In today's rapidly evolving and fiercely competitive business landscape, it is crucial for investors and industry analysts to conduct comprehensive company evaluations. In this article, we will undertake an in-depth industry comparison, assessing Broadcom (NASDAQ:AVGO) alongside its primary competitors in the Semiconductors & Semiconductor Equipment industry. By meticulously examining crucial financial indicators, market positioning, and growth potential, we aim to provide valuable insights to investors and shed light on company's performance within the industry.
Broadcom Background
Broadcom is the sixth-largest semiconductor company globally and has expanded into various software businesses, with over $30 billion in annual revenue. It sells 17 core semiconductor product lines across wireless, networking, broadband, storage, and industrial markets. It is primarily a fabless designer but holds some manufacturing in-house, like for its best-of-breed FBAR filters that sell into the Apple iPhone. In software, it sells virtualization, infrastructure, and security software to large enterprises, financial institutions, and governments.Broadcom is the product of consolidation. Its businesses are an amalgamation of former companies like legacy Broadcom and Avago Technologies in chips, as well as Brocade, CA Technologies, and Symantec in software.
Company | P/E | P/B | P/S | ROE | EBITDA (in billions) | Gross Profit (in billions) | Revenue Growth |
---|---|---|---|---|---|---|---|
Broadcom Inc | 30.12 | 23.12 | 11.54 | 14.98% | $4.91 | $6.16 | 4.87% |
NVIDIA Corp | 115.40 | 42.91 | 36.42 | 23.79% | $7.41 | $9.46 | 101.48% |
Taiwan Semiconductor Manufacturing Co Ltd | 18.41 | 4.80 | 7.43 | 6.46% | $392.33 | $296.64 | -10.83% |
Advanced Micro Devices Inc | 1111.91 | 3.59 | 8.98 | 0.54% | $1.13 | $2.75 | 4.22% |
Qualcomm Inc | 19.59 | 6.59 | 4.02 | 7.05% | $2.06 | $4.75 | -24.26% |
Texas Instruments Inc | 19.90 | 8.39 | 7.77 | 10.44% | $2.34 | $2.81 | -13.53% |
Analog Devices Inc | 24.90 | 2.54 | 7.27 | 2.44% | $1.53 | $1.96 | -1.07% |
ARM Holdings PLC | 363.84 | 13.72 | 23.08 | -2.45% | $-0.12 | $0.76 | 27.94% |
Microchip Technology Inc | 18.26 | 6.46 | 5.14 | 9.66% | $1.1 | $1.53 | 8.74% |
STMicroelectronics NV | 9.83 | 2.67 | 2.47 | 7.28% | $1.69 | $2.11 | 2.55% |
GLOBALFOUNDRIES Inc | 22.03 | 2.87 | 4.07 | 2.34% | $0.64 | $0.53 | -10.7% |
ON Semiconductor Corp | 13.97 | 3.99 | 3.73 | 8.05% | $0.87 | $1.03 | -0.54% |
United Microelectronics Corp | 8.95 | 1.78 | 2.64 | 4.72% | $29.0 | $20.46 | -24.3% |
ASE Technology Holding Co Ltd | 15.93 | 1.98 | 0.98 | 3.06% | $28.07 | $24.92 | -18.27% |
First Solar Inc | 34.93 | 2.62 | 5.23 | 4.35% | $0.37 | $0.38 | 27.37% |
Skyworks Solutions Inc | 15.48 | 2.50 | 3.19 | 4.09% | $0.4 | $0.48 | -13.37% |
Lattice Semiconductor Corp | 38.13 | 12.78 | 10.92 | 8.96% | $0.06 | $0.13 | 1.1% |
Universal Display Corp | 38.39 | 5.67 | 13.41 | 3.77% | $0.06 | $0.11 | -12.13% |
Rambus Inc | 25.76 | 7.59 | 16.13 | 10.86% | $0.12 | $0.08 | -6.19% |
MACOM Technology Solutions Holdings Inc | 65.92 | 6.34 | 9.30 | 2.63% | $0.05 | $0.09 | -15.59% |
Allegro Microsystems Inc | 21.41 | 4.88 | 5.06 | 6.18% | $0.09 | $0.16 | 15.92% |
Average | 100.15 | 7.23 | 8.86 | 6.21% | $23.46 | $18.56 | 1.93% |