevertheless, its high valuation indicates that future growth might depend on continued hyperscale demand, managing fierce competition, and a U-shaped recovery in non-AI sectors. Separately, read about the turmoil in Bitcoin: Before Bitcoin Hits $50,000, Ask This One Question.
- AVGO’s 39.0% operating margin, the highest among its competitors, demonstrates its lucrative software segment (VMware) and strong pricing for AI chips.
- AVGO’s 28.0% revenue growth, outstripping its rivals, results from solid AI demand and the strategic integration of VMware.
- AVGO’s 109.6% annual increase and 85 P/E reflect strong investor confidence in its AI dominance and growth potential.
Here’s how Broadcom measures up in terms of size, valuation, and profitability compared to key competitors.
For further insights on Broadcom, read Buy or Sell AVGO Stock. Below, we compare AVGO’s growth, margin, and valuation with its competitors over the years.
Revenue Growth Comparison
Operating Margin Comparison
PE Ratio Comparison
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