AVGO vs. SMCI: Broadcom vs. Super Micro Computer Stock Comparison
How do Broadcom (AVGO) and Super Micro Computer (SMCI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Broadcom (AVGO) and Super Micro Computer (SMCI) share the Information Technology sector but sit in different industry groups — AVGO in Semiconductors & Semiconductor Equipment and SMCI in Technology Hardware & Equipment.
| Profile Item | AVGO | SMCI |
|---|---|---|
| Name | Broadcom Inc. | Super Micro Computer Inc. |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Semiconductors & Semiconductor Equipment | Technology Hardware & Equipment |
| GICS Industry | Semiconductors & Semiconductor Equipment | Technology Hardware, Storage & Peripherals |
| GICS Sub-Industry | Semiconductors | Technology Hardware, Storage & Peripherals |
| Market Capitalization | 1,401.97 billion USD | 18.96 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | August 6, 2009 | March 29, 2007 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | AVGO | SMCI |
|---|---|---|
| Total Return (1Y) | -8.02% | -26.81% |
| Total Return (3Y, Annualized) | 53.49% | 3.18% |
| Total Return (5Y, Annualized) | 44.26% | 45.36% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | AVGO | SMCI |
|---|---|---|
| Volatility (1Y, Annualized) | 48.06% | 93.09% |
| Beta (5Y) | 1.50 | 2.21 |
| Max Drawdown (5Y) | -41.15% | -84.84% |
| Avg. Volume (3M) | 23.75M | 43.55M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | AVGO | SMCI |
|---|---|---|
| Sharpe Ratio (1Y) | -0.26 | -0.33 |
| Sortino Ratio (1Y) | -0.35 | -0.48 |
Profitability
ROE (TTM)
Both Broadcom (AVGO) at 44.25% and Super Micro Computer (SMCI) at 32.37% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.
AVGO
Semiconductors & Semiconductor Equipment industry group
44.25%
- Max
- 52.82%
- AVGO
- 44.25%
- Q3
- 22.26%
- Median
- 10.58%
- Q1
- 1.29%
- Min
- -16.89%
SMCI
Technology Hardware & Equipment industry group
32.37%
- Max
- 42.47%
- SMCI
- 32.37%
- Q3
- 19.13%
- Median
- 11.00%
- Q1
- 1.63%
- Min
- -20.62%
Net Margin (TTM)
Broadcom (AVGO) at 42.94% retains a top-quartile share of revenue as profit, ahead of Super Micro Computer (SMCI) at 6.77%, which keeps about the industry-typical share.
AVGO
Semiconductors & Semiconductor Equipment industry group
42.94%
- Max
- 63.80%
- AVGO
- 42.94%
- Q3
- 28.36%
- Median
- 11.44%
- Q1
- 0.90%
- Min
- -37.77%
SMCI
Technology Hardware & Equipment industry group
6.77%
- Max
- 27.60%
- Q3
- 11.66%
- SMCI
- 6.77%
- Median
- 4.08%
- Q1
- 0.00%
- Min
- -11.02%
Operating Margin (TTM)
Broadcom (AVGO) at 54.31% operates in the top operating margin quartile, ahead of Super Micro Computer (SMCI) at 10.35%, which runs around its industry’s norm.
AVGO
Semiconductors & Semiconductor Equipment industry group
54.31%
- Max
- 58.66%
- AVGO
- 54.31%
- Q3
- 30.23%
- Median
- 15.91%
- Q1
- 7.54%
- Min
- -25.74%
SMCI
Technology Hardware & Equipment industry group
10.35%
- Max
- 36.27%
- Q3
- 18.36%
- SMCI
- 10.35%
- Median
- 8.84%
- Q1
- 1.46%
- Min
- -21.39%
Profitability Metrics
| Metric | AVGO | SMCI |
|---|---|---|
| ROE (TTM) | 44.25% | 32.37% |
| ROA (TTM) | 15.37% | 11.61% |
| Net Margin (TTM) | 42.94% | 6.77% |
| Operating Margin (TTM) | 54.31% | 10.35% |
| Gross Margin (TTM) | 75.52% | 11.67% |
Growth
Revenue Growth
Super Micro Computer (SMCI) at 77.79% clears its industry range for revenue growth, far stronger top-line momentum than Broadcom (AVGO) at 23.87%, which is closer to a typical peer reading.
EPS Growth
Both companies show strong earnings momentum, but Broadcom (AVGO) at 287.80% is the standout with EPS growth above its industry range; Super Micro Computer (SMCI) at 94.05% also sits in the top quartile.
