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AVGO vs MU

Broadcom Inc. Common Stock vs Micron Technology Inc. Common Stock. Puntuaciones ACCE, valoración, rentabilidad y crecimiento, frente a frente.

Puntuaciones ACCE
AVGO
MU
Puntuación compuesta
Sobre 100
71
88
Crecimiento
100
100
Valor
32
54
Calidad
91
100
Momentum
61
97
Valoración
AVGO
MU
Precio
357,61
1015,80
Capitalización
1,71 B
1,15 B
PER actual
45,67
22,94
PER estimado
19,05
6,55
VE / EBITDA
33,29
16,51
Rentabilidad por dividendo
0,8 %
0,1 %
Rentabilidad
AVGO
MU
ROE
44,3 %
66,6 %
Margen neto
42,9 %
55,9 %
Deuda / patrimonio
0,80
0,22
Flujo de caja libre
26.914 M
1668 M
Crecimiento
AVGO
MU
Crecimiento de ingresos (interanual)
85,5 %
3,5 %
Crecimiento de beneficios (interanual)
2,2 %
13,7 %
Precio objetivo de analistas
531,85
1513,11
Veredicto ACCE

$MU vs $AVGO: Micron Takes the Edge

$MU earns the nod here, with an ACCE score of 82 vs $AVGO's 78, driven by superior Quality (96 vs 91) and Momentum (97 vs 90). Its 1-year return of +830.9% dwarfs $AVGO's already-impressive +63.7%, and the forward P/E of just 10.5x makes it the far cheaper bet on a per-growth-dollar basis — especially against $AVGO's 35.6x forward multiple.

$MU's profitability metrics are marginally stronger across the board: 41.5% net margin and 39.8% ROE vs $AVGO's 38.9% and 37.3%. Its debt load is also notably lighter, with a D/E of 0.22 versus $AVGO's 0.80.

Where $AVGO pushes back: its revenue grew +47.9% YoY and earnings +85.4%, both exceptional figures. The analyst target of $523.84 implies meaningful upside from $411.35. $MU's analyst target of $945.60, however, sits below its current price of $1,133.99 — a caution worth noting.

$MU wins on score, quality, valuation, and momentum. The analyst target overhang is a real risk, but the fundamental picture remains compelling.

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