4.51%
-6.98%
27.03%
34.22%
82.76%
268.08%
606.62%
AI Spotlight on AVGO
Company Description
Broadcom Inc.designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide.The company operates in two segments, Semiconductor Solutions and Infrastructure Software.
It provides set-top box system-on-chips (SoCs); cable, digital subscriber line, and passive optical networking central office/consumer premise equipment SoCs; wireless local area network access point SoCs; Ethernet switching and routing merchant silicon products; embedded processors and controllers; serializer/deserializer application specific integrated circuits; optical and copper, and physical layers; and fiber optic transmitter and receiver components.The company also offers RF front end modules, filters, and power amplifiers; Wi-Fi, Bluetooth, and global positioning system/global navigation satellite system SoCs; custom touch controllers; serial attached small computer system interface, and redundant array of independent disks controllers and adapters; peripheral component interconnect express switches; fiber channel host bus adapters; read channel based SoCs; custom flash controllers; preamplifiers; and optocouplers, industrial fiber optics, and motion control encoders and subsystems.Its products are used in various applications, including enterprise and data center networking, home connectivity, set-top boxes, broadband access, telecommunication equipment, smartphones and base stations, data center servers and storage systems, factory automation, power generation and alternative energy systems, and electronic displays.
Broadcom Inc.was incorporated in 2018 and is headquartered in San Jose, California.
Market Data
| Last Price | 215.66 |
| Change Percentage | 4.51% |
| Open | 218.57 |
| Previous Close | 206.35 |
| Market Cap ( Millions) | 1010876 |
| Volume | 42159405 |
| Year High | 251.88 |
| Year Low | 117.91 |
| M A 50 | 205.86 |
| M A 200 | 169.14 |
Financial Ratios
| FCF Yield | 1.92% |
| Dividend Yield | 1.01% |
| ROE | 8.62% |
| Debt / Equity | 99.83% |
| Net Debt / EBIDTA | 244.34% |
| Price To Book | 14.91 |
| Price Earnings Ratio | 171.17 |
| Price To FCF | 52.07 |
| Price To sales | 19.6 |
| EV / EBITDA | 44.87 |
News
- Jan -30 - Why Artificial Intelligence Stocks Broadcom, Alphabet (Google), and Marvell Technologies Are Rising Today
- Jan -30 - Live Blog: Will DeepSeek Impacted Stocks like NVIDIA (NVDA), Broadcom (AVGO) & Marvell (MRVL) Rebound Today?
- Jan -30 - 5 AI Infrastructure Stocks to Buy on the Dip After DeepSeek Mayhem
- Jan -30 - Broadcom Stock Gains. Why the AI Chip Maker Got a Boost from Meta.
- Jan -29 - Broadcom Inc. (AVGO) Declines More Than Market: Some Information for Investors
- Jan -29 - Why Nvidia, Broadcom, Marvell Are This Analyst's Top AI Bets In 'Sputnik Moment'
- Jan -29 - AI Stocks Defy DeepSeek Panic: NVDA & 2 Other Top Picks
- Jan -29 - Palantir, Broadcom And Oracle Will Be S&P 500 Winners in 2025
- Jan -28 - DeepSeek A.I. Efficiency "Proof Point;" AMD, AVGO, INTC & QCOM Undervalued
- Jan -28 - 3 Top-Ranked Semiconductor Stocks to Buy Despite DeepSeek Disruption
- Jan -28 - Broadcom Stock: A Golden Buying Opportunity On The DeepSeek Drama
- Jan -28 - DeepSeek's $1 trillion stock market crash: Nvidia, TSMC, and Broadcom recover some losses after AI shock
- Jan -28 - Broadcom: DeepSeek Selloff Creates A Perfect Buying Opportunity (Upgrade)
- Jan -28 - How DeepSeek's AI Model Impacts AVGO Stock?
- Jan -28 - 3 Semiconductor Stocks to Buy on the DeepSeek Turbulence
- Jan -28 - DeepSeek AI Fears Overrated? ETFs in Focus
- Jan -28 - Broadcom Delivers Industry's First Quantum Resistant Network Encryption, Enabling Real-time Ransomware Detection
- Jan -28 - Broadcom, Marvell Could Thrive From DeepSeek's AI Breakthrough, Analyst Predicts
- Jan -28 - Prediction: This Artificial Intelligence (AI) Stock Will Be Worth More Than Meta in 2025
- Jan -28 - NVDA, AVGO and AMD Forecast – Chips Look to Recover on Tuesday
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Semiconductor Solutions
Expected Growth : 9.03 %
What the company do ?
