Broadcom Inc (AVGO)vsViaSat Inc (VSAT)
AVGO
Broadcom Inc
$351.81
-1.94%
TECHNOLOGY · Cap: $1.57T
VSAT
ViaSat Inc
$78.26
+11.32%
TECHNOLOGY · Cap: $8.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 1826% more annual revenue ($89.10B vs $4.63B). AVGO leads profitability with a 42.9% profit margin vs -0.6%. VSAT appears more attractively valued with a PEG of 0.26. AVGO earns a higher WallStSmart Score of 80/100 (A-).
AVGO
Exceptional Buy80
out of 100
Grade: A-
VSAT
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
+71.0%
Fair Value
$156.39
Current Price
$78.26
$78.13 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
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 35.7% YoY
Areas to Watch
Trading at 16.8x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Operating margin of 4.4%
Elevated debt levels
ROE of -7.4% — below average capital efficiency
Revenue declined 1.2%
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 : VSAT
The strongest argument for VSAT centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.26 suggests the stock is reasonably priced for its growth.
Bear Case : AVGO
The primary concerns for AVGO are Price/Book, Altman Z-Score, P/E Ratio. A P/E of 43.3x leaves little room for execution misses.
Bear Case : VSAT
The primary concerns for VSAT are Operating Margin, Debt/Equity, Return on Equity.
Key Dynamics to Monitor
AVGO profiles as a growth stock while VSAT is a turnaround play — different risk/reward profiles.
VSAT carries more volatility with a beta of 1.76 — 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.
Bottom Line
AVGO scores higher overall (80/100 vs 52/100), backed by strong 42.9% margins and 85.5% revenue growth. VSAT offers better value entry with a 71.0% 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 →ViaSat Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Viasat, Inc. provides worldwide broadband and communications products and services. The company is headquartered in Carlsbad, California.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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