Broadcom Inc (AVGO)vsScience Applications International Corporation Common Stock (SAIC)
AVGO
Broadcom Inc
$385.73
+4.70%
TECHNOLOGY · Cap: $1.87T
SAIC
Science Applications International Corporation Common Stock
$114.35
-1.90%
TECHNOLOGY · Cap: $4.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 935% more annual revenue ($75.46B vs $7.29B). AVGO leads profitability with a 38.9% profit margin vs 5.5%. AVGO appears more attractively valued with a PEG of 0.69. AVGO earns a higher WallStSmart Score of 80/100 (A-).
AVGO
Exceptional Buy80
out of 100
Grade: A-
SAIC
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
+13.2%
Fair Value
$94.70
Current Price
$114.35
$19.65 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 49.0%
Revenue surging 47.9% year-over-year
Earnings expanding 85.4% YoY
Earnings expanding 83.8% YoY
Every $100 of equity generates 24 in profit
Attractively priced relative to earnings
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 20.9x book value
1.5% revenue growth
5.5% margin — thin
Elevated debt levels
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AVGO
The strongest argument for AVGO centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 38.9% and operating margin at 49.0%. Revenue growth of 47.9% demonstrates continued momentum.
Bull Case : SAIC
The strongest argument for SAIC centers on EPS Growth, Return on Equity, P/E Ratio.
Bear Case : AVGO
The primary concerns for AVGO are Altman Z-Score, P/E Ratio, Price/Book. A P/E of 63.7x leaves little room for execution misses.
Bear Case : SAIC
The primary concerns for SAIC are Revenue Growth, Profit Margin, Debt/Equity. Debt-to-equity of 1.88 is elevated, increasing financial risk.
Key Dynamics to Monitor
AVGO profiles as a growth stock while SAIC is a value play — different risk/reward profiles.
AVGO carries more volatility with a beta of 1.43 — 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 60/100), backed by strong 38.9% margins and 47.9% 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 →Science Applications International Corporation Common Stock
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Science Applications International Corporation provides technical, engineering and business information technology (IT) services primarily in the United States. The company is headquartered in Reston, Virginia.
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