Broadcom Inc (AVGO)vsON Semiconductor Corporation (ON)
AVGO
Broadcom Inc
$385.73
+3.62%
TECHNOLOGY · Cap: $2.28T
ON
ON Semiconductor Corporation
$131.82
+5.26%
TECHNOLOGY · Cap: $46.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 1026% more annual revenue ($68.28B vs $6.06B). AVGO leads profitability with a 36.6% profit margin vs 9.5%. ON appears more attractively valued with a PEG of 0.41. AVGO earns a higher WallStSmart Score of 76/100 (B+).
AVGO
Strong Buy76
out of 100
Grade: B+
ON
Hold47
out of 100
Grade: D+
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
Growing faster than its price suggests
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 22.9x book value
4.7% revenue growth
ROE of 7.9% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
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 : ON
The strongest argument for ON centers on PEG Ratio. PEG of 0.41 suggests the stock is reasonably priced for its growth.
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 : ON
The primary concerns for ON are Revenue Growth, Return on Equity, Piotroski F-Score. A P/E of 88.7x leaves little room for execution misses.
Key Dynamics to Monitor
AVGO profiles as a growth stock while ON is a value play — different risk/reward profiles.
ON carries more volatility with a beta of 1.94 — 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 47/100), backed by strong 36.6% margins and 29.5% revenue growth. Both earn "Strong 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 →ON Semiconductor Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
ON Semiconductor Corporation manufactures and sells semiconductor components for various electronic devices worldwide. The company is headquartered in Phoenix, Arizona.
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