Broadcom announced a new financing deal for Anthropic to buy its chips, amounting to $63 billion in total financing over five years. This came shortly after Anthropic filed its own S-1 prospectus, which showed $161 billion in noncancelable orders to Broadcom as its largest chip supplier.
Broadcom is best-of-breed in custom AI accelerators, boasting the largest customer in Google and layering new customers in like Anthropic and OpenAI. Rising AI spending portends immense growth.
Broadcom’s chip business bears significant customer concentration, with a small handful of large AI customers driving the bulk of revenue and future growth.
|
Metric
|
AVGO
|
MRVL
|
NVDA
|
|---|---|---|---|
Price/Earnings (Normalized) | 35.08 | 73.82 | 31.09 |
Price/Book Value | 16.34 | 11.80 | 22.98 |
Price/Sales | 18.77 | 22.85 | 17.55 |
Price/Cash Flow | 32.19 | 63.91 | 30.37 |
|
Metric
|
AVGO
|
MRVL
|
NVDA
|
|---|---|---|---|
Quick Ratio | 2.15 | 2.46 | 2.92 |
Current Ratio | 2.50 | 3.17 | 4.59 |
Interest Coverage | 13.88 | 3.55 | 492.39 |
|
Metric
|
AVGO
|
MRVL
|
NVDA
|
|---|---|---|---|
Return on Assets (Normalized) | 27.66% | 12.29% | 78.47% |
Return on Equity (Normalized) | 57.31% | 18.62% | 106.66% |
Return on Invested Capital (Normalized) | 34.36% | 7.89% | 95.82% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| NVIDIA Corp
NVDA
| LOCK|q$D^Mk?R | LOCK|B!! | $5T | |||
| Taiwan Semiconductor Manufacturing Co Ltd ADR
TSM
| LOCK|$sxH@l@ | LOCK|>>% | $2T | |||
| Micron Technology Inc
MU
| LOCK|@$?v<& | LOCK|?#D | $1T | |||
| Advanced Micro Devices Inc
AMD
| LOCK|S$x$pW# | LOCK|<<H% | $915B | |||
| SK hynix Inc ADR
SKHY
| LOCK|$rPNL^ | LOCK|&% | $714B | |||
| Intel Corp
INTC
| LOCK|!s<$@@ | LOCK|K&X | $496B | |||
| Texas Instruments Inc
TXN
| LOCK|H!P^MRBy | LOCK|B#v | $282B | |||
| ARM Holdings PLC ADR
ARM
| LOCK|&bcpf>^ | LOCK|!^& | $242B | |||
| Marvell Technology Inc
MRVL
| LOCK|L@!^W&Q% | LOCK|?RVP | $219B |
United States