Broadcom Inc (AVGO)vsON Semiconductor Corporation (ON)
AVGO
Broadcom Inc
$361.99
-4.77%
TECHNOLOGY · Cap: $1.73T
ON
ON Semiconductor Corporation
$76.14
-5.90%
TECHNOLOGY · Cap: $27.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 1338% more annual revenue ($89.10B vs $6.20B). AVGO leads profitability with a 42.9% profit margin vs 10.2%. ON appears more attractively valued with a PEG of 0.17. AVGO earns a higher WallStSmart Score of 80/100 (A-).
AVGO
Exceptional Buy80
out of 100
Grade: A-
ON
Buy63
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 38 in profit
Keeps 43 of every $100 in revenue as profit
Strong operational efficiency at 54.3%
Revenue surging 85.5% year-over-year
Growing faster than its price suggests
Earnings expanding 36.6% YoY
Areas to Watch
Trading at 17.3x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
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, PEG Ratio, Return on Equity. Profitability is solid with margins at 42.9% and operating margin at 54.3%. Revenue growth of 85.5% demonstrates continued momentum.
Bull Case : ON
The strongest argument for ON centers on PEG Ratio, EPS Growth. PEG of 0.17 suggests the stock is reasonably priced for its growth.
Bear Case : AVGO
The primary concerns for AVGO are Price/Book, Altman Z-Score, P/E Ratio. A P/E of 46.2x leaves little room for execution misses.
Bear Case : ON
The primary concerns for ON are Piotroski F-Score, P/E Ratio. A P/E of 46.5x 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 2.00 — expect wider price swings.
AVGO is growing revenue faster at 85.5% — sustainability is the question.
AVGO generates stronger free cash flow (13.7B), providing more financial flexibility.
Bottom Line
AVGO scores higher overall (80/100 vs 63/100), backed by strong 42.9% margins and 85.5% revenue growth. Both earn "Exceptional 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 →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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