Broadcom Inc (AVGO)vsSunrun Inc (RUN)
AVGO
Broadcom Inc
$361.99
-4.77%
TECHNOLOGY · Cap: $1.73T
RUN
Sunrun Inc
$8.56
-0.81%
TECHNOLOGY · Cap: $2.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 2464% more annual revenue ($89.10B vs $3.48B). AVGO leads profitability with a 42.9% profit margin vs 11.6%. 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-
RUN
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
+53.9%
Fair Value
$41.57
Current Price
$8.56
$33.01 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
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 52.8% year-over-year
Areas to Watch
Trading at 17.3x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Operating margin of 4.0%
Expensive relative to growth rate
Earnings declined 60.7%
Negative free cash flow — burning cash
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 : RUN
The strongest argument for RUN centers on P/E Ratio, Price/Book, Revenue Growth. Revenue growth of 52.8% 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 : RUN
The primary concerns for RUN are Operating Margin, PEG Ratio, EPS Growth. Debt-to-equity of 4.36 is elevated, increasing financial risk.
Key Dynamics to Monitor
RUN carries more volatility with a beta of 2.36 — 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 57/100), backed by strong 42.9% margins and 85.5% revenue growth. RUN offers better value entry with a 53.9% 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 →Sunrun Inc
TECHNOLOGY · SOLAR · USA
Sunrun Inc. is dedicated to the design, development, installation, sale, ownership and maintenance of residential solar energy systems in the United States. The company is headquartered in San Francisco, California.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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