Compare StocksAVGO vs TEL

Broadcom Inc. (AVGO) vs TE Connectivity plc (TEL)

AVGO
Broadcom Inc.
$319.84
VS
TEL
TE Connectivity plc
$198.39

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.
TEL
  • TE Connectivity plc has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
  • TE Connectivity plc scores 81/100 on the Economic Moat Score (Wide Moat), with reinvestment efficiency as the strongest competitive dimension.
  • Free cash flow has grown at a 23.5% 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 1.7% 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.
TEL
  • FCF yield of 5.5% suggests reasonable valuation assuming continued moderate growth.
  • Trailing P/E of 28.6x is 29% above the historical average of 22.2x — the stock trades at a premium to its own history.
  • 5 insider sales totaling $7.5M with no purchases in the past 3 months — insiders are reducing their exposure.

Key Valuation Metrics

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AVGO
TEL
Valuation
$25.50B
Free Cash Flow
$3.20B
1.68%
FCF Yield
5.50%
62.47
Trailing P/E
28.59
18.10
Forward P/E
16.03
Quality & Moat
26.43%
ROIC
15.61%
94.91%
ROE
14.02%
76.73%
Gross Margin
35.69%
0.33
PEG Ratio
0.64
Balance Sheet Safety
1.66
Debt / Equity
0.46
N/A
Interest Coverage
N/A
0.79
Net Debt / EBITDA
1.05
0.81%
Dividend Yield
1.47%
AVGO: 6Ties: 1TEL: 5
AVGOTEL

Historical Fundamentals

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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.

TEL

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

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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
TEL
$6.55
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$4.66B
Δ Market Cap
+$30.50B
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

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

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AVGO
8.2% Margin of Safety
Price is 8.2% below estimated fair value
Current Price: $319.84
Fair Value: $348.43
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
TEL
27.8% Overvalued
Price is 27.8% above estimated fair value
Current Price: $198.39
Fair Value: $155.18
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued

Reverse DCF — Market-Implied Growth

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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.

TEL

What growth rate is the market pricing in at $198?

+15.0%
Market-Implied Owner Earnings Growth
Standard FCF implies +7.5%

The market implies +15.0% Owner Earnings growth, above historical trends.

Standard FCF implies a demanding +7.5%, reflecting heavy growth investment.

Economic Moat Score

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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.
TEL
81/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None

Wide moat with strength across all dimensions. Reinvestment Efficiency 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

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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.
TEL
-2.87
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

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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.
TEL
Insiders 0.1%Institutions 93.4%Retail & Other 6.5%
No. of Institutional Holders1,774
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

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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
TEL
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

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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
TEL
5
Sells (3M)
22
Sells (12M)
Total value (12M): $142.14M
KROEGER SHADRAK W
Officer
$2.09M
@ $222.52 · 2026-03-02
KROEGER SHADRAK W
Officer
$1.53M
@ $233.64 · 2026-02-13
KROEGER SHADRAK W
Officer
$2.20M
@ $233.82 · 2026-02-13
SHAFFER REUBEN M
Officer
$333,853
@ $234.28 · 2026-02-13
JENKINS JOHN S. JR.
General Counsel
$1.37M
@ $222.81 · 2026-02-09
MITTS HEATH A
Chief Financial Officer
$2.84M
@ $226.43 · 2025-12-19
CURTIN TERRENCE R
Chief Executive Officer
$9.45M
@ $227.07 · 2025-12-19
MITTS HEATH A
Chief Financial Officer
$20.34M
@ $247.15 · 2025-11-03
JENKINS JOHN S. JR.
General Counsel
$6.20M
@ $247.73 · 2025-11-03
KROEGER SHADRAK W
Officer
$4.84M
@ $202.99 · 2025-09-02
JENKINS JOHN S. JR.
General Counsel
$9.60M
@ $209.33 · 2025-07-28
SAGAR MALAVIKA
Officer
$403,004
@ $207.20 · 2025-07-28
CURTIN TERRENCE R
Chief Executive Officer
$41.15M
@ $208.76 · 2025-07-28
STUCKI AARON KYLE
Officer
$10.20M
@ $192.78 · 2025-07-23
STUCKI AARON KYLE
Officer
$2.23M
@ $170.00 · 2025-06-26
KROEGER SHADRAK W
Officer
$3.98M
@ $159.03 · 2025-06-02
JENKINS JOHN S. JR.
General Counsel
$3.32M
@ $162.85 · 2025-05-13
MITTS HEATH A
Chief Financial Officer
$8.49M
@ $159.21 · 2025-05-12
STUCKI AARON KYLE
President
$800,000
@ $160.00 · 2025-05-12
SAGAR MALAVIKA
Officer
$500,000
@ $160.00 · 2025-05-12
MITTS HEATH A
Chief Financial Officer
$5.80M
@ $153.33 · 2025-05-09
JENKINS JOHN S. JR.
General Counsel
$4.48M
@ $149.39 · 2025-05-02
KROEGER SHADRAK W
Officer
$3.67M
@ $146.77 · 2025-03-04
WRIGHT LAURA H
Director
$154,660
@ $154.66 · 2025-02-18
KROEGER SHADRAK W
Officer
$587,706
@ $151.16 · 2025-01-27
CURTIN TERRENCE R
Chief Executive Officer
$17.79M
@ $154.69 · 2024-11-11
JENKINS JOHN S. JR.
General Counsel
$6.34M
@ $155.49 · 2024-11-07
OTT ROBERT J
Officer
$2.50M
@ $155.41 · 2024-11-06
KROEGER SHADRAK W
Officer
$1.32M
@ $151.41 · 2024-09-03
JENKINS JOHN S. JR.
General Counsel
$895,048
@ $145.56 · 2024-08-13
MITTS HEATH A
Chief Financial Officer
$9.24M
@ $154.70 · 2024-07-31
OTT ROBERT J
Officer
$450,321
@ $154.59 · 2024-07-31
CURTIN TERRENCE R
Chief Executive Officer
$33.97M
@ $155.45 · 2024-07-29
STUCKI AARON KYLE
Officer
$1.36M
@ $155.00 · 2024-07-11
KROEGER SHADRAK W
Officer
$749,297
@ $149.86 · 2024-06-03
STUCKI AARON KYLE
Officer
$750,000
@ $150.00 · 2024-05-15
TRUDEAU MARK C
Director
$996,656
@ $141.49 · 2024-04-29
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

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AVGO
FearGreed
😐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.
TEL
FearGreed
😐Neutral(42/100)

"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

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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)
TEL
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 (42)
View AVGO Full AnalysisView TEL Full Analysis