How Does Broadcom Stock Stack Up Against Its Peers?
Broadcom‘s stock has surged in the past year, yet how does it truly stack up against peers accelerating in the AI and data center boom? As of 2/4/2026, a closer look reveals superior free cash flow and strong operating margins, but more moderate revenue growth and a high PE ratio compared to faster-growing pure-plays, potentially limiting its upside amidst intense market focus on AI infrastructure leaders.
- AVGO’s 40.8% operating margin reflects strong infrastructure software & efficient AI scaling; it trails NVDA’s 58.8% due to AI chip market dominance.
- AVGO’s 23.9% revenue growth, from AI semiconductors/VMware, surpasses QCOM’s smartphone weakness but lags NVDA/MRVL/AMD’s AI data center gains.
- AVGO’s 39.7% stock gain and 63.0 PE reflect AI infrastructure optimism; however, NVDA/AMD saw stronger AI chip-driven returns.
Here’s how Broadcom stacks up across size, valuation, and profitability versus key peers.
| AVGO | NVDA | QCOM | MRVL | AMD | TXN | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 1,458.0 | 4,237.5 | 159.3 | 63.1 | 325.7 | 202.6 |
| Revenue ($ Bil) | 63.9 | 187.1 | 44.9 | 7.8 | 34.6 | 17.3 |
| PE Ratio | 63.0 | 42.7 | 29.7 | 25.5 | 75.1 | 40.2 |
| LTM Revenue Growth | 23.9% | 65.2% | 10.3% | 45.0% | 34.3% | 9.9% |
| LTM Operating Margin | 40.8% | 58.8% | 27.2% | 14.7% | 10.7% | 34.8% |
| LTM FCF Margin | 42.1% | 41.3% | 28.8% | 20.2% | 19.4% | 12.0% |
| 12M Market Return | 39.7% | 46.9% | -12.0% | -32.6% | 67.5% | 27.4% |
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
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| AVGO | 23.9% | 23.9% | 44.0% | 7.9% | |
| NVDA | 65.2% | 114.2% | 125.9% | 0.2% | |
| QCOM | 10.3% | 13.7% | 8.8% | -19.0% | |
| MRVL | 45.0% | 4.7% | -7.0% | 32.7% | |
| AMD | 34.3% | 34.3% | 13.7% | -3.9% | |
| TXN | 9.9% | – | -10.7% | -12.5% | 9.2% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| AVGO | 40.8% | 40.8% | 29.1% | 45.9% | |
| NVDA | 58.8% | 62.4% | 54.1% | 20.7% | |
| QCOM | 27.2% | 28.0% | 26.3% | 24.1% | |
| MRVL | 14.7% | -6.4% | -7.9% | 6.1% | |
| AMD | 10.7% | 10.7% | 8.1% | 1.8% | |
| TXN | 34.8% | – | 34.1% | 41.8% | 51.9% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| AVGO | 63.0 | 70.5 | 181.9 | 32.9 | |
| NVDA | 42.7 | 62.8 | 111.4 | 282.0 | |
| QCOM | 29.7 | 33.8 | 16.9 | 22.3 | |
| MRVL | 25.5 | -83.1 | -101.9 | -314.1 | |
| AMD | 75.1 | 80.2 | 119.2 | 278.6 | |
| TXN | 40.2 | – | 33.0 | 26.2 | 17.8 |
Still not sure about AVGO stock? Consider portfolio approach.
The Right Way To Invest Is Through Portfolios
Stocks soar and sink – the key is staying invested. A balanced portfolio helps you ride market volatility, boosts gains and reduces single stock risk
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.