Broadcom Inc. vs Taiwan Semiconductor Manufacturing Company Limited, two Semiconductors stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AVGO and TSM diverge most: on debt / equity, AVGO reads 0.60 and TSM reads 0.02; on revenue growth, AVGO reads +47.8% and TSM reads +17.7%. The rest of the comparable metrics sit closer together. What TSM's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AVGO | TSM |
|---|---|---|
| Price | $361.54 | $453.30 |
| Market cap | $1.73T | $2.35T |
| Sector | Semiconductors | Semiconductors |
| Stage | Mature | Growth |
| P/E | 46.1 | 66.7 |
| P/B | 17.31 | 18.01 |
| P/S | 19.37 | 26.39 |
| EV/EBITDA | 34.5 | 37.8 |
| Revenue growth | +47.8% | +17.7% |
| Gross margin | 69.1% | 55.6% |
| Operating margin | 53.9% | 45.3% |
| Net margin | 40.9% | 39.6% |
| Return on equity | 36.6% | 27.1% |
| Return on assets | 19.4% | 17.3% |
| Return on invested capital | 24.2% | 24.9% |
| FCF yield | 2.3% | 1.1% |
| Dividend yield | 0.7% | — |
| Debt / equity | 0.60 | 0.02 |
| Current ratio | 2.50 | 2.36 |
| Altman Z (solvency) | 7.12 | 8.22 |
| 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.