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AVGO
Broadcom Inc. · Technology
$411.35
+0.07% this month
VERSUS
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COMPARE
NVDA
NVIDIA Corporation · Technology
$210.69
-4.50% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
AVGO
1
NVDA
4
Comparison scoreboard
NVDA LEADS 4/5AI Score
AVGO 74.5
NVDA ✓86.0
1Y Return
AVGO ✓+64.96%
NVDA +46.19%
Fwd P/E
AVGO 19.74
NVDA ✓16.12
Target Up.
AVGO +36.64%
NVDA ✓+45.69%
Op. Margin
AVGO 48.99%
NVDA ✓65.60%
Metrics last refreshed: 6/20/2026
Quick take
AVGO vs NVDA Stock Comparison: AI Score, Valuation, Performance and Upside
Broadcom and Nvidia are both critical AI semiconductor companies but with different strategies. Nvidia builds general-purpose AI GPUs sold to all customers with CUDA software lock-in. Broadcom builds custom ASICs (XPUs) designed specifically for Google and Meta's proprietary AI infrastructure, plus networking chips for AI data centers. Nvidia dominates AI training with its GPU platform; Broadcom captures custom AI inference silicon that hyperscalers prefer for cost efficiency at scale.
AVGO vs NVDA is diversified semiconductor and software infrastructure including custom hyperscaler AI ASICs and VMware enterprise software (Broadcom) versus the dominant general-purpose AI GPU platform with CUDA software ecosystem lock-in and 80%+ market share (Nvidia) — Broadcom's diversification and software income vs Nvidia's AI concentration and extraordinary GPU growth.
Live analysis · updated 6/20/2026
NVDA holds the edge across 4 of 5 key metrics in this comparison. AVGO has delivered stronger 1-year price return (+64.96% vs +46.19%), though NVDA trades at the lower forward P/E (16.12x vs 19.74x). NVDA leads on both revenue growth (85.20%) and operating margin (65.60%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for NVDA (+45.69%) than for AVGO (+36.64%).
Normalized 1Y performance
AVGO
NVDA
Recent returns
AVGO
NVDA
Analyst price targets & sentiment
AVGO
Price target range
analyst mean$522.06
current price$411.35
+36.6% upside to analyst mean
NVDA · 58 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.3/5.0)
Price target range
analyst low$180.00
analyst high$500.00
analyst mean$298.93
current price$210.69
+45.7% upside to analyst mean
Who should consider this stock?
AVGO may suit investors who:
- →prefer diversified semiconductor plus enterprise software exposure — VMware's recurring revenue provides earnings stability alongside AI chip growth
- →value Broadcom's custom ASIC relationships with Google and Meta as structurally differentiated AI revenue with deep hyperscaler switching costs
- →want AI semiconductor exposure with lower valuation multiples than Nvidia and more business line diversification across networking, wireless, and software
- →are comfortable with VMware customer backlash risk, two-hyperscaler concentration in custom AI chips, and smaller AI chip revenue scale than Nvidia
NVDA may suit investors who:
- →prefer maximum concentration in the AI GPU platform with 80%+ market share and CUDA developer ecosystem creating durable software lock-in
- →value Nvidia's general-purpose AI hardware that serves all hyperscalers, enterprises, and researchers — far broader customer base than Broadcom's custom ASICs
- →want the highest revenue growth rate exposure to AI infrastructure buildout — Nvidia is growing faster than Broadcom's AI chip segment
- →are comfortable with Nvidia's extreme valuation, China export control headwinds, and hyperscaler custom chip competition gradually reducing GPU TAM
Performance & AI score
| Metric | AVGO | NVDA |
|---|---|---|
| AI score | 74.5 | 86.0 |
| AI rank | #24 | #2 |
| Latest close | $411.35 | $210.69 |
| 1M return | +0.07% | -4.50% |
| 6M return | +26.17% | +23.25% |
| 1Y return | +64.96% | +46.19% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | AVGO | NVDA |
|---|---|---|
| 1Y ago | $16.37K (+63.7%) started 2025-06-18 | $14.48K (+44.8%) started 2025-06-18 |
| 5Y ago | $106.02K (+960.2%) started 2021-06-21 | $114.8K (+1048.0%) started 2021-06-21 |
| 10Y ago | $452.71K (+4427.1%) started 2016-06-20 | $1.84M (+18277.9%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | AVGO | NVDA |
|---|---|---|
| Market cap | $1.82T | $4.97T |
| Trailing P/E | 63.68 | 31.42 |
| Forward P/E | 19.74 | 16.12 |
| Price/Sales | N/A | 23.66 |
| EV/Revenue | 24.69 | 19.43 |
| Analyst target | $522.06 | $298.93 |
| Target upside | +36.64% | +45.69% |
Growth, profitability & risk
| Metric | AVGO | NVDA |
|---|---|---|
| Revenue growth | 47.90% | 85.20% |
| Earnings growth | 85.40% | 214.50% |
| EPS growth | +85.40% | +214.50% |
| FCF margin | +36.06% | +18.28% |
| Operating margin | 48.99% | 65.60% |
| Profit margin | 38.85% | 62.97% |
| ROIC proxy | 37.28% | 114.29% |
| Return on equity | 37.28% | 114.29% |
| Dividend yield | 0.68% | 0.49% |
| Beta | 1.43 | 2.20 |
| Debt/equity | 74.02 | 6.55 |
| Current ratio | 2.24 | 3.44 |
| Quick ratio | 1.93 | 2.14 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
