Apple Inc. vs Broadcom Inc.. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AAPL and AVGO diverge most: on return on equity, AAPL reads 115.1% and AVGO reads 32.5%; on return on invested capital, AAPL reads 61.6% and AVGO reads 19.4%. The rest of the comparable metrics sit closer together. What AAPL's price implies is a somewhat stretched bet versus history (whole-company basis). What AVGO's price implies is a demanding bet versus history and the cohort (segment-resolved basis). The bull and bear cases for each are in their full reports below.
| Metric | AAPL | AVGO |
|---|---|---|
| Price | $315.32 | $400.07 |
| Market cap | $4.64T | $1.95T |
| Sector | Computer Hardware | Semiconductors |
| Stage | Mature | Mature |
| Implied growth (priced in) | +32.1% | — |
| P/E | 38.2 | 66.6 |
| P/B | 43.60 | 22.25 |
| P/S | 10.29 | 25.85 |
| EV/EBITDA | 31.1 | 60.8 |
| Revenue growth | +12.4% | +31.9% |
| Gross margin | 49.3% | 69.5% |
| Operating margin | 32.3% | 48.6% |
| Net margin | 27.1% | 37.8% |
| Return on equity | 115.1% | 32.5% |
| Return on assets | 33.0% | 15.9% |
| Return on invested capital | 61.6% | 19.4% |
| FCF yield | 2.8% | 1.7% |
| Dividend yield | 0.3% | 0.6% |
| Debt / equity | 0.85 | 0.77 |
| Current ratio | 1.07 | 2.24 |
| Altman Z (solvency) | 7.61 | 6.87 |
| Piotroski F (quality) | 5 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.