Broadcom's Semiconductor Solutions provide a range of products and technologies for wired and wireless communications, data center, and storage applications.
Why we expect these perspectives ?
Broadcom's Semiconductor Solutions segment growth is driven by increasing demand for 5G infrastructure, cloud computing, and IoT devices. The company's diversified product portfolio, including switches, routers, and storage solutions, positions it to capitalize on these trends. Additionally, Broadcom's strategic acquisitions, such as CA Technologies, have expanded its offerings and strengthened its market position.
Segment n°2 -> Infrastructure Software
Expected Growth : 9.95 %
What the company do ?
Infrastructure Software from Broadcom Inc. provides a suite of solutions for IT operations, application delivery, and cybersecurity, enabling businesses to optimize and secure their digital infrastructure.
Why we expect these perspectives ?
Broadcom's Infrastructure Software segment growth is driven by increasing demand for cybersecurity, digital transformation, and cloud adoption. The acquisition of CA Technologies and Symantec's enterprise security business has expanded Broadcom's portfolio, enabling cross-selling opportunities and strengthening its position in the infrastructure software market.
Broadcom Inc. Products
| Product Range | What is it ? |
|---|---|
| Broadcom StrataGX | A family of system-on-a-chip (SoC) products that integrate Ethernet connectivity, CPU, and other peripherals into a single chip. |
| Broadcom Tomahawk | A family of Ethernet switch chips that provide high-speed and low-latency switching for data center and cloud applications. |
| Broadcom Trident | A family of Ethernet switch chips that provide high-performance and low-power switching for enterprise and service provider networks. |
| Broadcom Jericho | A family of network processing units (NPUs) that provide high-performance and programmable packet processing for network infrastructure. |
| Broadcom MASTERS | A family of optical interconnects that provide high-speed and low-power connectivity for data center and cloud applications. |
| Broadcom Wi-Fi/Bluetooth Combo | A family of wireless connectivity solutions that provide Wi-Fi and Bluetooth connectivity for mobile and IoT devices. |
| Broadcom GPS/GNSS | A family of global navigation satellite system (GNSS) solutions that provide location and navigation capabilities for mobile and IoT devices. |
| Broadcom Storage | A family of storage solutions that provide high-performance and low-power storage for data center and cloud applications. |
| Broadcom Mainframe | A family of mainframe solutions that provide high-performance and reliable computing for enterprise and government applications. |
Broadcom Inc.'s Porter Forces
Threat Of Substitutes
Broadcom Inc. has a low threat of substitutes due to its unique products and services in the semiconductor industry.
Bargaining Power Of Customers
Broadcom Inc. has a medium bargaining power of customers due to the presence of large OEMs and cloud service providers, but the company's diversified customer base and strong relationships mitigate this risk.
Bargaining Power Of Suppliers
Broadcom Inc. has a low bargaining power of suppliers due to its significant scale and diversified supply chain, which reduces its dependence on individual suppliers.
Threat Of New Entrants
Broadcom Inc. has a low threat of new entrants due to the high barriers to entry in the semiconductor industry, including significant capital expenditures and technological expertise.
Intensity Of Rivalry
Broadcom Inc. operates in a highly competitive industry with intense rivalry among established players, including Qualcomm, Intel, and Texas Instruments.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 62.05% |
| Debt Cost | 4.43% |
| Equity Weight | 37.95% |
| Equity Cost | 10.26% |
| WACC | 6.64% |
| Leverage | 163.54% |
Broadcom Inc. : Quality Control
Broadcom Inc. passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| QCOM | QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide. The company operates through three segments: Qualcomm CDMA Technologies (QCT); Qualcomm Technology Licensing (QTL); … |
| KLAC | KLA Corporation designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide. It operates through four segments: Semiconductor Process Control; Specialty … |
| LRCX | Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten … |
| TXN | Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics designers and manufacturers worldwide. It operates in two segments, Analog and Embedded Processing. The Analog segment offers power products to … |
| AMAT | Applied Materials, Inc. provides manufacturing equipment, services, and software to the semiconductor, display, and related industries. It operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Texas Instruments
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Broadcom
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QUALCOMM
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Lam Research
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Applied Materials
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6