AVGO max drawdown28.95%
NVDA max drawdown20.22%
AVGO max wkly drop22.35%
NVDA max wkly drop10.72%
5Y risk snapshot
AVGO max drawdown41.15%
NVDA max drawdown66.34%
AVGO max wkly drop22.35%
NVDA max wkly drop22.20%
10Y risk snapshot
AVGO max drawdown48.30%
NVDA max drawdown66.34%
AVGO max wkly drop31.75%
NVDA max wkly drop28.36%
Performance metrics by period
| Period | Metric | AVGO | NVDA |
|---|---|---|---|
| 1Y | Growth | +63.71% | +44.82% |
| CAGR | +63.83% | +44.90% | |
| Sharpe ratio | 1.21 | 1.10 | |
| Max drawdown | 28.95% | 20.22% | |
| Max daily drop | 12.59% | 6.20% | |
| Max wkly drop | 22.35% | 10.72% | |
| 5Y | Growth | +863.18% | +1045.71% |
| CAGR | +57.42% | +62.98% | |
| Sharpe ratio | 1.16 | 1.12 | |
| Max drawdown | 41.15% | 66.34% | |
| Max daily drop | 17.40% | 16.97% | |
| Max wkly drop | 22.35% | 22.20% | |
| 10Y | Growth | +3286.54% | +17945.12% |
| CAGR | +42.25% | +68.18% | |
| Sharpe ratio | 0.98 | 1.20 | |
| Max drawdown | 48.30% | 66.34% | |
| Max daily drop | 19.91% | 18.76% | |
| Max wkly drop | 31.75% | 28.36% |
Business comparison
| Category | AVGO | NVDA |
|---|---|---|
| Company | Broadcom Inc. | NVIDIA Corporation |
| Sector | Technology | Technology |
| Industry | N/A | Semiconductors |
| Core business | Broadcom is a diversified semiconductor and infrastructure software company. In semiconductors, Broadcom makes networking chips (Tomahawk Ethernet switches), custom AI ASICs (XPUs) designed for Google TPU and Meta MTIA, and wireless chips for Apple iPhones. In software, Broadcom acquired VMware in 2023 — VMware's virtualization software serves enterprise data centers and represents a major recurring revenue stream. Broadcom's custom ASIC business is the AI-relevant growth driver: Google, Meta, and other hyperscalers pay Broadcom to design chips tailored to their specific AI inference and training needs. | Nvidia designs AI GPUs (H100, B200, B300) that are the de facto standard for training large language models and running AI inference at scale. Nvidia's CUDA software ecosystem with 4M+ developers creates software lock-in that makes Nvidia GPUs functionally irreplaceable for most AI workloads regardless of competing silicon. Nvidia's data center revenue exceeds $40B quarterly, growing 100%+ year-over-year through the AI buildout cycle. |
| Investor focus | Investors track Broadcom's AI semiconductor revenue (custom XPU chips for Google and Meta), VMware integration progress and revenue conversion to subscription, and networking chip content growth in AI data centers. | Investors track data center GPU revenue, Blackwell GPU generation adoption, CUDA developer ecosystem growth, and the pace at which hyperscalers deploy custom AI chips (Broadcom/Google TPU, Amazon Trainium) as an alternative to Nvidia. |
AVGO strengths
- →Custom ASIC (XPU) design for Google TPU and Meta MTIA creates deep hyperscaler relationships — these chips are designed specifically for one customer's AI workload, creating durable, switching-cost-protected revenue
- →VMware acquisition gives Broadcom $8B+ of recurring enterprise software revenue with high switching costs — enterprises cannot easily exit VMware infrastructure
- →Networking leadership (Tomahawk switches, Jericho routers) means Broadcom captures AI data center traffic from both compute and networking — every AI cluster needs Broadcom's networking chips
NVDA strengths
- →80%+ AI accelerator market share with CUDA software moat — Nvidia's GPU dominance in AI training is reinforced by the 4M+ developer ecosystem that makes alternative hardware platforms difficult to adopt
- →Blackwell GPU architecture delivers 4–5x performance improvement per generation — consistent compute improvement keeps Nvidia's GPUs ahead of custom ASIC alternatives for general AI workloads
- →Full-stack AI infrastructure (GPU + NVLink networking + CUDA software) creates a complete AI computing platform that custom ASICs cannot replicate
Risks to watch — AVGO
- →Custom ASIC business depends on Google and Meta maintaining or growing their AI chip orders — concentration in two hyperscalers creates volume risk
- →VMware price increases post-acquisition have driven some customer backlash and competitive evaluations — enterprises considering Nutanix or OpenShift alternatives
- →Broadcom's AI chip revenue is growing rapidly but still smaller than Nvidia's data center GPU business — comparison with Nvidia requires acknowledging the scale difference
Risks to watch — NVDA
- →Google (Broadcom TPU), Amazon (Trainium), Meta (MTIA) custom ASICs all chip away at Nvidia's data center GPU TAM — as hyperscalers mature their own AI chips, Nvidia's share of hyperscaler AI compute may decline
- →Export controls limit Nvidia's ability to sell H100/B200 AI GPUs to China — a significant revenue loss
- →Extreme valuation (30–50x forward earnings) requires continued exceptional growth at scale that is increasingly difficult to maintain
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