Compare Stocks › AVGO vs JBL
Broadcom Inc. (AVGO) vs Jabil Inc. (JBL)
AVGO
Broadcom Inc.
$421.28
VS
JBL
Jabil Inc.
$342.47
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 $8.91 of earning power — management is an exceptional capital allocator.
JBL
- ★Jabil Inc. has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
- ★Jabil Inc. scores 83/100 on the Economic Moat Score (Wide Moat), with roic consistency as the strongest competitive dimension.
- ★Free cash flow has grown at a 63.9% CAGR over the past 4 years, demonstrating strong earnings power growth.
Risks
AVGO
- ⚠Share count has increased by 13% over the past 4 years, diluting existing shareholders.
- ⚠FCF yield of 1.3% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠PEG ratio of 2.59 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
JBL
- ⚠Gross margin of 9.0% is low, suggesting a competitive or commodity-like market with limited pricing power.
- ⚠Trailing P/E of 46.1x is 127% above the historical average of 20.3x — the stock trades at a premium to its own history.
- ⚠High leverage (3.29x debt/equity) combined with thin interest coverage (-1.0x) poses financial risk.
Key Valuation Metrics
Learn more →AVGO
JBL
Valuation
$25.50B
Free Cash Flow
$1.20B
1.28%
FCF Yield
3.33%
81.96
Trailing P/E
46.09
23.25
Forward P/E
23.51
Quality & Moat
16.61%
ROIC
20.84%
28.95%
ROE
48.70%
76.73%
Gross Margin
9.04%
2.59
PEG Ratio
0.48
Balance Sheet Safety
0.83
Debt / Equity
3.29
N/A
Interest Coverage
N/A
1.39
Net Debt / EBITDA
1.10
0.62%
Dividend Yield
0.09%
AVGO: 4Ties: 2JBL: 6
AVGOJBL
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.
JBL
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
JBL
$5.57
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$2.74B
Δ Market Cap
+$15.27B
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
22.4% Overvalued
Price is 22.4% above estimated fair value
Current Price: $421.28
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $344.16
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
JBL
58.2% Overvalued
Price is 58.2% above estimated fair value
Current Price: $342.47
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $216.43
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 $421?
+28.2%
Market-Implied Owner Earnings Growth
Standard FCF implies +26.8%
The market implies +28.2% Owner Earnings growth, roughly in line with history — reasonably priced.
Standard FCF implies +26.8%, reflecting ongoing growth investment.
JBL
What growth rate is the market pricing in at $342?
+22.5%
Market-Implied Owner Earnings Growth
Standard FCF implies +14.2%
The market implies +22.5% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +14.2%, 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.
JBL
83/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat with strength across all dimensions. ROIC Consistency is the standout factor.
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.
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.
JBL
-2.47
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 79.7%Retail & Other 18.3%
No. of Institutional Holders6,004
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.
JBL
Insiders 1.3%Institutions 98.3%Retail & Other 0.5%
No. of Institutional Holders1,319
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
JBL
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
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
8
Sells (3M)
32
Sells (12M)
Total value (12M): $256.03M
VELAGA S. RAM
Officer
$2.96M
@ $370.52 · 2026-04-10
VELAGA S. RAM
Officer
$10.64M
@ $352.08 · 2026-04-09
DELLY GAYLA J
Director
$358,310
@ $358.31 · 2026-04-09
PAGE JUSTINE F.
