Broadcom Inc. (AVGO) vs NVIDIA Corporation (NVDA)

Broadcom Inc. and NVIDIA Corporation are both Semiconductors companies. NVIDIA Corporation is the larger, with a market value of $5.44T against $1.70T — 3.2× the size. NVIDIA Corporation trades at the lower P/E: 28.3× against 43.8×. NVIDIA Corporation grew revenue faster over the last twelve months: 83.4% against 48.7%. NVIDIA Corporation has the higher net margin (63.7% vs 42.9%) and the higher return on invested capital (76.2% vs 19.8%). Both pay a dividend; Broadcom Inc. yields more (1.64% vs 0.02%). Across the 23 metrics below, NVIDIA Corporation leads on 17 and Broadcom Inc. on 6.

Valuation

Metric AVGO NVDA Semiconductors median
P/E 43.82 28.31 49.41
P/S 18.89 17.97 8.58
P/B 16.88 23.78 5.49
Price to free cash flow 42.72 42.87 47.02
EV/EBITDA 33.32 26.73 30.78
EV/Sales 19.29 17.75 8.79
Earnings yield 2.28% 3.53% 0.62%
Free cash flow yield 2.34% 2.33% 0.59%

Profitability

Metric AVGO NVDA Semiconductors median
Gross margin 68.77% 74.67% 52.25%
Operating margin 48.05% 65.21% 4.85%
Net margin 42.94% 63.66% 4.77%
Free cash flow margin 44.22% 41.92% 8.65%
Return on equity 44.25% 117.21% 3.11%
Return on assets 21.63% 83.68% 1.91%
Return on invested capital 19.80% 76.24% 2.46%

Growth

Metric AVGO NVDA Semiconductors median
Revenue growth (TTM) 48.69% 83.38% 16.66%
EPS growth (last fiscal year) 287.80% 66.67% —
Revenue growth, 5-year CAGR 21.74% 66.90% 5.60%
Net income growth, 5-year CAGR 54.08% 94.33% 0.00%

Health

Metric AVGO NVDA Semiconductors median
Debt to equity 0.60 0.14 0.05
Current ratio 2.50 4.59 3.35
Net debt to EBITDA 1.43 (0.41) 0.58

Dividend

Metric AVGO NVDA Semiconductors median
Dividend yield 1.64% 0.02% 1.93%
Payout ratio 0.55 0.04 0.00

Size

Metric AVGO NVDA Semiconductors median
Market cap 1.70t 5.44t 5.67b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack