Broadcom Inc (AVGO)vsCirrus Logic Inc (CRUS)
AVGO
Broadcom Inc
$385.73
+3.11%
TECHNOLOGY · Cap: $2.28T
CRUS
Cirrus Logic Inc
$164.40
-6.39%
TECHNOLOGY · Cap: $8.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 3319% more annual revenue ($68.28B vs $2.00B). AVGO leads profitability with a 36.6% profit margin vs 20.7%. AVGO appears more attractively valued with a PEG of 1.00. AVGO earns a higher WallStSmart Score of 76/100 (B+).
AVGO
Strong Buy76
out of 100
Grade: B+
CRUS
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
-78.4%
Fair Value
$79.14
Current Price
$164.40
$85.26 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 44.9%
Generating 10.3B in free cash flow
Growing faster than its price suggests
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 21 of every $100 in revenue as profit
Strong operational efficiency at 20.1%
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 22.9x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AVGO
The strongest argument for AVGO centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 36.6% and operating margin at 44.9%. Revenue growth of 29.5% demonstrates continued momentum.
Bull Case : CRUS
The strongest argument for CRUS centers on Debt/Equity, Altman Z-Score, Profit Margin. Profitability is solid with margins at 20.7% and operating margin at 20.1%.
Bear Case : AVGO
The primary concerns for AVGO are Altman Z-Score, P/E Ratio, Price/Book. A P/E of 93.5x leaves little room for execution misses.
Bear Case : CRUS
The primary concerns for CRUS are PEG Ratio.
Key Dynamics to Monitor
AVGO profiles as a growth stock while CRUS is a mature play — different risk/reward profiles.
AVGO carries more volatility with a beta of 1.44 — expect wider price swings.
AVGO is growing revenue faster at 29.5% — sustainability is the question.
AVGO generates stronger free cash flow (10.3B), providing more financial flexibility.
Bottom Line
AVGO scores higher overall (76/100 vs 62/100), backed by strong 36.6% margins and 29.5% revenue growth. Both earn "Strong Buy" and "Buy" 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 →Cirrus Logic Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Cirrus Logic, Inc., a factory-less semiconductor company, offers high-precision, low-power mixed signal processing solutions in the United States and internationally. The company is headquartered in Austin, Texas.
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