Broadcom Inc. (AVGO) - 5i Research

Broadcom Inc. (AVGO $371.55)
- $371.55 P/E (TTM): 78.22X Cap: $1.75T
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Broadcom Inc. (AVGO $371.55)
- $371.55 P/E (TTM): 78.22X Cap: $1.75T
- View AVGO Profile
- View Questions on AVGO
Microsoft Corporation (MSFT $370.87)
- $370.87 P/E (TTM): 23.19X Cap: $2.75T
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Q: Looking forward a few years, which of AVGO and MSFT do you think will emerge as a long term winner from the AI investment cycle and therefore be the better quality company to buy and hold today? While AVGO is clearly benefiting from the build phase of AI infrastructure, I am wondering if MSFT is more likely to be the long term winner, along with the other hyperscalers, rather than the semiconductor suppliers.

Read Answer Asked by David on April 08, 2026

Amazon.com Inc. (AMZN $238.38)
- $238.38 P/E (TTM): 33.25X Cap: $2.56T
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Broadcom Inc. (AVGO $371.55)
- $371.55 P/E (TTM): 78.22X Cap: $1.75T
- View AVGO Profile
- View Questions on AVGO
Alphabet Inc. (GOOGL $317.24)
- $317.24 P/E (TTM): 29.35X Cap: $3.83T
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Microsoft Corporation (MSFT $370.87)
- $370.87 P/E (TTM): 23.19X Cap: $2.75T
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NVIDIA Corporation (NVDA $188.63)
- $188.63 P/E (TTM): 38.5X Cap: $4.58T
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Visa Inc. (V $304.36)
- $304.36 P/E (TTM): 28.58X Cap: $583.15B
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S&P Global Inc. (SPGI $415.42)
- $415.42 P/E (TTM): 28.36X Cap: $125.92B
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Arista Networks Inc. (ANET $147.35)
- $147.35 P/E (TTM): 53.58X Cap: $185.15B
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Transdigm Group Incorporated (TDG $1,207.18)
- $1,207.18 P/E (TTM): 38.84X Cap: $68.17B
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Axon Enterprise Inc. (AXON $345.94)
- $345.94 P/E (TTM): 229.1X Cap: $27.81B
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Heico Corporation (HEI $289.17)
- $289.17 P/E (TTM): 57.15X Cap: $40.34B
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Vertiv Holdings LLC Class A (VRT $295.11)
- $295.11 P/E (TTM): 86.54X Cap: $112.90B
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Q: Our core long-term holdings - not full positions. Please advise those that could add to full positions, hold or sell or those that you would replace with better potential. Please rank.

Read Answer Asked by sam on March 30, 2026

Broadcom Inc. (AVGO $371.55)
- $371.55 P/E (TTM): 78.22X Cap: $1.75T
- View AVGO Profile
- View Questions on AVGO
Meta Platforms Inc. (META $629.86)
- $629.86 P/E (TTM): 26.81X Cap: $1.59T
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Microsoft Corporation (MSFT $370.87)
- $370.87 P/E (TTM): 23.19X Cap: $2.75T
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NVIDIA Corporation (NVDA $188.63)
- $188.63 P/E (TTM): 38.5X Cap: $4.58T
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Q: 1. what is your best metric that you use to value these 4 companies? 2.what is this metric currently? 3. what is the PEG for each company.? 4. rank in order for capital appreciation over next 3 years thanks Richard

Read Answer Asked by richard on March 30, 2026