Compare Stocks › AVGO vs BDX
Broadcom Inc. (AVGO) vs Becton, Dickinson and Company (BDX)
AVGO
Broadcom Inc.
$319.84
VS
BDX
Becton, Dickinson and Company
$156.53
Rewards
AVGO
- ★Gross margin of 76.7% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Free cash flow has grown at a 18.2% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $97.03 of market value — management is an exceptional capital allocator.
BDX
- ★Free cash flow has grown at a 17.2% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Share count has been reduced by 21% over the past 5 years through buybacks, increasing each share's claim on earnings.
- ★Dividend yield of 2.68% with a consistent or growing payout over the past 4 years.
Risks
AVGO
- ⚠Share count has increased by 13% over the past 4 years, diluting existing shareholders.
- ⚠FCF yield of 1.7% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠6 insider sales totaling $102.2M with no purchases in the past 3 months — insiders are reducing their exposure.
BDX
- ⚠FCF yield of 5.5% suggests reasonable valuation assuming continued moderate growth.
- ⚠5 insider sales with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →AVGO
BDX
Valuation
$25.50B
Free Cash Flow
$3.11B
1.68%
FCF Yield
5.48%
62.47
Trailing P/E
25.58
18.10
Forward P/E
11.60
Quality & Moat
26.43%
ROIC
5.16%
94.91%
ROE
6.64%
76.73%
Gross Margin
46.78%
0.33
PEG Ratio
0.89
Balance Sheet Safety
1.66
Debt / Equity
0.77
N/A
Interest Coverage
N/A
0.79
Net Debt / EBITDA
3.11
0.81%
Dividend Yield
2.68%
AVGO: 6Ties: 1BDX: 5
AVGOBDX
Historical Fundamentals
Learn more →AVGO
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
BDX
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →AVGO
$97.03
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$14.50B
Δ Market Cap
+$1.41T
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
BDX
$-8.99
created per $1 retained over 3 years
Market Cap Declined
Σ Retained
$1.46B
Δ Market Cap
$-13.11B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →AVGO
8.2% Margin of Safety
Price is 8.2% below estimated fair value
Current Price: $319.84
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $348.43
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
BDX
232.2% Overvalued
Price is 232.2% above estimated fair value
Current Price: $156.53
Strongly undervalued
Strongly overvalued
Fair Value: $47.11
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →AVGO
What growth rate is the market pricing in at $320?
+24.2%
Market-Implied Owner Earnings Growth
Standard FCF implies +22.9%
The market implies +24.2% Owner Earnings growth, roughly in line with history — reasonably priced.
Standard FCF implies +22.9%, reflecting ongoing growth investment.
BDX
What growth rate is the market pricing in at $157?
+18.8%
Market-Implied Owner Earnings Growth
Standard FCF implies +10.4%
The market implies +18.8% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +10.4%, reflecting heavy growth investment.
Economic Moat Score
Learn more →AVGO
61/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with reinvestment efficiency as the key competitive advantage. Improving revenue predictability would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
BDX
67/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.
