How Does Broadcom Stock Stack Up Against Its Peers?
Broadcom‘s stock has significantly outperformed over the past year, but as of March 3, 2026, how does it truly measure up against peers rapidly scaling in the AI and data-center boom? A closer look reveals robust profitability (high operating/FCF margins) and substantial revenue from its diverse portfolio. However, a premium valuation (high PE) and moderate LTM growth persist compared to some pure-play leaders, with continued upside hinging on its custom AI chip and networking segments for hyperscalers.
- AVGO’s 40.8% operating margin reflects strong cost control and AI/networking strength, though NVDA’s 60.4% stems from AI chip dominance.
- AVGO’s 23.9% revenue growth, driven by AI/software, outpaced QCOM/TXN (handset/macro headwinds), but trailed NVDA/MRVL/AMD (AI/data center strength).
- AVGO stock gained 69.0% (PE 64.2) on AI sales/backlog, yet AMD saw stronger returns from data center AI expansion & Meta deals.
Here’s how Broadcom stacks up across size, valuation, and profitability versus key peers.
| AVGO | NVDA | QCOM | MRVL | AMD | TXN | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 1,485.4 | 4,375.6 | 147.8 | 66.3 | 310.7 | 184.2 |
| Revenue ($ Bil) | 63.9 | 215.9 | 44.9 | 7.8 | 34.6 | 17.7 |
| PE Ratio | 64.2 | 36.4 | 27.5 | 26.8 | 71.7 | 36.8 |
| LTM Revenue Growth | 23.9% | 65.5% | 10.3% | 45.0% | 34.3% | 13.0% |
| LTM Operating Margin | 40.8% | 60.4% | 27.2% | 14.7% | 10.7% | 34.7% |
| LTM FCF Margin | 42.1% | 44.8% | 28.8% | 20.2% | 19.4% | 14.7% |
| 12M Market Return | 69.0% | 57.9% | -8.1% | -9.4% | 94.4% | 7.6% |
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 | 2026 | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|
| AVGO | 23.9% | – | 23.9% | 44.0% | 7.9% |
| NVDA | 65.5% | 65.5% | 114.2% | 125.9% | |
| 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 | 13.0% | – | 13.0% | -10.7% | -12.5% |
Operating Margin Comparison
| LTM | 2026 | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|
| AVGO | 40.8% | – | 40.8% | 29.1% | 45.9% |
| NVDA | 60.4% | 60.4% | 62.4% | 54.1% | |
| 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 | 34.7% | – | 34.7% | 34.1% | 41.8% |
PE Ratio Comparison
| LTM | 2026 | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|
| AVGO | 64.2 | – | 70.5 | 181.9 | 32.9 |
| NVDA | 36.4 | 37.8 | 45.2 | 41.1 | |
| QCOM | 27.5 | – | 33.8 | 16.9 | 22.3 |
| MRVL | 26.8 | – | -83.1 | -101.9 | -314.1 |
| AMD | 71.7 | – | 80.2 | 119.2 | 278.6 |
| TXN | 36.8 | – | 31.5 | 35.6 | 23.8 |
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