Broadcom operates at the confluence of the semiconductor and software stacks. It designs high-performance networking and storage silicon (S-P3) essential for data centers and custom AI accelerators, complemented by its vast infrastructure software portfolio (VMWare) which secures high-margin recurring revenue.
Broadcom is fundamentally a digital infrastructure gatekeeper, leveraging its dominance in custom silicon (ASICs) and high-value networking chips to aggressively monetize the C2 AI CapEx cycle. The integrated VMWare platform locks in enterprise infrastructure spend, reinforcing its defensive moat. The TTM Rule of 40 remains exceptional at 63.63%, supported by a staggering 44.03% FCF Margin, indicating superior execution and pricing power even amid high R&D intensity (19.12%). The sequential revenue growth of +6.32% confirms strong cyclical momentum driven by hyperscaler adoption.
| Market Cap | None |
| PE Ratio (TTM) | None |
| Revenue (TTM) | None |
| Profit Margin | None |
| 52 Week High | None |
| 52 Week Low | None |
| Price | 419.11 |
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Growth vs Discount Rate
| 12% | 9% | 7% | |
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| High | -- | -- | -- |
| Base | -- | -- | -- |
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β Undervalued β Overvalued
| Year | Revenue | Margin | FCF | PV of FCF |
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| Terminal Value (PV) | -- | |||
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| Equity Value (EV + Cash - Debt) | -- | |||
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