ASML vs AVGO
ASML Holding N.V. New York Registry Shares vs Broadcom Inc. Common Stock. Scores ACCE, valorisation, rentabilité et croissance côte à côte.
$AVGO edges out $ASML — but neither is cheap
$AVGO wins this matchup on growth and valuation trajectory. Its revenue surged 47.9% YoY and earnings exploded 85.4% YoY, earning a perfect Growth score of 100/100. More importantly, its forward P/E of 19.8x is dramatically lower than its trailing P/E of 59.9x, signaling rapid earnings normalization ahead. Analysts see 45.3% upside to a $523.73 target from the current $360.45.
$ASML is the higher-quality business on paper — ROE of 52.2% versus $AVGO's 37.3%, and a near-perfect Quality score of 96/100. Its Momentum score of 97/100 and a stunning +122.7% 1Y return reflect genuine market enthusiasm. But at a forward P/E of 48.5x on just 13.2% revenue growth, the valuation demands perfection. The 6-model fair value of $671.51 implies 62% downside from $1,769.32 — a sobering gap.
$AVGO's own 6-model fair value of $232.70 flags overvaluation too, but its 38.9% net margin and collapsing forward multiple make the risk/reward more defensible. $ASML's premium is harder to justify at current growth rates.