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AVGO$461.00+3.19%
Fair $461.00+0.0%

AVGO

Broadcom Inc.

Technology / SemiconductorsNasdaqGS

$461.00

+14.24 (+3.19%)

Fairly Valued+0.0%Fair Value $461.00Fund rank 37/100 · Data gapFallback financials|
SA 66/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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $19.4B · quality 75.7/100

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

66/100

B

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 10Warnings: 0unknown: 10
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 · AVGOLocal 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

$2.18T

P/E

89.7x

↑

EV/EBITDA

65.9x

↑

ROE

28.4%

↑

Gross Margin

67.8%

↑

Debt/Equity

0.80

↑
52-Week Range$461
$235$466

TradingView lightweight chart

AVGO price, volumen y niveles de valoración

Último $461.01Periodo +28392.3%
Fair value: $461.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2016–2025 · 9 años de histórico normalizado

Revenue CAGR

+19.1%

FCF CAGR

+29.2%

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

2016-FY → 2025-FY

Gross margin

67.8%+22.9% pts

Operating margin

40.8%+43.9% pts

Net margin

36.2%+49.3% pts

FCF margin

42.1%+21.8% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Income Statement
Revenue$63.89B$63.89B$51.57B$35.82B$33.20B$27.45B$23.89B$22.60B$20.85B$17.64B$13.24B
Net Income$23.13B$23.13B$5.89B$14.08B$11.49B$6.74B$2.96B$2.72B$12.26B$1.69B$-1.74B
EBITDA$34.71B$34.71B$23.88B$20.55B$19.16B——————
EPS4.774.771.233.302.651.500.630.642.840.40-0.49
Gross Margin67.8%67.8%63.0%68.9%66.5%61.4%56.6%55.2%51.5%48.2%44.9%
Operating Margin40.8%40.8%29.1%45.9%43.0%31.0%16.8%15.2%24.6%13.4%-3.1%
Net Margin36.2%36.2%11.4%39.3%34.6%24.5%12.4%12.1%58.8%9.6%-13.1%
Balance Sheet
Debt/Equity0.800.801.001.641.74——1.200.660.86—
Current Ratio1.901.90—————————
Cash Flow
Free Cash Flow$26.91B$26.91B$19.41B$17.63B$16.31B$13.32B$11.60B$9.27B$8.24B$5.48B$2.69B
Returns
ROE28.4%28.4%8.7%58.7%50.6%——10.9%46.0%8.3%—
Valuation
P/E89.6989.69137.3326.7617.54——————
EV/EBITDA65.8665.8636.2419.5611.69——————
P/B27.5227.5211.9315.718.67——————
Growth & Yield
Revenue Growth23.9%23.9%44.0%7.9%—14.9%5.7%8.4%18.2%33.2%—
EPS Growth287.8%287.8%-62.7%24.3%—137.0%-1.6%-77.4%607.5%182.7%—
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

104.7%

muy exigente

EPS terminal req.

$40.91

Spread vs growth

183.1%

5Y implied EPS CAGR

59.7%

muy exigente

EPS terminal req.

$49.50

Spread vs growth

228.1%

10Y implied EPS CAGR

32.5%

muy exigente

EPS terminal req.

$79.72

Spread vs growth

255.3%

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 +91.0%

Total return

+91.0%

Start / end P/E

196.8x → 96.6x

EPS bridge

1.23 → 4.77

Residual

-146.5%

EPS growth+287.8%
Multiple rerating-50.9%
Dividend+0.6%
Residual / FX / buybacks / cross-term-146.5%

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.