Broadcom Inc (AVGO)vsOoma Inc (OOMA)
AVGO
Broadcom Inc
$361.99
+0.32%
TECHNOLOGY · Cap: $1.73T
OOMA
Ooma Inc
$22.77
+0.44%
TECHNOLOGY · Cap: $619.01M
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 28963% more annual revenue ($89.10B vs $306.59M). AVGO leads profitability with a 42.9% profit margin vs 3.6%. AVGO appears more attractively valued with a PEG of 0.36. AVGO earns a higher WallStSmart Score of 80/100 (A-).
AVGO
Exceptional Buy80
out of 100
Grade: A-
OOMA
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
+31.8%
Fair Value
$16.65
Current Price
$22.77
$6.12 discount
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
Earnings expanding 150.0% YoY
Revenue surging 25.4% year-over-year
Areas to Watch
Trading at 17.3x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Expensive relative to growth rate
Smaller company, higher risk/reward
3.6% margin — thin
Operating margin of 4.8%
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 : OOMA
The strongest argument for OOMA centers on EPS Growth, Revenue Growth. Revenue growth of 25.4% demonstrates continued momentum.
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 : OOMA
The primary concerns for OOMA are PEG Ratio, Market Cap, Profit Margin. A P/E of 56.3x leaves little room for execution misses. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
AVGO carries more volatility with a beta of 1.46 — 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.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AVGO scores higher overall (80/100 vs 53/100), backed by strong 42.9% margins and 85.5% revenue growth. OOMA offers better value entry with a 31.8% margin of safety. 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 →Ooma Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Ooma, Inc. creates connected experiences for businesses and consumers in the United States, Canada, and internationally. The company is headquartered in Sunnyvale, California.
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