ARM vs AVGO
Arm Holdings plc and Broadcom, both Technology
Broadcom is the larger company at $2.0T against $469B. On trailing earnings AVGO is the cheaper of the two at a P/E of 59.3 against 296.5, a gap that is only a bargain if the two are growing at similar rates. Over the past year ARM returned +86% against +19% for AVGO. Ryufin's sector-relative Smart Score puts AVGO ahead, 8/10 against 5/10.
| Figure | ARM | AVGO |
|---|---|---|
| Last close | $252 | $357 |
| Market cap | $469B | $2.0T |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 296.5 | 59.3 |
| Dividend yield | n/a | 0.7% |
| 1-year return | +86% | +19% |
| 5-year return | n/a | +707% |
| Ryufin Smart Scoresector-relative, 1–10 | 5/10 | 8/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Arm Holdings plc
Revenue of $1.5B in Q4 2026, net income $313M.
Broadcom
Revenue of $22B in Q2 2026, net income $9.3B. Its largest reported line is Asia Pacific, 83% of the disclosed total.
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