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AMKR vs AVGO

AMKR
Amkor Technology, Inc.
BULLISH
Price
$41.61
Market Cap
$10.29B
Sector
Technology
AI Confidence
88%
AVGO
Broadcom Inc.
NEUTRAL
Price
$350.63
Market Cap
$1.66T
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
AMKR
27.74
AVGO
68.48
Forward P/E
AMKR
18.15
AVGO
19.65
P/B Ratio
AMKR
2.3
AVGO
20.79
P/S Ratio
AMKR
1.53
AVGO
24.35
EV/EBITDA
AMKR
9.02
AVGO
46.0

Profitability

Gross Margin
AMKR
13.99%
AVGO
76.73%
Operating Margin
AMKR
9.77%
AVGO
44.94%
Profit Margin
AMKR
5.57%
AVGO
36.57%
ROE
AMKR
8.66%
AVGO
33.37%
ROA
AMKR
3.87%
AVGO
10.66%

Growth

Revenue Growth
AMKR
15.9%
AVGO
29.5%
Earnings Growth
AMKR
61.0%
AVGO
31.6%

Financial Health

Debt/Equity
AMKR
0.37
AVGO
0.83
Current Ratio
AMKR
2.27
AVGO
1.9
Quick Ratio
AMKR
1.97
AVGO
1.67

Dividends

Dividend Yield
AMKR
0.8%
AVGO
0.74%
Payout Ratio
AMKR
22.11%
AVGO
47.17%

AI Verdict

AMKR BULLISH

AMKR demonstrates strong financial health with a Piotroski F-Score of 8/9, indicating robust operational efficiency and profitability trends. The company trades at a forward P/E of 18.15, below the sector average of 77.27, suggesting relative undervaluation despite high growth expectations. Earnings growth of 61% YoY and consistent earnings beats (3/4 in last 4 quarters) reinforce its momentum. However, the absence of an Altman Z-Score and bearish insider activity (4 sales totaling $2.83M) introduce cautionary signals. The intrinsic value of $44.25 exceeds the current price of $41.61, supporting a fair value upside.

Strengths
Piotroski F-Score of 8/9 indicates strong financial health and operational efficiency
Forward P/E of 18.15 is significantly below sector average of 77.27, suggesting undervaluation
Consistent earnings growth (61% YoY) and strong Q/Q EPS growth (+35.3%) reflect robust momentum
Risks
Bearish insider sentiment with 4 sell transactions totaling $2.83M in the last 6 months
No Altman Z-Score available; inability to assess bankruptcy risk despite healthy debt/equity of 0.37
Dividend strength is weak (25/100) and yield is low (0.80%), limiting appeal to income investors
AVGO NEUTRAL

Broadcom exhibits a dichotomy between elite operational performance and poor deterministic value metrics. While the Piotroski F-Score of 4/9 indicates stable health, the stock trades at a massive premium to its Graham Number ($44.08) and Intrinsic Value ($151.04). This valuation gap is partially justified by a very attractive PEG ratio (0.68) and strong forward P/E (19.65), suggesting high growth expectations. However, aggressive insider selling by the CEO and CFO, combined with a bearish technical trend, offsets the strong analyst 'strong_buy' consensus.

Strengths
Exceptional profitability with 76.73% gross margins and 44.94% operating margins
Strong growth trajectory with ~30% YoY increases in both revenue and earnings
Impressive earnings track record with consistent beats over 25 quarters
Risks
Severe overvaluation relative to defensive fair value (Graham Number)
Strong bearish insider sentiment with 14 sell transactions and 0 buys
Technical trend is currently 0/100 (Bearish)

Compare Another Pair

AMKR vs AVGO: Head-to-Head Comparison

This page compares Amkor Technology, Inc. (AMKR) and Broadcom Inc. (AVGO) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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