Broadcom's solid August-quarter results and October-quarter guidance were strong, implying 86% and 93% year-on-year growth, respectively. Management provided bullish guidance through 2028, including artificial intelligence revenue quadrupling from 2026 and non-GAAP EPS nearly tripling to $30.
Broadcom is best-of-breed in custom AI accelerators, boasting the largest customer in Google and layering new customers in like Anthropic and OpenAI. Rising AI spending portends immense growth.
Broadcom’s chip business bears significant customer concentration, with a small handful of large AI customers driving the bulk of revenue and future growth.
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Metric
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AVGO
|
MRVL
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NVDA
|
|---|---|---|---|
Price/Earnings (Normalized) | 36.67 | 67.76 | 32.86 |
Price/Book Value | 17.08 | 10.83 | 24.29 |
Price/Sales | 19.62 | 20.98 | 18.55 |
Price/Cash Flow | 33.65 | 58.65 | 32.10 |
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Metric
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AVGO
|
MRVL
|
NVDA
|
|---|---|---|---|
Quick Ratio | 1.93 | 2.46 | 2.92 |
Current Ratio | 2.24 | 3.17 | 4.59 |
Interest Coverage | 10.58 | 3.55 | 492.39 |
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Metric
|
AVGO
|
MRVL
|
NVDA
|
|---|---|---|---|
Return on Assets (Normalized) | — | 12.29% | 78.47% |
Return on Equity (Normalized) | — | 18.62% | 106.66% |
Return on Invested Capital (Normalized) | — | 7.89% | 95.82% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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Market Cap
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United States