Growth Metrics
| Metric | AVGO | SMCI |
|---|---|---|
| Revenue Growth (YoY) | 23.87% | 77.79% |
| Revenue Growth (3Y CAGR) | 24.38% | 76.34% |
| EPS Growth (YoY) | 287.80% | 94.05% |
| EPS Growth (3Y CAGR) | 21.60% | 41.82% |
Financial Strength
Current Ratio (MRQ)
Broadcom (AVGO) at 2.50 keeps current ratio within its industry’s typical mid-range, while Super Micro Computer (SMCI) at 3.02 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
AVGO
Semiconductors & Semiconductor Equipment industry group
2.50
- Max
- 10.33
- Q3
- 5.62
- Median
- 3.33
- AVGO
- 2.50
- Q1
- 2.35
- Min
- 1.03
SMCI
Technology Hardware & Equipment industry group
3.02
- Max
- 5.34
- SMCI
- 3.02
- Q3
- 3.02
- Median
- 1.95
- Q1
- 1.32
- Min
- 0.17
Debt / Equity (MRQ)
Both Broadcom (AVGO) at 0.60 and Super Micro Computer (SMCI) at 0.57 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
AVGO
Semiconductors & Semiconductor Equipment industry group
0.60
- Max
- 1.46
- Q3
- 0.65
- AVGO
- 0.60
- Median
- 0.27
- Q1
- 0.04
- Min
- 0.00
SMCI
Technology Hardware & Equipment industry group
0.57
- Max
- 1.76
- Q3
- 0.78
- SMCI
- 0.57
- Median
- 0.24
- Q1
- 0.04
- Min
- 0.01
Financial Strength Metrics
| Metric | AVGO | SMCI |
|---|---|---|
| Current Ratio (MRQ) | 2.50 | 3.02 |
| Debt / Equity (MRQ) | 0.60 | 0.57 |
| Net Debt / EBITDA | 0.68 | 0.50 |
Dividends
Dividend Yield (TTM)
Super Micro Computer (SMCI) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Broadcom (AVGO) reports a yield of 0.89%, ranking against industry peers normally.
AVGO
Semiconductors & Semiconductor Equipment industry group
0.89%
- Max
- 1.37%
- AVGO
- 0.89%
- Q3
- 0.65%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
SMCI
Technology Hardware & Equipment industry group
0.00%
- Max
- 0.73%
- Q3
- 0.31%
- SMCI
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Super Micro Computer (SMCI) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Broadcom (AVGO) reports a payout of 32.44%, ranking against industry peers normally.
AVGO
Semiconductors & Semiconductor Equipment industry group
32.44%
- Max
- 49.64%
- AVGO
- 32.44%
- Q3
- 21.71%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
SMCI
Technology Hardware & Equipment industry group
0.00%
- Max
- 32.27%
- Q3
- 14.48%
- SMCI
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | AVGO | SMCI |
|---|---|---|
| Dividend Yield (TTM) | 0.89% | 0.00% |
| Dividend Payout Ratio (TTM) | 32.44% | 0.00% |
Valuation
P/E Ratio (TTM)
Super Micro Computer (SMCI) at 6.07 sits in the cheaper P/E ratio quartile, while Broadcom (AVGO) at 37.51 is closer to its industry’s usual earnings multiple — a discount for SMCI, though growth and earnings durability still matter.
AVGO
Semiconductors & Semiconductor Equipment industry group
37.51
- Max
- 110.34
- Q3
- 66.81
- AVGO
- 37.51
- Median
- 37.02
- Q1
- 23.96
- Min
- 8.12
SMCI
Technology Hardware & Equipment industry group
6.07
- Max
- 69.48
- Q3
- 41.02
- Median
- 26.39
- Q1
- 19.36
- SMCI
- 6.07
- Min
- 6.07
P/S Ratio (TTM)
Super Micro Computer (SMCI) at 0.35 looks cheap on sales in the lower P/S ratio quartile, while Broadcom (AVGO) at 15.73 looks rich in the upper quartile — a clear gap in price per dollar of revenue.
AVGO
Semiconductors & Semiconductor Equipment industry group
15.73
- Max
- 21.42
- AVGO
- 15.73
- Q3
- 12.27
- Median
- 5.76
- Q1
- 2.73
- Min
- 0.00
SMCI
Technology Hardware & Equipment industry group
0.35
- Max
- 11.30
- Q3
- 5.82
- Median
- 2.56
- Q1
- 1.05
- SMCI
- 0.35
- Min
- 0.00
P/B Ratio (MRQ)
Super Micro Computer (SMCI) at 1.60 looks cheap against book in the lower P/B ratio quartile, while Broadcom (AVGO) at 14.06 carries a premium in the upper quartile — a clear price-to-book gap.
AVGO
Semiconductors & Semiconductor Equipment industry group
14.06
- AVGO
- 14.06
- Max
- 14.06
- Q3
- 7.44
- Median
- 4.29
- Q1
- 2.30
- Min
- 0.20
SMCI
Technology Hardware & Equipment industry group
1.60
- Max
- 10.75
- Q3
- 5.52
- Median
- 3.17
- Q1
- 1.79
- SMCI
- 1.60
- Min
- 0.33
Valuation Metrics
| Metric | AVGO | SMCI |
|---|---|---|
| P/E Ratio (TTM) | 37.51 | 6.07 |
| P/S Ratio (TTM) | 15.73 | 0.35 |
| P/B Ratio (MRQ) | 14.06 | 1.60 |
| Free Cash Flow Yield (TTM) | 2.18% | -42.54% |