AVGO Broadcom
Intrinsic value$168.62
Price (at call)$362.66
Margin of safety
-53.5%
vs market (rating basis)
+11.9%
Model unavailable; showing baseline valuation.
⚠ LLM error: empty response; using baseline
The story
Value drivers
| Revenue growth (Y1) | 24.4% |
| Terminal growth | 3.5% |
| Forecast horizon | 10y |
| Target operating margin | 39.5% |
| Years to target margin | 5 |
| Sales-to-capital | 0.61 |
| Beta | 1.46 |
| Failure probability | 0.0% |
| Cost of capital (WACC) | 11.3% |
| Terminal WACC | 9.4% |
Valuation bridge
| PV of explicit FCFF | 259.55B |
| PV of terminal value | 594.38B |
| Equity value | 804.94B |
| ÷ shares → per share | $168.62 |
News
neutral +0.10 · 8 articles
- History Says a $1,000 Investment in Broadcom Will Be Worth This Much by 2028
- 3 Stocks That Pay Dividends and Offer AI Exposure
- NVIDIA Or Micron: Which Gets Paid More Safely For The AI Shortage?
- Prediction: This Data Center Stock Will Be the AI Supercycle's Biggest Winner -- and It's Not a Household Name
- AMD Storms Into $1 Trillion Club as Chip Stocks Charge Higher
- AMD Hits $1 Trillion Market Cap: 3 Reasons Nvidia Sat Out the AI Rally
- Broadcom Edges Higher as AI Chips Target $21.7 Billion
- Broadcom vs. Intel: Which Semiconductor Stock Is a Better Buy in 2026?
Projected free cash flow to the firm
| Yr | Revenue | Growth | Margin | NOPAT | Reinvest | FCFF | PV |
|---|---|---|---|---|---|---|---|
| 1 | 110.83B | 24.4% | 47.0% | 52.11B | 35.70B | 16.42B | 14.75B |
| 2 | 135.27B | 22.1% | 45.1% | 61.05B | 40.17B | 20.88B | 16.84B |
| 3 | 161.97B | 19.7% | 43.2% | 70.04B | 43.88B | 26.16B | 18.95B |
| 4 | 190.19B | 17.4% | 41.3% | 78.64B | 46.37B | 32.28B | 21.01B |
| 5 | 218.90B | 15.1% | 39.5% | 86.37B | 47.19B | 39.18B | 22.90B |
| 6 | 246.88B | 12.8% | 39.5% | 97.41B | 45.97B | 51.44B | 27.01B |
| 7 | 272.70B | 10.5% | 39.5% | 107.60B | 42.43B | 65.17B | 30.73B |
| 8 | 294.90B | 8.1% | 39.5% | 116.36B | 36.48B | 79.88B | 33.83B |
| 9 | 312.06B | 5.8% | 39.5% | 123.13B | 28.20B | 94.93B | 36.11B |
| 10 | 322.98B | 3.5% | 39.5% | 127.44B | 17.95B | 109.49B | 37.41B |