At a glance · who leads each dimension, on the model's own rules
CheapestAVGO46.2x
Fastest growthAVGO+23.9%
Strongest balance sheetAVGO0.60
Highest qualityKLAC89 / 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)
AVGO
stronger →← stronger
KLAC
82
Qualityreturns · margins · balance sheet
89
94
Growthrevenue & earnings expansion
85
46
Valuevaluation vs sector peers
21
AVGO is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AVGO
KLAC
$39.4bA
FCF
$3.8bB
+23.9%A-
Rev
+11.7%B
0.60C+
D/E
0.97C
46.2xC+
P/E
53.4xC+
0.36A
PEG
1.88C+
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
AVGO
KLAC
167% above
Price vs fair valuelower is cheaper
391% above
~42%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~55%/yr
-71%
1-yr DCF upside
-82%
-63%
5-yr DCF upside
-80%
-48%
10-yr DCF upside
-76%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AVGO
Why this score
Raising its dividend
KLAC
Why this score
Raising its dividend
Durable high returns
The companies
AVGOBroadcom Inc.
Semiconductors · $361.54 · beta 1.48
Why now
Semiconductors · market cap $1.7T. Down 27% from 52-week high of $495.00 — deep drawdown territory. Revenue growing +24%, comfortably above the S&P median. PEG 0.36 — paying under fair value for the growth rate. 47 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $531.31 (implying +47% upside).
Moat
Net margin 43% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 44% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 103% of net income — earnings translate cleanly into cash.
Risk
Beta 1.48 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 46x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 19.4x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Semiconductor Equipment & Materials · market cap $255.2b. Down 36% from 52-week high of $307.37 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. 26 sell-side analysts rate this a Buy with a mean 1-yr target of $232.77 (implying +19% upside).
Moat
Net margin 36% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 76% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $255.2b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Trailing P/E 53.4x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.45 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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 AVGO and KLAC diverge
On the headline score the gap is 17.0 points in favor of AVGO. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
ValueAVGO 46.0 · KLAC 21.0AVGO +25.0
GrowthAVGO 94.3 · KLAC 84.7AVGO +9.6
QualityAVGO 82.5 · KLAC 88.9KLAC +6.4
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is AVGO or KLAC the better stock?
AVGO scores higher: AVGO 71.0, KLAC 54.0 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do AVGO and KLAC differ most?
The widest gap is value, where AVGO leads by 25 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are AVGO and KLAC scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.