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AVGO vs CALX

AVGO
Broadcom Inc.
NEUTRAL
Price
$350.63
Market Cap
$1.66T
Sector
Technology
AI Confidence
85%
CALX
Calix, Inc.
NEUTRAL
Price
$43.38
Market Cap
$2.77B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
AVGO
68.48
CALX
88.53
Forward P/E
AVGO
19.65
CALX
17.33
P/B Ratio
AVGO
20.79
CALX
3.39
P/S Ratio
AVGO
24.35
CALX
2.61
EV/EBITDA
AVGO
46.0
CALX
44.07

Profitability

Gross Margin
AVGO
76.73%
CALX
57.08%
Operating Margin
AVGO
44.94%
CALX
4.54%
Profit Margin
AVGO
36.57%
CALX
3.2%
ROE
AVGO
33.37%
CALX
4.5%
ROA
AVGO
10.66%
CALX
2.66%

Growth

Revenue Growth
AVGO
29.5%
CALX
27.1%
Earnings Growth
AVGO
31.6%
CALX
--

Financial Health

Debt/Equity
AVGO
0.83
CALX
0.02
Current Ratio
AVGO
1.9
CALX
3.29
Quick Ratio
AVGO
1.67
CALX
2.02

Dividends

Dividend Yield
AVGO
0.74%
CALX
--
Payout Ratio
AVGO
47.17%
CALX
0.0%

AI Verdict

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)
CALX NEUTRAL

CALX exhibits strong fundamental health with a Piotroski F-Score of 7/9 and a negligible Debt/Equity ratio of 0.02, indicating a very stable balance sheet. However, there is a severe disconnect between the current price ($43.38) and deterministic value metrics, with the Graham Number at $11.88 and Intrinsic Value at $3.43. While the Forward P/E of 17.33 suggests significant earnings growth potential, the stock is currently plagued by heavy insider selling ($54.23M) and a sharp bearish technical trend. The overall outlook is neutral as the high-quality financial health is offset by extreme valuation premiums and negative sentiment.

Strengths
Strong financial health evidenced by a Piotroski F-Score of 7/9
Exceptional liquidity with a Current Ratio of 3.29 and Quick Ratio of 2.02
Virtually debt-free balance sheet (Debt/Equity of 0.02)
Risks
Significant valuation gap compared to Graham and Intrinsic value baselines
Aggressive insider selling totaling over $54 million in the last 6 months
Strongly bearish technical momentum (down 29.2% over 6 months)

Compare Another Pair

AVGO vs CALX: Head-to-Head Comparison

This page compares Broadcom Inc. (AVGO) and Calix, Inc. (CALX) 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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