Director
$712,354
@ $353.00 · 2026-04-08
SPEARS KIRSTEN MARGRETA
Chief Financial Officer
$19.45M
@ $323.38 · 2026-03-17
VELAGA S. RAM
Officer
$20.82M
@ $323.38 · 2026-03-17
KAWWAS CHARLIE B
Officer
$20.97M
@ $323.39 · 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
SPEARS KIRSTEN MARGRETA
Chief Financial Officer
$2.03M
@ $332.91 · 2025-12-17
KAWWAS CHARLIE B
Officer
$1.05M
@ $332.95 · 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
TAN HOCK E
Chief Executive Officer
$10.73M
@ $268.29 · 2025-06-26
DELLY GAYLA J
Director
$795,390
@ $265.13 · 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
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
JBL
14
Sells (3M)
57
Sells (12M)
Total value (12M): $152.04M
PRIESTLEY ANDREW
Chief Operating Officer
$1.05M
@ $330.00 · 2026-04-20
BORGES STEVEN D
Officer
$1.63M
@ $317.51 · 2026-04-17
YAP MAY YEE
Chief Technology Officer
$501,221
@ $306.74 · 2026-04-16
RENNO RAFAEL
Officer
$305,000
@ $305.00 · 2026-04-13
ANSARI ANOUSHEH
Director
$600,000
@ $300.00 · 2026-04-10
PRIESTLEY ANDREW
Chief Operating Officer
$1.20M
@ $301.00 · 2026-04-10
BERRY ADAM E
Officer
$477,450
@ $301.23 · 2026-04-10
BORGES STEVEN D
Officer
$2.06M
@ $295.00 · 2026-04-09
BORGES STEVEN D
Officer
$2.03M
@ $290.00 · 2026-04-08
DASTOOR MICHAEL
Chief Executive Officer
$2.71M
@ $286.64 · 2026-04-08
RENNO RAFAEL
Officer
$288,000
@ $288.00 · 2026-04-08
BERRY ADAM E
Officer
$272,796
@ $272.80 · 2026-04-01
ANSARI ANOUSHEH
Director
$270,000
@ $270.00 · 2026-03-24
SCHICK GARY K.
Officer
$278,332
@ $278.33 · 2026-03-24
SCHICK GARY K.
Officer
$102,872
@ $243.77 · 2026-02-02
DASTOOR MICHAEL
Chief Executive Officer
$3.70M
@ $246.91 · 2026-01-22
MONDELLO MARK T
Officer and Director
$4.30M
@ $250.00 · 2026-01-16
BERRY ADAM E
Officer
$404,113
@ $253.20 · 2026-01-16
MONDELLO MARK T
Officer and Director
$5.52M
@ $241.90 · 2026-01-15
ANSARI ANOUSHEH
Director
$246,000
@ $246.00 · 2026-01-15
MONDELLO MARK T
Officer and Director
$4.72M
@ $236.25 · 2026-01-02
BORGES STEVEN D
Officer
$2.35M
@ $235.00 · 2025-12-23
MONDELLO MARK T
Officer and Director
$11.27M
@ $225.32 · 2025-12-19
ANSARI ANOUSHEH
Director
$337,500
@ $225.00 · 2025-12-19
MCCOY FREDERIC E III
Officer
$4.95M
@ $224.93 · 2025-12-19
MONDELLO MARK T
Officer and Director
$4.24M
@ $212.20 · 2025-12-01
MONDELLO MARK T
Officer and Director
$4.42M
@ $220.83 · 2025-11-03
SCHICK GARY K.
Officer
$99,971
@ $220.69 · 2025-11-03
YAP MAY YEE
Chief Technology Officer
$1.99M
@ $225.03 · 2025-10-31
MCKAY FRANCIS
Officer
$566,999
@ $224.47 · 2025-10-29
HEBARD GREGORY B
Chief Financial Officer
$1.30M
@ $213.54 · 2025-10-28
CROWLEY MATTHEW
Officer
$153,830
@ $211.60 · 2025-10-27
MELACHRINO KRISTINE
General Counsel
$1.40M
@ $213.40 · 2025-10-24
CROWLEY MATTHEW
Officer
$1.34M
@ $205.73 · 2025-10-21
MONDELLO MARK T
Officer and Director
$8.31M
@ $207.77 · 2025-10-17
MONDELLO MARK T
Officer and Director
$4.30M
@ $214.84 · 2025-10-01
MONDELLO MARK T
Officer and Director
$4.00M
@ $200.02 · 2025-09-02
MONDELLO MARK T
Officer and Director
$4.38M
@ $219.20 · 2025-08-01
SCHICK GARY K.
