Broadcom Inc (AVGO)vsViaSat Inc (VSAT)
AVGO
Broadcom Inc
$385.73
+3.11%
TECHNOLOGY · Cap: $2.28T
VSAT
ViaSat Inc
$67.18
-7.88%
TECHNOLOGY · Cap: $9.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Broadcom Inc generates 1372% more annual revenue ($68.28B vs $4.64B). AVGO leads profitability with a 36.6% profit margin vs -0.7%. VSAT appears more attractively valued with a PEG of 0.26. AVGO earns a higher WallStSmart Score of 76/100 (B+).
AVGO
Strong Buy76
out of 100
Grade: B+
VSAT
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AVGO.
Margin of Safety
+72.3%
Fair Value
$163.77
Current Price
$67.18
$96.59 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%
Generating 10.3B in free cash flow
Growing faster than its price suggests
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 35.7% YoY
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 22.9x book value
2.1% revenue growth
Elevated debt levels
ROE of -7.4% — 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 : 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 Altman Z-Score, P/E Ratio, Price/Book. A P/E of 93.5x leaves little room for execution misses.
Bear Case : VSAT
The primary concerns for VSAT are Revenue Growth, 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 1.72 — expect wider price swings.
AVGO is growing revenue faster at 29.5% — 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 51/100), backed by strong 36.6% margins and 29.5% revenue growth. VSAT offers better value entry with a 72.3% 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 →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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