Broadcom Inc (AVGO)vsRapid7 Inc (RPD)
AVGO
Broadcom Inc
$345.22
+5.54%
TECHNOLOGY · Cap: $1.56T
RPD
Rapid7 Inc
$14.40
-2.57%
TECHNOLOGY · Cap: $1.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 10378% more annual revenue ($89.10B vs $850.37M). AVGO leads profitability with a 42.9% profit margin vs 1.6%. AVGO appears more attractively valued with a PEG of 0.32. AVGO earns a higher WallStSmart Score of 80/100 (A-).
AVGO
Exceptional Buy80
out of 100
Grade: A-
RPD
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-75.1%
Fair Value
$167.74
Current Price
$345.22
$177.48 premium
Margin of Safety
+87.7%
Fair Value
$60.04
Current Price
$14.40
$45.64 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
Growing faster than its price suggests
Areas to Watch
Trading at 16.5x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
1.6% margin — thin
Operating margin of 3.1%
Weak financial health signals
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 : RPD
The strongest argument for RPD centers on PEG Ratio. PEG of 0.77 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 41.6x leaves little room for execution misses.
Bear Case : RPD
The primary concerns for RPD are Market Cap, Profit Margin, Operating Margin. A P/E of 70.4x leaves little room for execution misses. Debt-to-equity of 4.34 is elevated, increasing financial risk.
Key Dynamics to Monitor
AVGO profiles as a growth stock while RPD is a value play — different risk/reward profiles.
AVGO carries more volatility with a beta of 1.48 — 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 42/100), backed by strong 42.9% margins and 85.5% revenue growth. RPD offers better value entry with a 87.7% margin of safety. 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 →Rapid7 Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Rapid7, Inc. provides cyber security solutions. The company is headquartered in Boston, Massachusetts.
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