AAPL vs AVGO
Apple Inc. Common Stock vs Broadcom Inc. Common Stock. Scores ACCE, valorisation, rentabilité et croissance côte à côte.
$AVGO Takes the Edge
$AVGO emerges as the stronger pick despite nearly identical ACCE composite scores (68 vs 69). Broadcom dominates on profitability metrics with ROE of 33.4% crushing Apple's 1.4%, while maintaining superior net margins at 36.6% versus 27.2%.
Growth acceleration favors $AVGO decisively. Revenue grew 29.5% year-over-year compared to Apple's 16.6%, while earnings surged 31.6% versus 21.8%. This momentum earned Broadcom a higher growth score of 88 against Apple's 80.
Valuation presents a mixed picture. Apple's current PE of 34.41 looks reasonable against Broadcom's steep 80.58, but forward PEs flip the script dramatically—$AVGO trades at just 22.77 times forward earnings versus Apple's 29.71. The 63.0% dividend yield for Broadcom appears to be a data error and should be disregarded.
$AVGO's combination of superior profitability, faster growth, and attractive forward valuation outweighs Apple's current PE advantage. Quality scores remain virtually tied at 91-92, making growth and profitability the decisive factors.