Forensic Accounting
Learn more →AVGO
-2.09
Possible Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
BDX
-2.63
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →AVGO
Insiders 2.0%Institutions 79.5%Retail & Other 18.5%
No. of Institutional Holders5,996
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
BDX
Insiders 0.4%Institutions 96.1%Retail & Other 3.5%
No. of Institutional Holders2,025
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →AVGO
0
Buys (3M)
2
Buys (12M)
Total value (12M): $1.55M
YOU HARRY L
Director
$325,129
@ $325.13 · 2025-12-18
YOU HARRY L
Director
$1.23M
@ $345.88 · 2025-09-10
Open market purchases · includes direct & indirect ownership · excludes option exercises
BDX
0
Buys (3M)
1
Buys (12M)
Total value (12M): $1.01M
HAYES GREGORY J
Director
$1.01M
@ $191.57 · 2025-08-11
HENDERSON JEFFREY WILLIAM
Director
$350,430
@ $233.62 · 2025-02-10
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →AVGO
6
Sells (3M)
28
Sells (12M)
Total value (12M): $206.93M
VELAGA S. RAM
Officer
$20.82M
@ $323.38 · 2026-03-17
BRAZEAL MARK DAVID
Officer
$27.06M
@ $323.39 · 2026-03-17
BRAZEAL MARK DAVID
Officer
$10.41M
@ $347.12 · 2026-01-06
TAN HOCK E
Chief Executive Officer
$24.31M
@ $347.30 · 2026-01-06
SPEARS KIRSTEN MARGRETA
Chief Financial Officer
$10.43M
@ $347.82 · 2025-12-31
BRAZEAL MARK DAVID
Officer
$9.13M
@ $352.07 · 2025-12-26
KAWWAS CHARLIE B
Officer
$1.05M
@ $332.95 · 2025-12-17
SPEARS KIRSTEN MARGRETA
Chief Financial Officer
$2.03M
@ $332.91 · 2025-12-17
BRAZEAL MARK DAVID
Officer
$12.54M
@ $327.65 · 2025-12-17
BRAZEAL MARK DAVID
Officer
$8.36M
@ $340.91 · 2025-12-16
PAGE JUSTINE F.
Director
$289,512
@ $361.89 · 2025-12-15
PAGE JUSTINE F.
Director
$264,912
@ $331.14 · 2025-11-14
PAGE JUSTINE F.
Director
$280,120
@ $350.15 · 2025-10-14
KAWWAS CHARLIE B
Officer
$2.26M
@ $352.74 · 2025-09-17
BRAZEAL MARK DAVID
Officer
$9.59M
@ $352.61 · 2025-09-17
PAGE JUSTINE F.
Director
$288,000
@ $360.00 · 2025-09-15
PAGE JUSTINE F.
Director
$245,968
@ $307.46 · 2025-08-14
PAGE JUSTINE F.
Director
$219,440
@ $274.30 · 2025-07-14
DELLY GAYLA J
Director
$795,390
@ $265.13 · 2025-06-26
TAN HOCK E
Chief Executive Officer
$10.73M
@ $268.29 · 2025-06-26
SPEARS KIRSTEN MARGRETA
Chief Financial Officer
$9.50M
@ $261.27 · 2025-06-24
BRAZEAL MARK DAVID
Officer
$13.11M
@ $262.10 · 2025-06-24
BRAZEAL MARK DAVID
Officer
$12.66M
@ $253.28 · 2025-06-23
SPEARS KIRSTEN MARGRETA
Chief Financial Officer
$14.18M
@ $251.75 · 2025-06-18
PAGE JUSTINE F.
Director
$200,280
@ $250.35 · 2025-06-16
PAGE JUSTINE F.
Director
$184,152
@ $230.19 · 2025-05-14
PAGE JUSTINE F.
Director
$148,000
@ $185.00 · 2025-04-14
BRAZEAL MARK DAVID
Officer
$5.84M
@ $194.65 · 2025-03-24
LOW CHECK KIAN
Director
$11.30M
@ $235.35 · 2025-01-06
BRAZEAL MARK DAVID
Officer
$4.82M
@ $238.79 · 2024-12-24
TAN HOCK E
Chief Executive Officer
$10.80M
@ $239.96 · 2024-12-24
BRYANT DIANE M
Director
$3.40M
@ $226.68 · 2024-12-23
SPEARS KIRSTEN MARGRETA
Chief Financial Officer
$2.89M
@ $229.62 · 2024-12-20
YOU HARRY L
Director
$1.57M
@ $240.00 · 2024-12-17
BRAZEAL MARK DAVID
Officer
$3.43M
@ $181.45 · 2024-10-11
BRAZEAL MARK DAVID
Officer
$3.46M
@ $182.88 · 2024-10-09
BRAZEAL MARK DAVID
Officer
$3.59M
@ $177.10 · 2024-10-07
DELLY GAYLA J
Director
$130,898
@ $174.53 · 2024-09-25
PAGE JUSTINE F.
Director
$444,566
@ $1750.26 · 2024-06-20
PAGE JUSTINE F.
