In today's rapidly changing and fiercely competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies. In this article, we will conduct a comprehensive industry comparison, evaluating Broadcom (NASDAQ:AVGO) against its key competitors in the Semiconductors & Semiconductor Equipment industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for 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 iPhone. It counts Apple as a large customer at roughly one fifth of sales. In software, it sells infrastructure and security software to large 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 | 25.80 | 15.67 | 9.89 | 14.98% | $4.91 | $6.16 | 4.87% |
NVIDIA Corp | 97.83 | 36.38 | 30.88 | 23.79% | $7.41 | $9.46 | 101.48% |
Taiwan Semiconductor Manufacturing Co Ltd | 15.35 | 4.53 | 6.49 | 5.8% | $341.62 | $260.2 | -9.98% |
Texas Instruments Inc | 18.54 | 7.82 | 7.24 | 10.44% | $2.34 | $2.81 | -13.53% |
Qualcomm Inc | 13.93 | 5.75 | 3.11 | 8.93% | $2.41 | $4.66 | -22.72% |
Analog Devices Inc | 21.85 | 2.23 | 6.38 | 2.44% | $1.53 | $1.96 | -1.07% |
ARM Holdings PLC | 124.60 | 11.93 | 18.91 | 2.54% | $0.15 | $0.64 | -2.46% |
Microchip Technology Inc | 16.69 | 5.76 | 4.57 | 9.99% | $1.12 | $1.56 | 16.55% |
ON Semiconductor Corp | 19.11 | 5.16 | 4.48 | 8.59% | $0.85 | $0.99 | 0.45% |
STMicroelectronics NV | 8.53 | 2.32 | 2.15 | 7.28% | $1.64 | $2.11 | 2.55% |
GLOBALFOUNDRIES Inc | 19.25 | 2.73 | 3.67 | 2.31% | $0.63 | $0.53 | -7.43% |
United Microelectronics Corp | 8.23 | 1.64 | 2.42 | 4.72% | $29.0 | $20.46 | -24.3% |
ASE Technology Holding Co Ltd | 14.23 | 1.77 | 0.87 | 3.06% | $28.07 | $24.92 | -18.27% |
First Solar Inc | 98.19 | 2.54 | 5.12 | 2.86% | $0.26 | $0.31 | 30.55% |
Skyworks Solutions Inc | 13.60 | 2.39 | 2.85 | 3.37% | $0.39 | $0.46 | -13.09% |
Lattice Semiconductor Corp | 48.09 | 16.84 | 13.63 | 9.29% | $0.06 | $0.13 | 17.79% |
Universal Display Corp | 33.12 | 5.10 | 11.29 | 3.75% | $0.07 | $0.11 | 7.33% |
Rambus Inc | 30.39 | 5.96 | 12.15 | 19.78% | $0.03 | $0.1 | -1.07% |
Allegro Microsystems Inc | 22.49 | 5.18 | 5.19 | 6.11% | $0.08 | $0.16 | 27.8% |
MACOM Technology Solutions Holdings Inc | 16.76 | 5.59 | 7.61 | 1.31% | $0.03 | $0.09 | -13.78% |
Average | 33.73 | 6.93 | 7.84 | 7.18% | $21.98 | $17.46 | 4.04% |