APPLIED MATERIALS INC /DE vs Broadcom Inc., two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AMAT and AVGO diverge most: on revenue growth, AMAT reads +3.4% and AVGO reads +31.9%; on debt / equity, AMAT reads 0.27 and AVGO reads 0.77. The rest of the comparable metrics sit closer together. What AMAT's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AMAT | AVGO |
|---|---|---|
| Price | $509.98 | $388.22 |
| Market cap | $407.5B | $1.85T |
| Sector | Semiconductors | Semiconductors |
| Stage | Mature | Mature |
| P/E | 48.0 | 64.6 |
| P/B | 17.04 | 21.06 |
| P/S | 14.04 | 24.47 |
| EV/EBITDA | 47.6 | 57.6 |
| Revenue growth | +3.4% | +31.9% |
| Gross margin | 49.9% | 69.5% |
| Operating margin | 31.9% | 48.6% |
| Net margin | 27.3% | 37.8% |
| Return on equity | 33.1% | 32.5% |
| Return on assets | 19.6% | 15.9% |
| Return on invested capital | 23.8% | 19.4% |
| FCF yield | 1.3% | 1.8% |
| Dividend yield | 0.3% | 0.6% |
| Debt / equity | 0.27 | 0.77 |
| Current ratio | 2.51 | 2.24 |
| Altman Z (solvency) | 9.39 | 6.87 |
| Piotroski F (quality) | 6 / 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.