Quick verdict: AVGO vs GOOGL in 2026

Broadcom (AVGO) demonstrates a clear operational edge and superior growth momentum, while Alphabet (GOOGL) offers a more attractive valuation for investors. AVGO is the undisputed growth leader with faster revenue expansion and higher operational margins like EBITDA. GOOGL, however, stands out as the value leader, trading at significantly lower multiples, and it also boasts a slightly better net profit margin. Both companies receive a “Buy” consensus from analysts, but AVGO garners a higher percentage of Buy ratings and implies greater upside potential to its consensus price target. 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 2026-04-30.

AVGO vs GOOGL valuation comparison

When assessing the AVGO vs GOOGL valuation, Alphabet (GOOGL) presents a distinctly more attractive picture from a traditional valuation standpoint. GOOGL trades at a Price-to-Earnings (P/E) ratio of 26.43x, which is considerably lower than Broadcom’s (AVGO) elevated P/E of 76.98x. This vast difference suggests that investors are paying a much higher premium for Broadcom’s earnings compared to Alphabet’s. Similarly, looking at the Price-to-Book (P/B) ratio, GOOGL stands at 8.84x, far below AVGO’s 24.07x, reinforcing GOOGL’s relative undervaluation or at least a more conservative market assessment.

Delving deeper into the AVGO vs GOOGL valuation using a Discounted Cash Flow (DCF) model reveals that both stocks appear overvalued, though to different degrees. AVGO’s DCF suggests an implied downside of -41.2% from its current price of $405.45, indicating its fair value could be around $238.42. In contrast, GOOGL’s DCF calculation points to an even steeper implied downside of -57.3% from its current price of $349.94, suggesting a fair value closer to $149.33. While both valuations suggest current prices exceed intrinsic value, AVGO’s indicated overvaluation is less severe than GOOGL’s according to this specific model, even though GOOGL has lower traditional multiples. For investors prioritizing value based on P/E and P/B, GOOGL is clearly the cheaper option, while the DCF model suggests AVGO is “less overvalued.”

AVGO vs GOOGL growth comparison

In terms of top-line expansion, Broadcom (AVGO) demonstrates stronger momentum in the AVGO vs GOOGL growth comparison. AVGO reported a robust year-over-year revenue growth of +23.9%, significantly outpacing Alphabet’s (GOOGL) growth rate of +15.1%. This suggests that Broadcom, with its $1.92 trillion market capitalization and $63.89 billion in TTM revenue, is currently experiencing a more rapid expansion phase, likely driven by its strategic acquisitions and strong positioning in the semiconductor and enterprise software markets. This higher growth rate could be particularly appealing to investors seeking companies with aggressive top-line momentum.

While GOOGL, with its massive $4.23 trillion market capitalization and $402.96 billion in TTM revenue, still exhibits healthy growth for a company of its scale, AVGO’s superior percentage increase points to a more dynamic growth trajectory. The technology sector is highly competitive, and sustained high growth rates are crucial for investor confidence. Although forward estimates are not explicitly provided beyond analyst targets, the current revenue growth figures suggest AVGO has stronger recent momentum. Investors prioritizing high growth and market share expansion might find AVGO’s performance more compelling in the short to medium term compared to GOOGL, which might face challenges in achieving similar percentage growth rates due to its already enormous revenue base.

AVGO vs GOOGL profitability

Examining the AVGO vs GOOGL profitability, both technology giants exhibit strong margins, but with distinct strengths. Alphabet (GOOGL) slightly edges out Broadcom (AVGO) in net margin, reporting 37.91% compared to AVGO’s 36.57%. This indicates that for every dollar of revenue, GOOGL retains a marginally higher percentage as net profit after all expenses, including taxes. However, when we look at operational efficiency, Broadcom takes a significant lead with an impressive EBITDA margin of 57.0%, substantially higher than GOOGL’s 41.2%. This suggests AVGO is exceptionally efficient at managing its operating costs before accounting for depreciation, amortization, interest, and taxes, reflecting its strong pricing power and cost control within its core businesses.

Regarding return on equity (ROE), neither company provided a figure, with both showing N/A%. This prevents a direct comparison of how efficiently each company uses shareholder equity to generate profits. However, in terms of free cash flow generation, both companies are quite similar. AVGO has a FCF yield of 1.51%, almost identical to GOOGL’s 1.52%. This indicates that both businesses are highly effective at converting their earnings into cash that can be used for dividends, share buybacks, or debt reduction. While GOOGL has a slightly better net margin, AVGO’s superior EBITDA margin showcases its excellent operational profitability, highlighting different facets of their financial health and cash generation capabilities.

Analyst ratings: AVGO vs GOOGL

From the perspective of Wall Street professionals, the analyst ratings for AVGO vs GOOGL show a strong consensus for both stocks, with a slight preference leaning towards Broadcom. Broadcom (AVGO) is covered by 58 analysts, and an impressive 89.7% of them rate the stock as a “Buy.” The consensus price target for AVGO is $443.72, suggesting an upside potential of +9.4% from its current price of $405.45. This robust endorsement indicates significant confidence in Broadcom’s future performance and its ability to deliver returns for shareholders.

Alphabet (GOOGL) also enjoys a strong positive sentiment from the analyst community, with 82 analysts covering the stock. Of these, 86.5% have a “Buy” rating, aligning with a “Buy” consensus, though slightly lower than AVGO’s percentage. The consensus price target for GOOGL is $375.52, implying a +7.3% upside from its current price of $349.94. While both companies are seen favorably, AVGO’s higher percentage of “Buy” ratings and a larger projected upside suggest analysts collectively view Broadcom as having marginally more potential or a stronger conviction for outperformance in the near to medium term compared to Alphabet, making AVGO the slightly more favored choice among the two for potential gains.

Should I buy AVGO or GOOGL stock in 2026?

Deciding whether to buy AVGO or GOOGL stock in 2026 depends heavily on your investment priorities. For growth-oriented investors, Broadcom (AVGO) appears to be the more compelling option. Its significantly higher revenue growth rate of +23.9% year-over-year, compared to GOOGL’s +15.1%, indicates stronger top-line momentum. Furthermore, AVGO exhibits superior operational efficiency with a 57.0% EBITDA margin, which translates to better earnings power before non-operating items. If your strategy revolves around identifying companies with rapid expansion and robust operational performance, AVGO could align better with your objectives.

Conversely, for value investors or those sensitive to price multiples, Alphabet (GOOGL) presents a more attractive proposition. GOOGL’s P/E ratio of 26.43x and P/B ratio of 8.84x are substantially lower than AVGO’s 76.98x P/E and 24.07x P/B. This suggests that GOOGL offers more “bang for your buck” in terms of earnings and book value per share. While the DCF analysis indicates both are currently overvalued, GOOGL’s traditional valuation metrics point to a stock that is trading at a much less aggressive multiple compared to Broadcom, potentially offering a greater margin of safety for value-focused portfolios.

When considering income generation, neither AVGO nor GOOGL are primary choices for dividend investors, as both offer negligible or no payouts. Broadcom (AVGO) currently has a minimal dividend yield of 0.01%, while Alphabet (GOOGL) has a 0.0% dividend yield. Therefore, if income from dividends is a significant factor in your decision-making, you might need to explore other investment opportunities. Ultimately, the choice between AVGO and GOOGL in 2026 boils down to a trade-off between AVGO’s stronger growth and operational efficiency versus GOOGL’s more favorable valuation multiples. This is not investment advice.

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FAQ: AVGO vs GOOGL