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1YD.F$416.05+4.42%
Fair $416.05+0.0%

1YD.F

Broadcom Inc.

Technology / SemiconductorsFrankfurt

$416.05

+17.60 (+4.42%)

Fairly Valued+0.0%Fair Value $416.05Fund rank 37/100 · Data gapFallback financials|
SA 68/B
F-Score: 8/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $19.4B · quality 75.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 93/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

68/100

B

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 1YD.FLocal privado en este navegador · Broadcom Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.97T

P/E

94.1x

↑

EV/EBITDA

59.6x

↑

ROE

28.4%

↑

Gross Margin

67.8%

↑

Debt/Equity

0.80

↑
52-Week Range$416
$212$425

TradingView lightweight chart

1YD.F price, volumen y niveles de valoración

Último $416.05Periodo +17056.7%
Fair value: $416.05

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+24.4%

FCF CAGR

+18.2%

FCF margin

42.1%

FCF / Net income

1.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $63.89B · net income $23.13B · FCF $26.91B

2022-FY → 2025-FY

Gross margin

67.8%+1.2% pts

Operating margin

40.8%-2.2% pts

Net margin

36.2%+1.6% pts

FCF margin

42.1%-7.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$63.89B$63.89B$51.57B$35.82B$33.20B
Net Income$23.13B$23.13B$5.89B$14.08B$11.49B
EBITDA$34.71B$34.71B$23.88B$20.55B$19.16B
EPS4.774.771.233.302.65
Gross Margin67.8%67.8%63.0%68.9%66.5%
Operating Margin40.8%40.8%29.1%45.9%43.0%
Net Margin36.2%36.2%11.4%39.3%34.6%
Balance Sheet
Debt/Equity0.800.801.001.641.74
Current Ratio1.901.90———
Cash Flow
Free Cash Flow$26.91B$26.91B$19.41B$17.63B$16.31B
Returns
ROE28.4%28.4%8.7%58.7%50.6%
Valuation
P/E94.1394.13139.1927.0018.59
EV/EBITDA59.5759.5736.6919.7212.30
P/B24.8424.8412.0915.859.18
Growth & Yield
Revenue Growth23.9%23.9%44.0%7.9%—
EPS Growth287.8%287.8%-62.7%24.3%—
Dividend Yield0.6%0.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

97.8%

muy exigente

EPS terminal req.

$36.92

Spread vs growth

190.0%

5Y implied EPS CAGR

56.4%

muy exigente

EPS terminal req.

$44.67

Spread vs growth

231.4%

10Y implied EPS CAGR

31.2%

muy exigente

EPS terminal req.

$71.94

Spread vs growth

256.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +82.8%

Total return

+82.8%

Start / end P/E

185.6x → 87.2x

EPS bridge

1.23 → 4.77

Residual

-152.5%

EPS growth+287.8%
Multiple rerating-53.0%
Dividend+0.6%
Residual / FX / buybacks / cross-term-152.5%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.