Broadcom Inc (AVGO)vsServiceTitan, Inc. Class A Common Stock (TTAN)
AVGO
Broadcom Inc
$417.43
+2.95%
TECHNOLOGY · Cap: $1.92T
TTAN
ServiceTitan, Inc. Class A Common Stock
$59.88
-1.32%
TECHNOLOGY · Cap: $5.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 7006% more annual revenue ($68.28B vs $960.97M). AVGO leads profitability with a 36.6% profit margin vs -16.6%. AVGO earns a higher WallStSmart Score of 78/100 (B+).
AVGO
Strong Buy78
out of 100
Grade: B+
TTAN
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
-12.8%
Fair Value
$53.86
Current Price
$59.88
$6.02 premium
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
Generating 39.9B in free cash flow
Revenue surging 21.4% year-over-year
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 24.8x book value
0.0% earnings growth
ROE of -10.7% — below average capital efficiency
Currently unprofitable
Operating margin of -15.6%
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 : TTAN
The strongest argument for TTAN centers on Free Cash Flow, Revenue Growth. Revenue growth of 21.4% demonstrates continued momentum.
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 : TTAN
The primary concerns for TTAN are EPS Growth, Return on Equity, Profit Margin.
Key Dynamics to Monitor
AVGO is growing revenue faster at 29.5% — sustainability is the question.
TTAN generates stronger free cash flow (39.9B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AVGO scores higher overall (78/100 vs 33/100), backed by strong 36.6% margins and 29.5% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →ServiceTitan, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceTitan, Inc. (TTAN) is a premier software platform tailored to enhance operational efficiency in the residential and commercial service sectors, particularly within plumbing, HVAC, and electrical services. The company equips contractors with sophisticated tools for scheduling, invoicing, and customer management, harnessing data analytics and automation to drive performance and profitability. As a pivotal player in the service industry, ServiceTitan is committed to ongoing product innovation and market expansion, establishing itself as an essential ally for contractors in an evolving competitive environment.
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