Quick verdict: AVGO vs GOOGL in 2026

Broadcom (AVGO) currently holds a slight overall edge over Alphabet (GOOGL) based on several key metrics, particularly in growth and analyst sentiment. AVGO leads as the growth leader with higher year-over-year revenue growth, while GOOGL stands out as the value leader due to its more attractive valuation ratios. GOOGL maintains a marginal lead in net margins, but AVGO has superior gross and EBITDA margins, making profitability a nuanced comparison. Analysts show a slightly stronger preference for AVGO, and it also presents greater potential upside according to consensus price targets. Not investment advice.

AVGO vs GOOGL: key metrics side by side

Full side-by-side comparison of AVGO and GOOGL across valuation, profitability, growth and analyst sentiment. Data updated 2026-04-29.

AVGO vs GOOGL valuation comparison

When assessing the AVGO vs GOOGL valuation, Alphabet (GOOGL) appears to be the more attractively valued stock based on traditional multiples. GOOGL trades at a P/E ratio of 26.43x, significantly lower than Broadcom’s (AVGO) P/E of 76.98x. This considerable difference suggests that investors are paying a much higher premium for each dollar of AVGO’s earnings compared to GOOGL. Similarly, on a price-to-book (P/B) basis, GOOGL’s 8.84x is substantially lower than AVGO’s 24.07x, further indicating a more conservative valuation for Alphabet relative to its asset base.

While both stocks show a negative upside according to their Discounted Cash Flow (DCF) models, implying they are currently trading above their intrinsic values as per these models, AVGO’s DCF of -$242.16 represents a -40.3% deviation, meaning its current price is approximately 40.3% above its DCF fair value. In contrast, GOOGL’s DCF of -$151.73 indicates a more significant -56.6% deviation, suggesting its price is 56.6% above its calculated fair value. This means that while both are considered overvalued by their respective DCF models, AVGO is less overvalued by this specific metric, even though GOOGL presents a more favorable valuation when examining P/E and P/B ratios. Investors focused on current earnings and book value would likely find GOOGL to be the cheaper stock.

AVGO vs GOOGL growth comparison

In the AVGO vs GOOGL growth comparison, Broadcom (AVGO) demonstrates stronger revenue momentum. AVGO reported a year-over-year revenue growth of an impressive +23.9%, significantly outpacing Alphabet’s (GOOGL) growth rate of +15.1%. This higher growth figure for Broadcom suggests it is expanding its market presence and revenue streams at a faster clip, potentially driven by demand in its semiconductor and enterprise software segments. Such robust revenue growth can often be a key indicator for investors seeking companies with strong upward trajectories.

Beyond top-line growth, a look at profitability margins further highlights distinct strategies. While GOOGL maintains a slightly higher net margin at 37.91% compared to AVGO’s 36.57%, Broadcom exhibits superior gross and EBITDA margins. AVGO’s gross margin stands at 67.09% versus GOOGL’s 60.37%, and its EBITDA margin is considerably higher at 57.0% compared to GOOGL’s 41.2%. This suggests that AVGO is more efficient at converting revenue into operating profit before interest, taxes, depreciation, and amortization, which could translate to more substantial earnings as it continues its high growth trajectory. For investors prioritizing growth momentum, Broadcom clearly presents stronger recent performance.

AVGO vs GOOGL profitability

Examining AVGO vs GOOGL profitability reveals a nuanced picture. Alphabet (GOOGL) records a net profit margin of 37.91%, which is slightly higher than Broadcom’s (AVGO) 36.57%. This indicates that GOOGL retains a marginally larger percentage of its revenue as profit after all expenses, including taxes. However, AVGO significantly outperforms GOOGL in terms of gross margin (67.09% vs 60.37%) and EBITDA margin (57.0% vs 41.2%), suggesting that Broadcom is more efficient at managing its cost of goods sold and operating expenses before non-cash charges.

Both companies currently report “N/A%” for Return on Equity (ROE), which means this particular metric cannot be used for direct comparison. When it comes to generating cash, their Free Cash Flow (FCF) yields are remarkably similar: AVGO with 1.51% and GOOGL with 1.52%. This close proximity suggests that both companies are generating a comparable amount of cash flow relative to their market capitalization. Despite GOOGL’s slightly higher net margin and FCF yield, AVGO’s superior gross and EBITDA margins highlight its strong operational efficiency in its core business segments, indicating robust underlying profitability before accounting for all layers of costs and capital structure.

Analyst ratings: AVGO vs GOOGL

The analyst community shows strong positive sentiment for both Broadcom (AVGO) and Alphabet (GOOGL), although AVGO appears to have a slight edge in consensus. AVGO is covered by 58 analysts, with a notable 89.7% recommending a “Buy” rating. Their consensus price target for AVGO stands at $443.72, which represents a potential upside of +9.4% from its current price of $405.45. This strong endorsement and higher target upside suggest that analysts are optimistic about Broadcom’s future performance and growth prospects within the semiconductor and infrastructure software markets.

Alphabet (GOOGL), while also enjoying strong analyst support, trails AVGO slightly in certain metrics. GOOGL is covered by a larger pool of 82 analysts, with 86.5% recommending a “Buy” rating. Their consensus price target for GOOGL is $375.52, indicating a potential upside of +7.3% from its current price of $349.94. While 86.5% buy rating is still very favorable, AVGO’s higher percentage of buy ratings and its more significant projected price target upside suggest that analysts collectively see more immediate growth potential and value appreciation in Broadcom’s stock in the current market environment.

Should I buy AVGO or GOOGL stock in 2026?

For growth-oriented investors in 2026, Broadcom (AVGO) presents a compelling case. With a revenue growth rate of +23.9% year-over-year, AVGO significantly outpaces Alphabet’s (GOOGL) +15.1%. This robust top-line expansion, combined with strong gross and EBITDA margins (67.09% and 57.0% respectively), suggests that AVGO is not only growing rapidly but also efficiently converting that growth into operating profit. Investors looking for a company with strong momentum and potential for continued expansion in its core markets might find AVGO more appealing.

Value investors, on the other hand, might lean towards Alphabet (GOOGL). GOOGL trades at a much more attractive P/E ratio of 26.43x compared to AVGO’s 76.98x, and a P/B ratio of 8.84x versus AVGO’s 24.07x. These lower multiples suggest that GOOGL’s stock is cheaper relative to its earnings and assets. While both stocks are indicated as overvalued by their DCF models, GOOGL’s traditional valuation metrics present a more accessible entry point for investors focused on value.

Regarding income, neither AVGO nor GOOGL are significant dividend plays. Broadcom (AVGO) does offer a negligible dividend yield of 0.01%, providing a token payout to shareholders. Alphabet (GOOGL), by contrast, currently offers a 0.0% dividend yield, meaning it does not pay a dividend. Therefore, for investors whose primary objective is generating regular income from their portfolio, neither stock is a suitable choice, although AVGO technically pays a dividend. This is not investment advice.

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