Does Broadcom Stock Lead the Pack?
With Broadcom surging 13% in a Week, it makes sense to re-evaluate vs its peers. Consistently assessing alternatives is core to a sound investment approach. Here is how Broadcom (AVGO) stock stacks up against its peers in size, valuation, growth and margin.
- AVGO has the highest operating margin among peers at 39.0%.
- AVGO’s revenue growth of 28.0% in the last 12 months is strong, outpacing CSCO, IBM, QCOM, INTC, ERIC.
- AVGO gained 117.5% in the past year and trades at a PE of 96.1, outperforming its peers.
As a quick background, Broadcom provides semiconductor devices and infrastructure software, including set-top box system-on-chips, cable, DSL, and passive optical networking solutions.
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| AVGO | CSCO | IBM | QCOM | INTC | ERIC | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 1,819.5 | 282.5 | 287.8 | 195.1 | 180.6 | 33.7 |
| Revenue ($ Bil) | 59.9 | 56.7 | 65.4 | 43.3 | 53.1 | 240.3 |
| PE Ratio | 96.1 | 27.8 | 36.4 | 16.9 | -8.8 | 1.4 |
| LTM Revenue Growth | 28.0% | 5.3% | 4.5% | 15.8% | -3.7% | -2.6% |
| LTM Operating Margin | 39.0% | 22.1% | 17.7% | 27.8% | -8.3% | 15.4% |
| LTM FCF Margin | 41.6% | 23.5% | 18.1% | 26.9% | -20.6% | 12.7% |
| 12M Market Return | 117.5% | 31.4% | 50.6% | 3.8% | 80.5% | 22.0% |
Why does this matter? AVGO just went up 17% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell AVGO Stock to see if Broadcom holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through AVGO Dip Buyer Analysis lens.
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| AVGO | 28.0% | – | 44.0% | 7.9% | 21.0% |
| CSCO | 5.3% | 5.3% | -5.6% | 10.6% | |
| IBM | 4.5% | – | 1.4% | 2.2% | 5.5% |
| QCOM | 15.8% | – | 8.8% | -19.0% | 31.7% |
| INTC | -3.7% | – | -2.1% | -14.0% | -20.2% |
| ERIC | -2.6% | – | -5.9% | -3.0% | 16.9% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| AVGO | 39.0% | – | 29.1% | 45.9% | 43.0% |
| CSCO | 22.1% | 22.1% | 24.1% | 27.3% | |
| IBM | 17.7% | – | 16.1% | 15.9% | 13.5% |
| QCOM | 27.8% | – | 25.8% | 21.7% | 35.9% |
| INTC | -8.3% | – | -8.9% | 0.1% | 3.7% |
| ERIC | 15.4% | – | 2.5% | 4.6% | 9.9% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| AVGO | 96.1 | – | 181.9 | 32.9 | 19.9 |
| CSCO | 27.8 | 23.1 | 19.8 | 15.5 | |
| IBM | 36.4 | – | 33.6 | 19.9 | 77.5 |
| QCOM | 16.9 | – | 16.9 | 22.3 | 9.5 |
| INTC | -8.8 | – | -4.6 | 124.7 | 13.5 |
| ERIC | 1.4 | – | 1342.8 | -0.8 | 1.0 |
While peer comparison is critical, the Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.