COMPARE · Data as of August 27, 2026
AVGO vs TSEM
Verdict: Side-by-side breakdown using the Bull Rankings model. AVGO scored 72.1, TSEM scored 24.0 — AVGO leads.
Compare another set
Different reporting periods. AVGO's fundamentals are as of May 2026, but TSEM's are as of December 2025 — a 4-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
AVGO
Broadcom Inc.
72.1
$371.54 · $1.8T
fundamentals as of
Score gap
48.1
AVGO leads
TSEM
Tower Semiconductor Ltd.
24
$219.85 · $24.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthAVGO+32.3%
- Strongest balance sheetTSEM0.05
- Highest qualityAVGO80 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
AVGO
stronger →← stronger
TSEM
80
Qualityreturns · margins · balance sheet
46
93
Growthrevenue & earnings expansion
60
51
Valuevaluation vs sector peers
3
AVGO is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
AVGO
TSEM
$32.8bA
FCF
-$49mF
+32.3%A
Rev
+9.1%B
0.74C+
D/E
0.05A-
61.8xC
P/E
—
0.40A
PEG
5.44D
—
P/S
15.9xC
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
TSEM
218% above
Price vs fair valuelower is cheaper
—
~47%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-76%
1-yr DCF upside
—
-69%
5-yr DCF upside
—
-54%
10-yr DCF upside
—
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
TSEM
No notable signals flagged.
The companies
AVGOBroadcom Inc.
Why now
Semiconductors · market cap $1.8T. Down 25% from 52-week high of $495.00 — deep drawdown territory. Revenue growing +32% — in hypergrowth territory. PEG 0.40 — paying under fair value for the growth rate. 46 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $525.97 (implying +42% 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 61.8x 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 23.4x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
TSEMTower Semiconductor Ltd.
Why now
Semiconductors · market cap $24.8b. Down 31% from 52-week high of $319.94 — deep drawdown territory. 7 sell-side analysts publish a mean 1-yr target of $321.32 (implying +46% upside).
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. 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
Free cash flow is negative (-$49m) — capital raises or debt issuance likely required; dilution / leverage risk. Trailing P/E 87.2x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 31% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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 TSEM diverge
On the headline score the gap is 48.1 points in favor of AVGO. The widest single difference is Value, where AVGO leads by 47.2 points.
- ValueAVGO 50.6 · TSEM 3.4AVGO +47.2
- QualityAVGO 79.7 · TSEM 46.3AVGO +33.4
- GrowthAVGO 93.1 · TSEM 59.8AVGO +33.3
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.