In the fast-paced and cutthroat world of business, conducting thorough company analysis is essential for investors and industry experts. In this article, we will undertake a comprehensive industry comparison, evaluating Broadcom (NASDAQ:AVGO) in comparison to its major competitors within the Semiconductors & Semiconductor Equipment industry. By analyzing crucial financial metrics, market position, and growth potential, our objective is to provide valuable insights for investors and offer a deeper understanding of company's performance in 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 | 37.69 | 24.26 | 14.82 | 15.3% | $5.3 | $6.41 | 4.09% |
NVIDIA Corp | 91.47 | 51.48 | 38.47 | 30.42% | $10.96 | $13.4 | 205.51% |
Advanced Micro Devices Inc | 328.74 | 5.04 | 12.48 | 1.2% | $1.22 | $2.91 | 10.16% |
Intel Corp | 106.97 | 1.71 | 3.32 | 2.57% | $5.57 | $7.05 | 9.71% |
Qualcomm Inc | 20.54 | 6.97 | 4.46 | 12.4% | $3.58 | $5.62 | 4.99% |
Texas Instruments Inc | 22.48 | 8.55 | 8.31 | 8.14% | $1.98 | $2.43 | -12.7% |
Analog Devices Inc | 29.40 | 2.68 | 7.92 | 1.39% | $1.18 | $1.65 | -16.36% |
ARM Holdings PLC | 417.27 | 15.74 | 26.47 | -2.45% | $-0.12 | $0.76 | 27.94% |
Microchip Technology Inc | 19.96 | 6.52 | 5.50 | 9.66% | $0.75 | $1.12 | 8.74% |
STMicroelectronics NV | 10.03 | 2.41 | 2.44 | 6.69% | $1.43 | $1.95 | -3.36% |
ON Semiconductor Corp | 15.86 | 4.26 | 4.20 | 8.05% | $0.87 | $1.03 | -0.54% |
GLOBALFOUNDRIES Inc | 20.30 | 2.64 | 3.75 | 2.34% | $0.64 | $0.53 | -10.7% |
ASE Technology Holding Co Ltd | 19.90 | 2.07 | 1.07 | 3.06% | $28.07 | $24.92 | -18.27% |
United Microelectronics Corp | 8.65 | 1.72 | 2.55 | 4.72% | $29.0 | $20.46 | -24.3% |
Skyworks Solutions Inc | 17.87 | 2.59 | 3.48 | 3.76% | $0.37 | $0.51 | -9.61% |
First Solar Inc | 31.63 | 2.37 | 4.74 | 4.35% | $0.37 | $0.38 | 27.37% |
Lattice Semiconductor Corp | 41.34 | 13.85 | 11.84 | 8.96% | $0.07 | $0.13 | 11.4% |
Universal Display Corp | 39.42 | 5.82 | 13.77 | 3.77% | $0.06 | $0.11 | -12.13% |
Rambus Inc | 26.09 | 7.69 | 16.34 | 10.86% | $0.12 | $0.08 | -6.19% |
MACOM Technology Solutions Holdings Inc | 78.13 | 5.72 | 9.32 | 2.63% | $0.03 | $0.09 | -15.59% |
Allegro Microsystems Inc | 25.93 | 5.02 | 5.35 | 6.18% | $0.06 | $0.13 | 15.92% |
Average | 68.6 | 7.74 | 9.29 | 6.43% | $4.31 | $4.26 | 9.6% |