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AVGO vs NAVN

AVGO
Broadcom Inc.
NEUTRAL
Price
$350.63
Market Cap
$1.66T
Sector
Technology
AI Confidence
85%
NAVN
Navan, Inc.
NEUTRAL
Price
$13.85
Market Cap
$3.47B
Sector
Technology
AI Confidence
75%

Valuation

P/E Ratio
AVGO
68.48
NAVN
--
Forward P/E
AVGO
19.65
NAVN
68.1
P/B Ratio
AVGO
20.79
NAVN
2.86
P/S Ratio
AVGO
24.35
NAVN
4.95
EV/EBITDA
AVGO
46.0
NAVN
-20.27

Profitability

Gross Margin
AVGO
76.73%
NAVN
71.27%
Operating Margin
AVGO
44.94%
NAVN
-45.71%
Profit Margin
AVGO
36.57%
NAVN
-56.68%
ROE
AVGO
33.37%
NAVN
-60.2%
ROA
AVGO
10.66%
NAVN
-8.45%

Growth

Revenue Growth
AVGO
29.5%
NAVN
34.8%
Earnings Growth
AVGO
31.6%
NAVN
--

Financial Health

Debt/Equity
AVGO
0.83
NAVN
0.14
Current Ratio
AVGO
1.9
NAVN
4.07
Quick Ratio
AVGO
1.67
NAVN
3.64

Dividends

Dividend Yield
AVGO
0.74%
NAVN
--
Payout Ratio
AVGO
47.17%
NAVN
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)
NAVN NEUTRAL

NAVN presents a contradictory profile with a stable Piotroski F-Score of 5/9 and strong liquidity, yet suffers from deep operational losses. While the company maintains a healthy balance sheet with a Current Ratio of 4.07 and low debt, its profit margin of -56.68% indicates a high burn rate. There is a significant divergence between the 'Strong Buy' analyst consensus and the bearish insider activity, where the CEO, CFO, and CTO have all recently sold shares. The recent 57.2% one-month price surge suggests a momentum shift, but fundamental profitability remains elusive.

Strengths
Strong Gross Margin of 71.27% indicating a scalable core product
Excellent liquidity with a Current Ratio of 4.07 and Quick Ratio of 3.64
Very low leverage with a Debt/Equity ratio of 0.14
Risks
Severe lack of profitability with a -56.68% profit margin
Bearish insider sentiment with C-suite executives (CEO, CFO, CTO) selling
High valuation risk reflected in a Forward P/E of 68.10

Compare Another Pair

AVGO vs NAVN: Head-to-Head Comparison

This page compares Broadcom Inc. (AVGO) and Navan, Inc. (NAVN) 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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