Compare Stocks › AVGO vs WAB
Broadcom Inc. (AVGO) vs Westinghouse Air Brake Technologies Corporation (WAB)
AVGO
Broadcom Inc.
$319.84
VS
WAB
Westinghouse Air Brake Technologies Corporation
$237.14
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.
WAB
- ★Free cash flow has grown at a 19.0% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $7.04 of market value — management is an exceptional capital allocator.
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.
WAB
- ⚠9 insider sales totaling $9.7M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →AVGO
WAB
Valuation
$25.50B
Free Cash Flow
$1.22B
1.68%
FCF Yield
3.02%
62.47
Trailing P/E
34.72
18.10
Forward P/E
20.07
Quality & Moat
26.43%
ROIC
7.73%
94.91%
ROE
10.46%
76.73%
Gross Margin
34.66%
0.33
PEG Ratio
N/A
Balance Sheet Safety
1.66
Debt / Equity
0.53
N/A
Interest Coverage
N/A
0.79
Net Debt / EBITDA
2.12
0.81%
Dividend Yield
0.45%
AVGO: 7Ties: 1WAB: 3
AVGOWAB
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.
WAB
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
WAB
$7.04
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$2.60B
Δ Market Cap
+$18.33B
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
WAB
32.6% Overvalued
Price is 32.6% above estimated fair value
Current Price: $237.14
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $178.89
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.
WAB
What growth rate is the market pricing in at $237?
+16.8%
Market-Implied Owner Earnings Growth
Standard FCF implies +16.2%
The market implies +16.8% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +16.2%, reflecting heavy growth investment expected to generate future returns.
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.
WAB
62/100
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 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.
WAB
-2.50
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.
WAB
Insiders 1.2%Institutions 96.1%Retail & Other 2.7%
No. of Institutional Holders1,545
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
WAB
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
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
WAB
9
Sells (3M)
43
Sells (12M)
Total value (12M): $54.46M
TROMBLEY GINA
Officer
$970,624
@ $241.87 · 2026-03-12
SANTANA RAFAEL
Chief Executive Officer
$572,118
@ $245.97 · 2026-03-10
GAUR SAMEER
Officer
$302,016
@ $262.62 · 2026-02-26
JAIN NALIN
Officer
$2.10M
@ $264.09 · 2026-02-25
OLIN JOHN A
Chief Financial Officer
$2.90M
@ $263.30 · 2026-02-24
MENDONCA ROGERIO
Officer
$924,719
@ $264.21 · 2026-02-20
SBROCCO GREGORY
Officer
$246,025
@ $258.43 · 2026-02-19
SANTANA RAFAEL
Chief Executive Officer
$897,080
@ $249.47 · 2026-02-11
SANTANA RAFAEL
Chief Executive Officer
$787,180
@ $218.90 · 2026-01-06
SANTANA RAFAEL
Chief Executive Officer
$765,446
@ $212.86 · 2025-12-18
FETSKO MICHAEL E.
Officer
$1.09M
@ $215.72 · 2025-12-12
MENDONCA ROGERIO
Officer
$433,089
@ $214.51 · 2025-12-04
DENINNO DAVID L
General Counsel
$1.07M
@ $214.62 · 2025-12-04
MASTALERZ JOHN A JR
Officer
$580,860
@ $210.00 · 2025-11-12
DENINNO DAVID L
General Counsel
$1.05M
@ $209.94 · 2025-11-12
SCHWEITZER PASCAL
Officer
$624,214
@ $208.07 · 2025-11-11
SANTANA RAFAEL
Chief Executive Officer
$732,296
@ $203.64 · 2025-11-04
SBROCCO GREGORY
Officer
$493,928
@ $203.77 · 2025-10-31
DENINNO DAVID L
General Counsel
$419,731
@ $199.87 · 2025-10-28
SBROCCO GREGORY
Officer
$577,108
@ $195.43 · 2025-10-23
SANTANA RAFAEL
Chief Executive Officer
$705,331
@ $196.14 · 2025-10-15
SANTANA RAFAEL
Chief Executive Officer
$682,702
@ $189.80 · 2025-09-15
SANTANA RAFAEL
Chief Executive Officer
$340,876
@ $192.37 · 2025-08-21
SANTANA RAFAEL
Chief Executive Officer
$378,170
@ $213.41 · 2025-07-08
SANTANA RAFAEL
Chief Executive Officer
$356,952
@ $201.44 · 2025-06-18
TROMBLEY GINA
Officer
$868,419
@ $202.00 · 2025-06-13
THEOPHILUS NICOLE BETH
Officer
$408,285
@ $204.14 · 2025-06-11
SCHWEITZER PASCAL
Officer
$823,792
@ $205.95 · 2025-06-09
YATES KYRA
Officer
$283,043
@ $203.77 · 2025-06-05
HEHIR BRIAN P
Director
$237,276
@ $203.67 · 2025-06-03
GEBHARDT ERIC
Chief Technology Officer
$1.24M
@ $202.39 · 2025-05-27
DENINNO DAVID L
General Counsel
$603,138
@ $201.05 · 2025-05-22
SANTANA RAFAEL
Chief Executive Officer
$361,009
@ $203.73 · 2025-05-14
FETSKO MICHAEL E.
