vs
GOOGL
Updated 2026-07-24
Broadcom Inc. (AVGO) vs Alphabet Inc. (GOOGL): Stock Comparison 2026
How this AVGO vs GOOGL comparison is calculated
All metrics are based on trailing twelve months (TTM) financial data, consensus analyst estimates, and standardized valuation ratios. Data is sourced from Financial Modeling Prep and SEC EDGAR. Figures are normalized to ensure a fair comparison between Broadcom Inc. and Alphabet Inc.. Analyst price targets and ratings are aggregated from Wall Street consensus as of 2026-07-24.
Quick verdict: Broadcom Inc. vs Alphabet Inc. in 2026
Broadcom Inc. currently showcases superior revenue expansion, marking it as a strong contender for growth-oriented portfolios, while Alphabet Inc. presents a more appealing valuation perspective based on its earnings multiple. GOOGL demonstrates significantly higher net and EBITDA margins, indicating robust operational efficiency, yet AVGO garners a slightly better “Buy” rating percentage from analysts. Ultimately, Alphabet Inc. offers slightly greater implied upside according to analyst price targets, though both are deemed “Buy” by the broader Wall Street community. Not investment advice.
Best for Value: GOOGL
Best for Income: AVGO
Broadcom Inc. vs Alphabet Inc.: key metrics side by side
A full side-by-side look at Broadcom Inc. (AVGO) and Alphabet Inc. (GOOGL) across earnings multiples, profitability, revenue momentum, and analyst sentiment — data updated 2026-07-24.
| Metric | AVGO | GOOGL |
|---|---|---|
| Revenue (TTM) | $63.89B | $402.96B |
| Revenue growth YoY | 23.9% AVGO wins | 15.1% |
| Gross margin | 66.96% AVGO wins | 60.9% |
| Net margin | 38.85% | 54.76% GOOGL wins |
| EBITDA margin | 55.69% | 73.05% GOOGL wins |
| ROE | N/A% | N/A% |
| FCF yield | 1.79% AVGO wins | 1.38% |
| P/E ratio | 62.02x | 15.8x GOOGL wins |
| P/B ratio | 20.78x | 6.04x GOOGL wins |
| Debt / equity | 0.74x | 0.18x GOOGL wins |
| Dividend yield | 0.01% AVGO wins | 0.0% |
| Buy rating % | 86.4% | 85.5% |
| Analyst consensus | Buy | Buy |
| Price target upside | +30.1% | +33.2% GOOGL wins |
| DCF upside | -51.2% AVGO wins | -60.5% |
| FMP rating | B | B+ |
Relative valuation: AVGO vs GOOGL
In a head-to-head comparison of market appraisals, Alphabet Inc. emerges with a distinctly more attractive valuation profile when examining traditional metrics. GOOGL shares trade at an earnings multiple of just 15.8x, a substantial discount compared to Broadcom Inc.’s considerably higher price-to-earnings ratio of 62.02x. This significant price-to-earnings gap suggests that investors are currently paying a much lower premium for Alphabet Inc.’s earnings power based on current consensus data. Similarly, when considering the price-to-book ratio, GOOGL also appears to offer more value, standing at 6.04x against AVGO’s elevated 20.78x, indicating a more conservative market assessment of Alphabet Inc.’s asset base.
However, a deeper dive into discounted cash flow (DCF) models reveals a nuanced picture. While both companies show a substantial negative implied upside, indicating overvaluation by this specific method, Broadcom Inc.’s DCF valuation suggests a -51.2% divergence from its current share price, which is less severe than Alphabet Inc.’s -60.5%. This indicates that while GOOGL boasts more appealing earnings and book multiples, AVGO appears relatively less overvalued when assessed through a future cash flow perspective, although both are priced well above their intrinsic DCF values. An investor seeking a fundamental discount on current earnings might lean towards GOOGL, but neither offers a positive DCF upside at present.
Revenue momentum: Broadcom Inc. vs Alphabet Inc.
When assessing topline expansion, Broadcom Inc. exhibits a stronger growth trajectory compared to Alphabet Inc. AVGO posted an impressive year-over-year revenue growth of 23.9%, demonstrating robust market penetration and demand for its diverse semiconductor and enterprise software offerings. This signifies a dynamic expansion phase for Broadcom Inc., which could appeal to investors prioritising rapid company scaling and increasing market share.
