COMPARE · Data as of August 21, 2026
AVGO vs KLAC
Verdict: Side-by-side breakdown using the Bull Rankings model. AVGO scored 72.2, KLAC scored 51.0 — AVGO leads.
Compare another set
AVGO
Broadcom Inc.
72.2
$368.45 · $1.8T
fundamentals as of
Score gap
21.2
AVGO leads
KLAC
KLA Corporation
51
$179.76 · $234.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestKLAC49.1x
- Fastest growthAVGO+32.3%
- Strongest balance sheetAVGO0.74
- 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)
AVGO
stronger →← stronger
KLAC
80
Qualityreturns · margins · balance sheet
68
93
Growthrevenue & earnings expansion
85
51
Valuevaluation vs sector peers
23
AVGO is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
AVGO
KLAC
$32.8bA
FCF
$3.8bB
+32.3%A
Rev
+11.7%B
0.74C+
D/E
0.97C
61.3xC
P/E
49.1xC+
0.41A
PEG
1.79C+
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
215% above
Price vs fair valuelower is cheaper
293% above
~47%/yr
Growth the price implies10-yr FCF · lower = less priced in
~51%/yr
-76%
1-yr DCF upside
-80%
-68%
5-yr DCF upside
-75%
-54%
10-yr DCF upside
-65%
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
The companies
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.
KLACKLA Corporation
Why now
Semiconductor Equipment & Materials · market cap $234.9b. Down 42% from 52-week high of $307.37 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. 27 sell-side analysts rate this a Buy with a mean 1-yr target of $231.78 (implying +29% 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. $234.9b 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
Down 42% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.46 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 49x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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 21.2 points in favor of AVGO. The widest single difference is Value, where AVGO leads by 27.6 points.
- ValueAVGO 50.7 · KLAC 23.1AVGO +27.6
- QualityAVGO 79.7 · KLAC 67.9AVGO +11.8
- GrowthAVGO 93.1 · KLAC 84.7AVGO +8.4
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.