How Does Broadcom Stock Stack Up Against Its Peers?
Broadcom‘s stock has surged 106% over the past year, significantly outperforming peers amidst the AI and data-center boom. But how does this AI infrastructure leader truly measure up with its premium valuation? A closer look reveals exceptional profitability and robust 28% revenue growth, driven by AI semiconductors. However, a high P/E of 84.7 suggests upside may hinge on sustained hyperscale demand, navigating intense competition, and a U-shaped recovery in non-AI segments.
- AVGO’s 39.0% operating margin, highest among peers, reflects its profitable software portfolio (VMware) and strong AI chip pricing.
- AVGO’s 28.0% revenue growth, outpacing peers, stems from robust AI demand and strategic VMware integration.
- AVGO’s 109.6% annual gain and 84.7 P/E signal high investor confidence in its AI leadership and growth outlook.
Here’s how Broadcom stacks up across size, valuation, and profitability versus key peers.
| AVGO | CSCO | IBM | QCOM | INTC | |
|---|---|---|---|---|---|
| Market Cap ($ Bil) | 1,603.7 | 301.4 | 277.8 | 176.0 | 155.7 |
| Revenue ($ Bil) | 59.9 | 56.7 | 65.4 | 44.3 | 53.4 |
| PE Ratio | 84.7 | 29.6 | 35.1 | 31.8 | 786.5 |
| LTM Revenue Growth | 28.0% | 5.3% | 4.5% | 13.7% | -1.5% |
| LTM Operating Margin | 39.0% | 22.1% | 17.7% | 28.0% | -0.2% |
| LTM FCF Margin | 41.6% | 23.5% | 18.1% | 28.9% | -15.8% |
| 12M Market Return | 109.6% | 35.6% | 37.2% | 7.4% | 41.2% |
For more details on Broadcom, read Buy or Sell AVGO Stock. Below we compare AVGO’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| 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 | 13.7% | 13.7% | 8.8% | -19.0% | |
| INTC | -1.5% | – | -2.1% | -14.0% | -20.2% |
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 | 28.0% | 28.0% | 26.3% | 24.1% | |
| INTC | -0.2% | – | -8.9% | 0.1% | 3.7% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| AVGO | 84.7 | – | 181.9 | 32.9 | 19.9 |
| CSCO | 29.6 | 23.1 | 19.8 | 15.5 | |
| IBM | 35.1 | – | 33.6 | 19.9 | 77.5 |
| QCOM | 31.8 | 30.4 | 15.9 | 17.0 | |
| INTC | 786.5 | – | -4.6 | 124.7 | 13.5 |
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