Broadcom Inc (AVGO)vsAtlassian Corp Plc (TEAM)
AVGO
Broadcom Inc
$385.73
+3.11%
TECHNOLOGY · Cap: $2.28T
TEAM
Atlassian Corp Plc
$99.47
-2.00%
TECHNOLOGY · Cap: $22.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 1003% more annual revenue ($68.28B vs $6.19B). AVGO leads profitability with a 36.6% profit margin vs -3.5%. TEAM appears more attractively valued with a PEG of 0.68. AVGO earns a higher WallStSmart Score of 76/100 (B+).
AVGO
Strong Buy76
out of 100
Grade: B+
TEAM
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
+81.1%
Fair Value
$459.43
Current Price
$99.47
$359.96 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%
Generating 10.3B in free cash flow
Growing faster than its price suggests
Revenue surging 31.7% year-over-year
Earnings expanding 172.2% YoY
Growing faster than its price suggests
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 22.9x book value
Trading at 16.6x book value
Elevated debt levels
ROE of -24.7% — below average capital efficiency
Distress zone — elevated risk
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 : TEAM
The strongest argument for TEAM centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 31.7% demonstrates continued momentum. PEG of 0.68 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 93.5x leaves little room for execution misses.
Bear Case : TEAM
The primary concerns for TEAM are Price/Book, Debt/Equity, Return on Equity.
Key Dynamics to Monitor
AVGO profiles as a growth stock while TEAM is a hypergrowth play — different risk/reward profiles.
AVGO carries more volatility with a beta of 1.44 — expect wider price swings.
TEAM is growing revenue faster at 31.7% — sustainability is the question.
AVGO generates stronger free cash flow (10.3B), providing more financial flexibility.
Bottom Line
AVGO scores higher overall (76/100 vs 56/100), backed by strong 36.6% margins and 29.5% revenue growth. TEAM offers better value entry with a 81.1% margin of safety. Both earn "Strong 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 →Atlassian Corp Plc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Atlassian Corporation Plc designs, develops, licenses and maintains various software products worldwide. The company is headquartered in Sydney, Australia.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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