Both in Semiconductors
Broadcom vs Nvidia
Over the past year AVGO returned +0.6% and NVDA returned +22.9%; their daily moves had a correlation of 0.53.
AVGO +0.6% NVDA +22.9%Growth of $1, one year, split-adjusted
| Metric | AVGO | NVDA |
|---|---|---|
| Price | $346.25 | $221.30 |
| Market cap | $1.65T | $5.34T |
| Today | −3.10% | −3.16% |
| 1 month | +2.1% | +4.3% |
| 6 months | −12.7% | +11.3% |
| Year to date | 0.0% | +18.7% |
| 1 year | −2.9% | +17.5% |
| Revenue growth (YoY) | +85.5% | +105.9% |
| Gross margin | 69.1% | 75.0% |
| Net margin | 44.2% | 62.0% |
| P/E (TTM) | 43.2× | 27.7× |
| Price / sales | 18.5× | 17.6× |
| Net cash | -$35.44B | $66.00B |
| Dividend yield | 0.75% | 0.45% |
| Volatility (60d) | 37.4% | 36.6% |
| Short % of float | 1.2% | 1.3% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).