AMD vs AVGO
Advanced Micro Devices Inc. Common Stock vs Broadcom Inc. Common Stock. Scores ACCE, valorisation, rentabilité et croissance côte à côte.
$AVGO vs $AMD — ACCE Verdict
Winner: $AVGO, on quality and valuation grounds.
Both stocks score identically on Growth (100/100) and carry strong earnings momentum — $AVGO up 85.4% YoY, $AMD up 91.2% — but the gap opens sharply on profitability and price discipline.
$AVGO's net margin of 38.9% and ROE of 37.3% dwarf $AMD's 13.4% and 8.1% respectively. Its Quality score of 91/100 reflects a business generating real, durable returns. FCF yield of 1.6% versus $AMD's 0.8% reinforces that advantage.
On valuation, $AVGO trades at a forward P/E of 19.8x — reasonable for a company growing revenue 47.9% YoY. $AMD's forward P/E of 73.5x is harder to justify, and the 6-model fair value flags a -77.6% discount to current price versus $AVGO's -35.4%. Neither stock is cheap, but $AVGO is the less stretched bet.
$AMD's Momentum score of 97/100 and a 1Y return of +275.5% are eye-catching, but chasing that run at current multiples carries significant mean-reversion risk. $AVGO's 0.7% dividend and superior margin profile make it the more defensible position at today's prices.