Added to YB: 2024-01-25
Pitch date: 2024-01-24
AVGO [bullish]
Broadcom Inc.
+170.75%
current return
Author Info
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Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions worldwide.
Market Cap
$1.7T
Pitch Price
$125.51
Price Target
1.4K (+296%)
Dividend
0.72%
EV/EBITDA
51.49
P/E
75.46
EV/Sales
27.37
Sector
Semiconductors and Semiconductor Equipment
Category
value
Broadcom: The AI-Driven Rally Is Far From Being Over
AVGO: Undervalued by 16% w/ strong fundamentals. Diversified in AI & digital transformation, to boom by 2030. Revenue & income growth, $14B cash, manageable debt. Stock +376% in 5yr from AI chips, still below intrinsic value. DCF shows $1,425 fair price (16% upside). Risks: VMware integration & clients in-housing chips. Strategy: organic growth & M&A. 19% 5yr dividend CAGR.
Read full article (5 min)