AVGO vs TSM
as of Friday's close
as of Friday's close
- AVGOBuy moresales growth, past year49%
Buy more below $364, and Friday's $347 is already under it.
- TSMBuy moresales growth, past year36%
Taiwan Semiconductor Manufacturing's sales grew 36% over the past year, and its report on Oct 15 beat profit forecasts by 3.4%.
Percent return
- AVGO+2.83%
- TSM+42.79%
Nov 13, 2025 to Nov 13, 2026
Where they differ
TSM leads on 4 of 6
AVGOTSM
- Company size: AVGO $1.40T, TSM $2.10T.
- Sales growth, 1 yr: AVGO +49%, TSM +36%. AVGO is ahead.
- Price for $1 of next year's profit: AVGO $17, TSM $19. AVGO is ahead.
- Profit per $1 of sales: AVGO 49¢, TSM 58¢. TSM is ahead.
- Cash minus debt: AVGO −$35.4B, TSM +$97.3B. TSM is ahead.
- Price change, 1 yr: AVGO +2.8%, TSM +43%. TSM is ahead. S&P 500 +13%.
- How much the price swings: AVGO 47%, TSM 42%. TSM is ahead.
| Measure | AVGOBroadcom | TSMTaiwan Semiconductor |
|---|---|---|
| Price and returns | ||
| Price | $346.62 | $398.63 |
| Friday | −4.87% | Best in this row: −1.69% |
| 1 month | Best in this row: −2.88% | −10.42% |
| 3 months | −16.89% | Best in this row: −7.15% |
| This year | +0.82% | Best in this row: +32.24% |
| 1 year | +2.83% | Best in this row: +42.79% |
| 5 years | Best in this row: +573.07% | +263.92% |
| From 52-week high | −27.8% | −17.9% |
| How much it swings (90 days) | 47% | Best in this row: 42% |
| Valuation | ||
| Market value | $1.40T | $2.10T |
| Price vs last year's earnings | 37.5× | Best in this row: 26.1× |
| Price vs next year's expected earnings | Best in this row: 16.9× | 19.4× |
| Price vs earnings, adjusted for growth | Best in this row: 0.33× | 0.66× |
| Price to sales | 15.7× | Best in this row: 11.9× |
| Price vs cash it brings in | Best in this row: 35.6× | 40.8× |
| Company value vs operating profit | 27.5× | Best in this row: 15.4× |
| Price vs earnings, against its own past (0 = cheapest) | Lowest | Lowest |
| Growth | ||
| Revenue growth, 1 year | Best in this row: +48.7% | +36.2% |
| Revenue growth a year, last 3 years | Best in this row: +24.4% | +18.9% |
| Earnings per share growth, last year | Best in this row: +125.2% | +54.8% |
| Earnings per share growth expected next year | Best in this row: +65.3% | +34.6% |
| Profitability | ||
| Kept from sales after making the product | Best in this row: 75.5% | 65.8% |
| Kept as operating profit | 48.8% | Best in this row: 58.0% |
| Kept as final profit | 42.9% | Best in this row: 51.1% |
| Kept as spare cash | Best in this row: 44.2% | 29.9% |
| Profit on shareholders' money | Best in this row: 44.3% | 41.9% |
| Profit on all money put in | 30.7% | Best in this row: 60.3% |
| Balance sheet | ||
| Net cash (cash minus debt) | −$35.4B | Best in this row: $97.3B |
| Debt for each $1 of shareholders' money | 0.60× | Best in this row: 0.12× |
| Short-term assets per $1 of bills due | 2.50× | 2.50× |
| Dividend yield | 0.89% | Best in this row: 1.11% |
| Share of profit paid as dividends | 33% | Best in this row: 30% |
| Our readPro | ||
| Our call | Buy more | Buy more |
| Why | Broadcom's sales grew 49% over the past year, and it trades at 37 times its past year's earnings, below the 80 it typically traded at from April to July. | Taiwan Semiconductor Manufacturing's sales grew 36% over the past year, and its report on Oct 15 beat profit forecasts by 3.4%. |
| Where the price sits | Buy rangebuy more under $364 | in the full report |
| Our overall score (out of 100) | 78 | Best in this row: 79 |
| Our value score | Best in this row: 60 | 46 |
| Our growth score | Best in this row: 99 | 98 |
| Our quality score | Best in this row: 92 | 85 |
| Our price trend score | 53 | Best in this row: 73 |
| Earnings and analysts | ||
| Next earnings | Dec 9AMCin 24 days | – |
| Analyst consensus | Buy | Buy |
| To average analyst target | Best in this row: +51.1% | +41.4% |
| Average analyst target | $523.72 | $563.75 |
| Analysts rating it a buy | Best in this row: 96% | 95% |
| Buy ratings added, 3 months | Best in this row: +4 | +2 |
| Analysts covering | 30 | 9 |
AVGO: faster growth at a lower P/E
Our pick of these: Broadcom
Sales growth +48.7% vs +36.2%
AVGO +48.7%, TSM +36.2%.Forward P/E per point of sales growth 0.35 vs 0.54
AVGO 0.35, TSM 0.54.+51.1% to the average analyst target, vs +41.4%
AVGO +51.1%, TSM +41.4%.Where it loses: TSM has wider profit margins, 58.0% vs 48.8%
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Prices as of Friday, 3:59 PM ET. A view, not advice.