Officer
$98,196
@ $219.19 · 2025-08-01
MCCOY FREDERIC E III
Officer
$1.01M
@ $223.55 · 2025-07-23
PRIESTLEY ANDREW
Officer
$832,965
@ $225.00 · 2025-07-23
RAYMUND STEVEN A
Director
$3.00M
@ $223.11 · 2025-07-21
PRIESTLEY ANDREW
Officer
$850,950
@ $225.00 · 2025-07-21
ANSARI ANOUSHEH
Director
$222,750
@ $222.75 · 2025-07-03
MONDELLO MARK T
Officer and Director
$4.33M
@ $216.59 · 2025-07-01
RAYMUND STEVEN A
Director
$3.46M
@ $216.83 · 2025-06-27
ANSARI ANOUSHEH
Director
$518,934
@ $207.57 · 2025-06-20
BORGES STEVEN D
Officer
$4.49M
@ $200.01 · 2025-06-18
BERRY ADAM E
Officer
$848,113
@ $200.36 · 2025-06-18
YAP MAY YEE
Chief Technology Officer
$1.40M
@ $206.00 · 2025-06-18
MCKAY FRANCIS
Officer
$697,621
@ $205.48 · 2025-06-18
MCCOY FREDERIC E III
Officer
$1.84M
@ $205.39 · 2025-06-18
PRIESTLEY ANDREW
Officer
$2.83M
@ $203.17 · 2025-06-18
DASTOOR MICHAEL
Chief Executive Officer
$3.49M
@ $191.66 · 2025-06-17
MONDELLO MARK T
Officer and Director
$29.00M
@ $193.33 · 2025-06-17
MONDELLO MARK T
Officer and Director
$3.34M
@ $166.75 · 2025-06-02
DASTOOR MICHAEL
Chief Executive Officer
$1.70M
@ $169.90 · 2025-05-14
SCHICK GARY K.
Officer
$102,549
@ $151.25 · 2025-05-02
CROWLEY MATTHEW
Officer
$17,214
@ $149.69 · 2025-05-01
HOLLAND CHRISTOPHER S
Director
$551,728
@ $162.27 · 2025-01-31
PLANT JOHN C
Director
$8.63M
@ $172.55 · 2025-01-24
RAYMUND STEVEN A
Director
$3.03M
@ $151.30 · 2025-01-10
ANSARI ANOUSHEH
Director
$155,000
@ $155.00 · 2025-01-07
BORGES STEVEN D
Officer
$752,500
@ $150.50 · 2025-01-03
YAP MAY YEE
Chief Technology Officer
$501,751
@ $150.45 · 2025-01-03
MCCOY FREDERIC E III
Officer
$599,240
@ $149.81 · 2025-01-03
MCKAY FRANCIS
Officer
$1.43M
@ $121.71 · 2024-10-31
MCCOY FREDERIC E III
Officer
$523,739
@ $122.28 · 2024-10-31
MELACHRINO KRISTINE
General Counsel
$446,002
@ $124.17 · 2024-10-30
HOLLAND CHRISTOPHER S
Director
$450,814
@ $125.23 · 2024-10-25
RAYMUND STEVEN A
Director
$2.49M
@ $124.70 · 2024-10-24
CROWLEY MATTHEW
Officer
$280,551
@ $123.54 · 2024-10-22
CROWLEY MATTHEW
Officer
$173,645
@ $125.83 · 2024-10-18
RAYMUND STEVEN A
Director
$1.51M
@ $122.10 · 2024-10-07
MCCOY FREDERIC E III
Officer
$474,808
@ $118.70 · 2024-10-01
YAP MAY YEE
Chief Technology Officer
$500,246
@ $117.04 · 2024-07-16
MCCOY FREDERIC E III
Officer
$145,524
@ $116.42 · 2024-07-15
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
😏Greed(68/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
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.
JBL
😏Greed(69/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
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: Greed (68)
JBL
⚪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: Greed (69)