Officer
$740,200
@ $202.13 · 2025-05-13
MENDONCA ROGERIO
Officer
$806,745
@ $200.04 · 2025-05-12
HEHIR BRIAN P
Director
$191,418
@ $191.42 · 2025-05-08
LEROUX LILIAN
Officer
$1.44M
@ $192.19 · 2025-05-05
SANTANA RAFAEL
Chief Executive Officer
$13.20M
@ $191.70 · 2025-05-02
DENINNO DAVID L
General Counsel
$575,464
@ $191.82 · 2025-05-02
SCHWEITZER PASCAL
Officer
$738,529
@ $184.63 · 2025-04-25
JAIN NALIN
Officer
$1.95M
@ $185.59 · 2025-04-24
SANTANA RAFAEL
Chief Executive Officer
$9.83M
@ $175.74 · 2025-04-03
SANTANA RAFAEL
Chief Executive Officer
$163,969
@ $185.07 · 2025-04-02
SANTANA RAFAEL
Chief Executive Officer
$161,554
@ $182.34 · 2025-02-27
SANTANA RAFAEL
Chief Executive Officer
$164,348
@ $183.83 · 2025-02-26
SBROCCO GREGORY
Officer
$113,772
@ $201.37 · 2024-11-26
NEUPAVER ALBERT J
Director
$2.02M
@ $202.00 · 2024-11-11
MASTALERZ JOHN A JR
Officer
$558,396
@ $199.71 · 2024-11-06
DENINNO DAVID L
General Counsel
$165,116
@ $188.70 · 2024-10-30
NEUPAVER ALBERT J
Director
$6.74M
@ $188.70 · 2024-10-30
DENINNO DAVID L
General Counsel
$1.89M
@ $188.60 · 2024-10-24
SCHWEITZER PASCAL
Officer
$369,832
@ $163.57 · 2024-09-11
HAMMERSMITH ALICIA
Officer
$690,140
@ $165.54 · 2024-08-26
MENDONCA ROGERIO
Officer
$331,577
@ $165.79 · 2024-08-23
HEHIR BRIAN P
Director
$141,534
@ $165.15 · 2024-08-23
GEBHARDT ERIC
Chief Technology Officer
$1.16M
@ $156.32 · 2024-08-14
THEOPHILUS NICOLE BETH
Officer
$742,419
@ $154.64 · 2024-08-07
HEHIR BRIAN P
Director
$161,615
@ $161.62 · 2024-07-31
SBROCCO GREGORY
Officer
$275,376
@ $167.30 · 2024-05-10
NEUPAVER ALBERT J
Director
$4.70M
@ $161.63 · 2024-04-30
SCHWEITZER PASCAL
Officer
$976,410
@ $162.74 · 2024-04-29
MENDONCA ROGERIO
Officer
$637,392
@ $160.75 · 2024-04-25
MASTALERZ JOHN A JR
Officer
$609,962
@ $162.70 · 2024-04-25
DENINNO DAVID L
General Counsel
$487,010
@ $161.48 · 2024-04-25
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.
WAB
😐Neutral(53/100)
"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)
WAB
⚪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 (53)