Alphabet Inc., while a colossal entity, reported a revenue growth rate of 15.1% for the same period. While respectable for a company of GOOGL’s immense scale, it trails the expansion rate seen at Broadcom Inc. However, when we look at operational efficiency, Alphabet Inc. commands a superior EBITDA margin of 73.05% against AVGO’s 55.69%. This suggests that GOOGL is remarkably adept at converting its revenue into core operating profit, despite a slightly slower topline increase. This gap in revenue growth may not persist indefinitely as market conditions evolve and both companies continue to innovate within their respective high-growth technology sectors.
Profitability and cash generation: AVGO vs GOOGL
Turning our attention to profitability and how effectively each enterprise converts revenue into actual earnings, Alphabet Inc. clearly holds an edge in terms of margins. GOOGL recorded a stellar net margin of 54.76%, showcasing its dominant position and cost-efficient operations across its vast digital ecosystem. This robust profitability indicates Alphabet Inc.’s ability to retain a significant portion of its revenue as profit, a hallmark of a mature and highly successful technology giant.
Broadcom Inc., while also highly profitable, reports a net margin of 38.85%. While this is a strong performance, it falls behind Alphabet Inc.’s exceptional figure. Both companies have an N/A% for Return on Equity (ROE), preventing a direct comparison on this specific measure of shareholder returns. However, in terms of free cash flow yield, AVGO surpasses GOOGL, delivering 1.79% compared to Alphabet Inc.’s 1.38%. This higher free cash flow yield implies that Broadcom Inc. generates more cash relative to its market price, which can be attractive for investors focused on cash conversion and financial flexibility. This indicates AVGO’s strong capacity to generate cash from its operations, making it a compelling consideration for those valuing cash-generating potential.
Wall Street view: Broadcom Inc. vs Alphabet Inc. analyst ratings
Analyst sentiment provides a crucial lens into how market experts view the future prospects of these tech giants. Broadcom Inc. enjoys a strong endorsement from the analyst community, with 86.4% recommending a ‘Buy’ for AVGO shares. The consensus price target for Broadcom Inc. stands at $499.4, suggesting a potential upside of +30.1% from its current trading price.
Alphabet Inc. also receives a very positive reception from Wall Street, with 85.5% of analysts issuing a ‘Buy’ rating for GOOGL. The average price target for Alphabet Inc. is set at $423.44, implying a slightly higher potential appreciation of +33.2%. While both companies are overwhelmingly favored by analysts, Alphabet Inc. appears to offer marginally greater upside potential according to these projections. It is important to note that these price targets may vary depending on future estimate revisions and shifts in market sentiment, but currently, both enjoy a robust ‘Buy’ consensus.
Which investor profile fits AVGO vs GOOGL?
For a growth-oriented investor, Broadcom Inc. (AVGO) appears to present a more compelling narrative based on its recent performance. With an impressive year-over-year revenue growth of 23.9%, Broadcom Inc. demonstrates a stronger momentum in expanding its top line compared to Alphabet Inc.’s 15.1%. This rapid expansion signals a dynamic company actively capturing market share and innovating within its specialized segments, making AVGO potentially more appealing to those seeking accelerated business growth and market disruption.
Conversely, a value investor might find Alphabet Inc. (GOOGL) to be the more attractive proposition. GOOGL trades at a considerably lower earnings multiple of 15.8x, starkly contrasting with AVGO’s 62.02x. Furthermore, Alphabet Inc.’s price-to-book ratio of 6.04x is significantly more appealing than Broadcom Inc.’s 20.78x. While both companies indicate an overvaluation based on their discounted cash flow (DCF) models (AVGO at -51.2% and GOOGL at -60.5%), the traditional valuation metrics suggest that investors are paying a far smaller premium for Alphabet Inc.’s current earnings and assets. This fundamental divergence points towards GOOGL offering a more conservative entry point for value-focused portfolios.
Regarding income-focused investors, neither Broadcom Inc. nor Alphabet Inc. stands out as a primary choice for substantial dividend income. AVGO offers a minimal dividend yield of 0.01%, while GOOGL currently provides no dividend yield (0.0%). Therefore, investors prioritizing regular cash distributions from their equity holdings would likely need to look elsewhere. For those considering capital appreciation over income, both technology giants remain relevant, but their negligible dividend payouts mean they are not suited for a portfolio built on consistent cash flow. This is not investment advice. Always do your own research.
Alert Invest · Free Newsletter
Get alerts when top investors buy a stock!
Track institutional moves and analyst changes for Broadcom Inc. and Alphabet Inc.. Free, every week.
- Institutional & insider moves
- Analyst upgrades & downgrades
- 100% free — unsubscribe anytime
For informational purposes only. Not investment advice. Data sourced from Financial Modeling Prep and SEC EDGAR. Always conduct your own research before making investment decisions.
