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AVGO vs SAIL

AVGO
Broadcom Inc.
NEUTRAL
Price
$350.63
Market Cap
$1.66T
Sector
Technology
AI Confidence
85%
SAIL
SailPoint, Inc.
BEARISH
Price
$11.57
Market Cap
$6.52B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
AVGO
68.48
SAIL
--
Forward P/E
AVGO
19.65
SAIL
29.93
P/B Ratio
AVGO
20.79
SAIL
0.95
P/S Ratio
AVGO
24.35
SAIL
6.09
EV/EBITDA
AVGO
46.0
SAIL
-63.87

Profitability

Gross Margin
AVGO
76.73%
SAIL
64.48%
Operating Margin
AVGO
44.94%
SAIL
-13.61%
Profit Margin
AVGO
36.57%
SAIL
-25.2%
ROE
AVGO
33.37%
SAIL
-42.94%
ROA
AVGO
10.66%
SAIL
-2.55%

Growth

Revenue Growth
AVGO
29.5%
SAIL
22.7%
Earnings Growth
AVGO
31.6%
SAIL
--

Financial Health

Debt/Equity
AVGO
0.83
SAIL
0.0
Current Ratio
AVGO
1.9
SAIL
1.32
Quick Ratio
AVGO
1.67
SAIL
1.19

Dividends

Dividend Yield
AVGO
0.74%
SAIL
--
Payout Ratio
AVGO
47.17%
SAIL
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)
SAIL BEARISH

The company exhibits severe operational weakness as evidenced by a Piotroski F-Score of 2/9, placing it in the 'Weak' health category. While revenue growth remains strong at 22.7% and the balance sheet is debt-free, the company is struggling with significant negative profitability (ROE -42.94%). This fundamental instability is compounded by a 0/100 technical trend and aggressive insider selling by the CEO and CFO. Despite a 'buy' consensus from analysts, the deterministic data suggests a high-risk profile with poor internal health.

Strengths
Strong YoY revenue growth of 22.70%
Zero debt (Debt/Equity: 0.00)
Healthy gross margins of 64.48%
Risks
Critical operational health (Piotroski F-Score 2/9)
Deeply negative profit margins (-25.20%)
Strong bearish insider sentiment with C-suite selling

Compare Another Pair

AVGO vs SAIL: Head-to-Head Comparison

This page compares Broadcom Inc. (AVGO) and SailPoint, Inc. (SAIL) 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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