Semiconductors: Custom AI ASIC Accelerators vs Mobile Wireless

AVGO vs QCOM: Head-to-Head Comparison

Comparing quantitative economic moats, Forward P/E multiples, balance sheet liquidity, and institutional 13F whale conviction.

AVG
AVGO 🇺🇸
Broadcom Inc.
$361.99
+0.32%
MOAT SCORE ⚡ 55.0/100
View Full 12-Point AVGO Audit →
VS
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QCO
QCOM 🇺🇸
QUALCOMM Incorporated
$164.19
+0.00%
MOAT SCORE ⚡ 84.0/100
View Full 12-Point QCOM Audit →

📊 Quantitative Fundamental Matchup

Fundamental Metric AVGO (Broadcom Inc.) QCOM (QUALCOMM Incorporated) Advantage
Moat Score™ (0-100) ⚡ 55.0 ⚡ 84.0 QCOM (+29.0 pts)
Market Capitalization $1.7T $175.4B -
Forward P/E Ratio 31.1x 15.6x QCOM (Cheaper Multiple)
Trailing P/E Ratio 46.1x 18.8x -
Gross Profit Margin 75.5% 54.2% AVGO (Higher Pricing Power)
YoY Revenue Growth +85.5% +-4.0% AVGO
Free Cash Flow $30.6B $10.2B -
Superinvestor 13F Backing None Tracked None Tracked -

🏆 The MoatPicks Verdict: QCOM Wins on Fundamentals

Based on our 12-point quantitative audit, QCOM (QUALCOMM Incorporated) achieves an overall Moat Score of 84.0/100 compared to 55.0/100 for AVGO. QCOM demonstrates superior capital allocation efficiency, wider gross margins, and stronger defensive economic moat characteristics in the Semiconductors sector.

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