COMP <GO>
AVGO vs MSFT // RETURN ON INVESTED CAPITAL (ROIC)
Broadcom Inc. (NASDAQ) VS. Microsoft Corporation (NASDAQ) • 15-METRIC TALLY: AVGO 10
— MSFT 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MSFT
LAST: $326.08 (-5.48%) • MKT CAP: $1.55T
roic
24.73%
LAST: $521.91 (-1.55%) • MKT CAP: $3.88T
roic
26.54%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AVGO VS. MSFT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AVGO | MSFT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 68.77% | 67.66% | +1.11 | AVGO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 24.73% | 26.54% | -1.81 | MSFT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 34.1x | 19.9x | +14.20 | MSFT | /valuation <GO> |
| Free Cash Flow Yield | 2.55% | 1.55% | +1.00 | AVGO | /fcf-yield <GO> |
| Operating Margin | 48.05% | 47.10% | +0.95 | AVGO | /operating-margins <GO> |
| Net Profit Margin | 42.94% | 41.17% | +1.77 | AVGO | /net-margins <GO> |
| Revenue Growth (YoY) | 48.69% | 17.91% | +30.78 | AVGO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.80% | 0.70% | +0.10 | AVGO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 12.08 | 9.36 | +2.72 | AVGO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | AVGO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 8.98% | 5.74% | +3.24 | MSFT | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.8 | 49.0 | -8.26 | MSFT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.82 | 1.14 | +0.68 | AVGO | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.0x | 24.2x | -5.18 | AVGO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.55T | $3.88T | -$2.33T | MSFT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AVGO REV | MSFT REV | AVGO GROSS % | MSFT GROSS % | AVGO FCF | MSFT FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $331.84B | — | 67.9% | — | $66.99B |
| FY 2025 | $63.89B | $281.72B | 67.8% | 68.8% | $26.91B | $71.61B |
| FY 2024 | $51.57B | $245.12B | 63.0% | 69.8% | $19.41B | $74.07B |
| FY 2023 | $35.82B | $211.91B | 68.9% | 68.9% | $17.63B | $59.48B |
| FY 2022 | $33.20B | $198.27B | 66.5% | 68.4% | $16.31B | $65.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AVGO // BETA 1.82
MSFT // BETA 1.14