In today's fast-paced and competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies before making investment decisions. 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 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 | 45.98 | 8.16 | 13.90 | 2.81% | $4.61 | $7.38 | 34.17% |
NVIDIA Corp | 74.14 | 51.45 | 36.21 | 32.23% | $14.56 | $16.79 | 265.28% |
Advanced Micro Devices Inc | 359.72 | 5.51 | 13.66 | 1.2% | $1.22 | $2.91 | 10.16% |
Qualcomm Inc | 23.81 | 8.08 | 5.17 | 12.4% | $3.58 | $5.62 | 4.99% |
Intel Corp | 106.78 | 1.71 | 3.32 | 2.57% | $5.57 | $7.05 | 9.71% |
Texas Instruments Inc | 23.93 | 9.11 | 8.85 | 8.14% | $1.98 | $2.43 | -12.7% |
ARM Holdings PLC | 1569.69 | 26.66 | 45.41 | 1.78% | $0.18 | $0.79 | 13.81% |
Analog Devices Inc | 34.14 | 2.67 | 8.31 | 1.3% | $1.12 | $1.47 | -22.68% |
Microchip Technology Inc | 20.58 | 6.72 | 5.67 | 5.97% | $0.75 | $1.12 | -18.6% |
STMicroelectronics NV | 10 | 2.40 | 2.44 | 6.69% | $1.5 | $1.95 | -3.21% |
Monolithic Power Systems Inc | 76.96 | 16 | 18.05 | 4.85% | $0.12 | $0.25 | -1.3% |
ON Semiconductor Corp | 15.10 | 4.05 | 4 | 7.37% | $0.79 | $0.94 | -4.06% |
GLOBALFOUNDRIES Inc | 28.46 | 2.60 | 3.92 | 2.53% | $0.73 | $0.53 | 0.11% |
ASE Technology Holding Co Ltd | 24.24 | 2.52 | 1.30 | 3.17% | $28.28 | $25.76 | 4.16% |
United Microelectronics Corp | 9.19 | 1.83 | 2.71 | 4.72% | $29.0 | $20.46 | -24.3% |
Skyworks Solutions Inc | 18.28 | 2.65 | 3.56 | 3.76% | $0.37 | $0.51 | -9.61% |
First Solar Inc | 19.32 | 2.39 | 4.84 | 5.38% | $0.47 | $0.5 | 15.58% |
Lattice Semiconductor Corp | 40.97 | 15.07 | 14.37 | 14.98% | $0.05 | $0.12 | -3.05% |
Universal Display Corp | 37.65 | 5.22 | 13.19 | 4.36% | $0.08 | $0.12 | -6.34% |
Rambus Inc | 20.10 | 6.33 | 14.55 | 5.87% | $0.07 | $0.1 | -0.12% |
MACOM Technology Solutions Holdings Inc | 87.62 | 6.41 | 10.45 | 1.27% | $0.03 | $0.09 | -12.75% |
Allegro Microsystems Inc | 24.37 | 4.73 | 5.03 | 2.99% | $0.06 | $0.13 | 2.49% |
Average | 125.0 | 8.77 | 10.71 | 6.36% | $4.31 | $4.27 | 9.88% |