Director
$561,600
@ $1800.00 · 2024-06-17
BRAZEAL MARK DAVID
Officer
$3.29M
@ $1316.46 · 2024-04-10
PAGE JUSTINE F.
Director
$145,530
@ $1323.00 · 2024-04-10
SPEARS KIRSTEN MARGRETA
Chief Financial Officer
$4.03M
@ $1343.14 · 2024-04-05
BRAZEAL MARK DAVID
Officer
$3.42M
@ $1367.52 · 2024-04-03
TAN HOCK E
Chief Executive Officer
$2.62M
@ $1312.25 · 2024-04-02
BRAZEAL MARK DAVID
Officer
$3.30M
@ $1318.98 · 2024-03-28
KAWWAS CHARLIE B
Officer
$6.72M
@ $1344.00 · 2024-03-25
BRAZEAL MARK DAVID
Officer
$3.38M
@ $1352.35 · 2024-03-25
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
BDX
5
Sells (3M)
16
Sells (12M)
Total value (12M): $1.61M
FELD MICHAEL
Officer
$13,638
@ $181.84 · 2026-02-26
SCOTT BERTRAM LEE
Director
$174,027
@ $182.61 · 2026-02-18
FELD MICHAEL
Officer
$15,205
@ $202.73 · 2026-01-26
GARRISON MICHAEL DAVID
Officer
$334,005
@ $207.46 · 2026-01-15
FELD MICHAEL
Officer
$14,510
@ $196.08 · 2025-12-26
GARRISON MICHAEL DAVID
Officer
$123,303
@ $196.03 · 2025-12-17
FELD MICHAEL
Officer
$14,502
@ $193.36 · 2025-12-01
SCOTT BERTRAM LEE
Director
$38,318
@ $176.58 · 2025-11-07
FELD MICHAEL
Officer
$10,603
@ $186.02 · 2025-10-27
FELD MICHAEL
Officer
$10,500
@ $181.03 · 2025-09-26
FRASER CLAIRE
Director
$171,938
@ $187.50 · 2025-09-10
FELD MICHAEL
Officer
$11,285
@ $197.98 · 2025-08-22
FRASER CLAIRE
Director
$165,955
@ $192.30 · 2025-08-08
GARRISON MICHAEL DAVID
Officer
$213,645
@ $180.29 · 2025-07-18
SHAN DAVID
Officer
$199,608
@ $171.19 · 2025-06-02
GARRISON MICHAEL DAVID
Officer
$94,497
@ $197.28 · 2025-04-09
BYRD RICHARD
Officer
$105,570
@ $230.00 · 2025-03-18
BYRD RICHARD
Officer
$436,325
@ $224.91 · 2025-03-12
SCOTT BERTRAM LEE
Director
$159,593
@ $227.99 · 2025-02-12
SHAN DAVID
Officer
$120,000
@ $240.00 · 2025-01-21
NEAL SHANA CAROL
Officer
$188,880
@ $240.00 · 2025-01-21
GARRISON MICHAEL DAVID
Officer
$141,196
@ $236.51 · 2025-01-17
NEAL SHANA CAROL
Officer
$185,180
@ $235.00 · 2025-01-07
GARRISON MICHAEL DAVID
Officer
$633,811
@ $223.33 · 2024-12-19
GOETTE ROLAND
Officer
$1.13M
@ $220.76 · 2024-12-09
NEAL SHANA CAROL
Officer
$220,490
@ $220.49 · 2024-12-06
SHAN DAVID
Officer
$330,375
@ $220.25 · 2024-12-05
SPOEREL THOMAS J.
Officer
$71,793
@ $239.31 · 2024-06-10
GOETTE ROLAND
Officer
$781,224
@ $236.73 · 2024-05-15
GOETTE ROLAND
Officer
$781,121
@ $236.70 · 2024-05-13
GARRISON MICHAEL DAVID
Officer
$399,269
@ $232.81 · 2024-04-30
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →AVGO
😐Neutral(51/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
BDX
😐Neutral(41/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →AVGO
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (51)
BDX
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (41)