COMPARE · Data as of August 21, 2026
AMKR vs AVGO
Verdict: Side-by-side breakdown using the Bull Rankings model. AMKR scored 58.0, AVGO scored 72.2 — AVGO leads.
Compare another set
AMKR
Amkor Technology, Inc.
58
$50.26 · $12.5B
fundamentals as of
Score gap
14.2
AVGO leads
AVGO
Broadcom Inc.
72.2
$368.45 · $1.8T
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestAMKR22.5x
- Fastest growthAVGO+32.3%
- Strongest balance sheetAMKR0.57
- Highest qualityAVGO80 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
AMKR
stronger →← stronger
AVGO
50
Qualityreturns · margins · balance sheet
80
79
Growthrevenue & earnings expansion
93
50
Valuevaluation vs sector peers
51
AVGO is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
AMKR
AVGO
$167mC
FCF
$32.8bA
+12.7%B+
Rev
+32.3%A
0.57C+
D/E
0.74C+
22.5xB+
P/E
61.3xC
0.76A-
PEG
0.41A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
AMKR
AVGO
655% above
Price vs fair valuelower is cheaper
215% above
>60%/yr
Growth the price implies10-yr FCF · lower = less priced in
~47%/yr
-88%
1-yr DCF upside
-76%
-87%
5-yr DCF upside
-68%
-85%
10-yr DCF upside
-54%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AMKR
Why this score
- Cut its dividend
AVGO
Why this score
- Raising its dividend
The companies
AMKRAmkor Technology, Inc.
Why now
Semiconductor Equipment & Materials · market cap $12.5b. Down 48% from 52-week high of $96.68 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.76 — paying under fair value for the growth rate. 9 sell-side analysts publish a mean 1-yr target of $77.11 (implying +53% upside).
Moat
Semiconductor moat is process-design IP plus customer qualification timelines — once designed in, the company captures multiple product cycles before a competitor can displace.
Risk
Down 48% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.25 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Production-cost sensitivity — top-quartile cost producers generate cash through the cycle while marginal producers burn it; watch the cost-per-unit trend, not just headline revenue.
AVGOBroadcom Inc.
Why now
Semiconductors · market cap $1.8T. Down 26% from 52-week high of $495.00 — deep drawdown territory. Revenue growing +32% — in hypergrowth territory. PEG 0.41 — paying under fair value for the growth rate. 45 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $527.88 (implying +43% upside).
Moat
Net margin 39% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 33% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 61.3x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Beta 1.47 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 23.2x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where AMKR and AVGO diverge
On the headline score the gap is 14.2 points in favor of AVGO. The widest single difference is Quality, where AVGO leads by 29.7 points.
- QualityAMKR 50.0 · AVGO 79.7AVGO +29.7
- GrowthAMKR 78.7 · AVGO 93.1AVGO +14.4
- ValueAMKR 49.7 · AVGO 50.7level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.