WallStSmart

Broadcom Inc (AVGO)vsON Semiconductor Corporation (ON)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Broadcom Inc generates 1145% more annual revenue ($75.46B vs $6.06B). AVGO leads profitability with a 38.9% profit margin vs 9.5%. ON appears more attractively valued with a PEG of 0.29. 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

ON

Hold

49

out of 100

Grade: D+

Growth: 2.7Profit: 6.0Value: 5.7Quality: 7.5
Piotroski: 3/9Altman Z: 2.84

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AVGO6 strengths · Avg: 10.0/10
Market CapQuality
$1.89T10/10

Mega-cap, among the largest globally

PEG RatioValuation
0.4310/10

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

ON1 strengths · Avg: 10.0/10
PEG RatioValuation
0.2910/10

Growing faster than its price suggests

Areas to Watch

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

Distress zone — elevated risk

P/E RatioValuation
66.3x2/10

Premium valuation, high expectations priced in

Price/BookValuation
20.7x2/10

Trading at 20.7x book value

ON4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

Return on EquityProfitability
7.9%3/10

ROE of 7.9% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
64.2x2/10

Premium valuation, high expectations priced in

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 : ON

The strongest argument for ON centers on PEG Ratio. PEG of 0.29 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 66.3x 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 64.2x 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 2.01 — expect wider price swings.

AVGO is growing revenue faster at 47.9% — sustainability is the question.

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

Bottom Line

AVGO scores higher overall (80/100 vs 49/100), 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 →

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.

Want to dig deeper into these stocks?