WallStSmart

Broadcom Inc (AVGO)vsCerebras Systems Inc. Class A Common Stock (CBRS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Broadcom Inc generates 12397% more annual revenue ($75.46B vs $603.88M). CBRS leads profitability with a 41.0% profit margin vs 38.9%. AVGO trades at a lower P/E of 66.6x. AVGO earns a higher WallStSmart Score of 80/100 (A-).

AVGO

Exceptional Buy

80

out of 100

Grade: A-

Growth: 10.0Profit: 9.5Value: 5.7Quality: 7.0
Piotroski: 6/9Altman Z: 1.59

CBRS

Hold

45

out of 100

Grade: D+

Growth: 8.0Profit: 5.0Value: 4.0Quality: 5.5
Piotroski: 3/9Altman Z: 0.45

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AVGO6 strengths · Avg: 10.0/10
Market CapQuality
$1.91T10/10

Mega-cap, among the largest globally

PEG RatioValuation
0.4410/10

Growing faster than its price suggests

Return on EquityProfitability
33.4%10/10

Every $100 of equity generates 33 in profit

Profit MarginProfitability
38.9%10/10

Keeps 39 of every $100 in revenue as profit

Operating MarginProfitability
49.0%10/10

Strong operational efficiency at 49.0%

Revenue GrowthGrowth
47.9%10/10

Revenue surging 47.9% year-over-year

CBRS2 strengths · Avg: 10.0/10
Profit MarginProfitability
41.0%10/10

Keeps 41 of every $100 in revenue as profit

Revenue GrowthGrowth
94.4%10/10

Revenue surging 94.4% year-over-year

Areas to Watch

AVGO3 concerns · Avg: 2.7/10
Altman Z-ScoreHealth
1.594/10

Distress zone — elevated risk

P/E RatioValuation
66.6x2/10

Premium valuation, high expectations priced in

Price/BookValuation
21.7x2/10

Trading at 21.7x book value

CBRS4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
455.2x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-119.64M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : AVGO

The strongest argument for AVGO centers on Market Cap, PEG Ratio, Return on Equity. Profitability is solid with margins at 38.9% and operating margin at 49.0%. Revenue growth of 47.9% demonstrates continued momentum.

Bull Case : CBRS

The strongest argument for CBRS centers on Profit Margin, Revenue Growth. Profitability is solid with margins at 41.0% and operating margin at -7.8%. Revenue growth of 94.4% demonstrates continued momentum.

Bear Case : AVGO

The primary concerns for AVGO are Altman Z-Score, P/E Ratio, Price/Book. A P/E of 66.6x leaves little room for execution misses.

Bear Case : CBRS

The primary concerns for CBRS are EPS Growth, Piotroski F-Score, P/E Ratio. A P/E of 455.2x leaves little room for execution misses.

Key Dynamics to Monitor

CBRS is growing revenue faster at 94.4% — sustainability is the question.

AVGO generates stronger free cash flow (10.3B), providing more financial flexibility.

Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AVGO scores higher overall (80/100 vs 45/100), backed by strong 38.9% margins and 47.9% revenue growth. Both earn "Exceptional Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Broadcom Inc

TECHNOLOGY · SEMICONDUCTORS · USA

Broadcom Inc. is an American designer, developer, manufacturer and global supplier of a wide range of semiconductor and infrastructure software products. Broadcom's product offerings serve the data center, networking, software, broadband, wireless, and storage and industrial markets.

Visit Website →

Cerebras Systems Inc. Class A Common Stock

TECHNOLOGY · SEMICONDUCTORS · USA

Cerebras Systems Inc. designs and develops processors for artificial intelligence (AI) training and inference in the United States, Europe, and Asia. The company is headquartered in Sunnyvale, California.

Want to dig deeper into these stocks?