Broadcom Inc (AVGO)vsSilicom (SILC)
AVGO
Broadcom Inc
$417.43
+2.95%
TECHNOLOGY · Cap: $1.92T
SILC
Silicom
$38.75
+37.75%
TECHNOLOGY · Cap: $157.15M
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 110164% more annual revenue ($68.28B vs $61.93M). AVGO leads profitability with a 36.6% profit margin vs -18.5%. AVGO appears more attractively valued with a PEG of 0.87. AVGO earns a higher WallStSmart Score of 78/100 (B+).
AVGO
Strong Buy78
out of 100
Grade: B+
SILC
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
+42.3%
Fair Value
$33.16
Current Price
$38.75
$5.59 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 37 of every $100 in revenue as profit
Strong operational efficiency at 44.9%
Growing faster than its price suggests
Revenue surging 29.5% year-over-year
Reasonable price relative to book value
16.7% revenue growth
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 24.8x book value
Smaller company, higher risk/reward
ROE of -9.4% — below average capital efficiency
Earnings declined 79.6%
Negative free cash flow — burning cash
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 36.6% and operating margin at 44.9%. Revenue growth of 29.5% demonstrates continued momentum.
Bull Case : SILC
The strongest argument for SILC centers on Price/Book, Revenue Growth. Revenue growth of 16.7% demonstrates continued momentum. PEG of 1.41 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 79.2x leaves little room for execution misses.
Bear Case : SILC
The primary concerns for SILC are Market Cap, Return on Equity, EPS Growth.
Key Dynamics to Monitor
AVGO carries more volatility with a beta of 1.25 — expect wider price swings.
AVGO is growing revenue faster at 29.5% — sustainability is the question.
AVGO generates stronger free cash flow (8.0B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AVGO scores higher overall (78/100 vs 37/100), backed by strong 36.6% margins and 29.5% revenue growth. SILC offers better value entry with a 42.3% margin of safety. Both earn "Strong 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 →Silicom
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Silicom Ltd. designs, manufactures, markets and supports network and data infrastructure solutions for a variety of servers, server-based systems, and communications devices in North America, Europe, and Asia Pacific. The company is headquartered in Kfar Sava, Israel.
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