AVGO Jumps 9.4% In A Day: How Does It Stack Against Peers?
Here is how Broadcom (AVGO) stacks up against its peers in size, valuation, growth and margin.
- AVGO’s operating margin of 37.5% is high, higher than most peers though lower than NVDA (58.1%).
- AVGO’s revenue growth of 33.9% in the last 12 months is strong, outpacing CSCO, IBM, QCOM, INTC but lagging NVDA.
- AVGO gained 121.6% in the past year and trades at a PE of 122.0, 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.
| AVGO | CSCO | IBM | QCOM | INTC | NVDA | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 1,576.3 | 265.0 | 231.3 | 174.5 | 107.0 | 4,069.6 |
| Revenue ($ Bil) | 57.0 | 56.7 | 64.0 | 43.3 | 53.1 | 165.2 |
| PE Ratio | 122.0 | 26.0 | 39.7 | 15.1 | -5.2 | 47.0 |
| LTM Revenue Growth | 33.9% | 5.3% | 2.7% | 15.8% | -3.7% | 71.6% |
| LTM Operating Margin | 37.5% | 22.1% | 17.1% | 27.8% | -8.3% | 58.1% |
| LTM FCF Margin | 39.8% | 23.5% | 18.2% | 26.9% | -20.6% | 43.6% |
| 12M Market Return | 121.6% | 39.1% | 26.1% | -0.2% | 26.2% | 55.8% |
Why does this matter? AVGO just went up 11% 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.
While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| AVGO | 33.9% | – | 44.0% | 7.9% | 21.0% |
| CSCO | 5.3% | 5.3% | -5.6% | 10.6% | |
| IBM | 2.7% | – | 1.4% | 2.2% | 5.5% |
| QCOM | 15.8% | – | 8.8% | -19.0% | 31.7% |
| INTC | -3.7% | – | -2.1% | -14.0% | -20.2% |
| NVDA | 71.6% | 114.2% | 125.9% | 0.2% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| AVGO | 37.5% | – | 29.1% | 45.9% | 43.0% |
| CSCO | 22.1% | 22.1% | 24.1% | 27.3% | |
| IBM | 17.1% | – | 16.1% | 15.9% | 13.5% |
| QCOM | 27.8% | – | 25.8% | 21.7% | 35.9% |
| INTC | -8.3% | – | -8.9% | 0.1% | 3.7% |
| NVDA | 58.1% | 62.4% | 54.1% | 20.7% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| AVGO | 122.0 | – | 181.9 | 32.9 | 19.9 |
| CSCO | 26.0 | 23.1 | 19.8 | 15.5 | |
| IBM | 39.7 | – | 33.6 | 19.9 | 77.5 |
| QCOM | 15.1 | – | 16.9 | 22.3 | 9.5 |
| INTC | -5.2 | – | -4.6 | 124.7 | 13.5 |
| NVDA | 47.0 | 45.2 | 41.1 | 83.2 |
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.