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AVGO vs ON
Which Stock Would AI Choose? Broadcom Inc. (AVGO) vs. ON Semiconductor Corporation (ON) Stock Comparison
Key Takeaways
- AVGO boasts a massive $1.6 trillion market cap and strong AI-driven revenue growth of 29% year-over-year in recent quarters, outpacing ON's more modest positioning.
- Year-to-date, ON leads with +5% return compared to AVGO's +2%, reflecting steadier performance amid market volatility.
- Over the past year, AVGO delivered approximately 90% returns, significantly outperforming ON's 30% gain, driven by custom AI accelerators and networking demand.
- Both stocks benefit from semiconductor trends, but AVGO's exposure to AI infrastructure provides stronger growth catalysts, while ON focuses on power solutions for automotive and industrial markets.
- Recent earnings beats for AVGO highlight AI momentum, contrasting ON's emphasis on higher-margin shifts in a challenging environment.
- Analyst sentiment favors AVGO with higher price targets, signaling superior relative performance potential.
Introduction
Comparing AVGO and ON offers insights into semiconductor sector dynamics, particularly in AI infrastructure versus power management solutions. Both companies operate in high-demand areas—Broadcom Inc. excels in networking and custom AI chips, while ON Semiconductor Corporation specializes in intelligent sensing and power for automotive and industrial applications. Traders seeking exposure to AI growth or diversified semi plays, and investors evaluating relative performance in recent market activity, will find this stock comparison valuable for understanding momentum, valuation trade-offs, and sector positioning.
AVGO Overview and Recent Performance
Broadcom Inc. (AVGO) designs and supplies semiconductor devices and infrastructure software, focusing on networking, wireless connectivity, and AI accelerators for data centers. With a market cap exceeding $1.6 trillion, it serves enterprise, broadband, and industrial markets.
In recent market activity, AVGO shares traded around $339, reflecting resilience amid volatility. The stock posted a year-to-date gain of about 2% and over 90% returns in the past year, fueled by robust AI segment demand. Recent quarterly results showed 29% year-over-year revenue growth, with AI revenues accelerating, leading to shares rising post-earnings. Sentiment has been bolstered by optimistic analyst views on AI infrastructure demand, despite broader sector pressures from oil prices and geopolitics. Influences include custom silicon for hyperscalers and expanding data center networking needs.
ON Overview and Recent Performance
ON Semiconductor Corporation (ON), branded as onsemi, provides intelligent power and sensing solutions across power management, analog/mixed-signal, and image sensors for automotive, industrial, and AI data centers. Headquartered in Scottsdale, Arizona, its $23 billion market cap underscores its role in energy-efficient electronics.
Recently, ON shares hovered near $57, with a 6.7% return over the past month amid positive earnings revisions. Year-to-date performance stands at +5%, outpacing AVGO, while 1-year gains reached 30%. Key drivers include strategic shifts to higher-margin segments like automotive and industrial amid market challenges, with analysts noting revenue growth potential. Sentiment reflects investor interest in its Q4 strength and refocus on cash generation, though cyclical industrial demand poses risks.
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Head-to-Head Comparison
AVGO and ON share semiconductor roots but diverge in business models: Broadcom emphasizes custom AI chips, networking, and software for data centers, while ON targets power solutions and sensors for automotive EV/ADAS and industrial automation. Growth drivers contrast sharply—AVGO's AI revenues surge with hyperscaler demand, versus ON's reliance on cyclical auto/industrial recovery.
Recent momentum favors AVGO over longer horizons (90% 1-year vs. 30%), though ON edges YTD. Risk factors include AVGO's high valuation (PE ~71) amid AI hype, versus ON's exposure to supply chain and economic slowdowns (PE ~196). Sector exposure overlaps in semis but AVGO leads in high-growth AI, while ON offers diversification. Market sentiment tilts toward AVGO's catalysts, balancing ON's stability trade-offs.
Tickeron AI Verdict
Tickeron’s AI would currently favor AVGO due to superior trend consistency in AI-driven revenues, stronger long-term momentum (90% 1-year returns), and positive analyst revisions amid data center expansion. While ON shows short-term stability and higher YTD gains, AVGO's catalysts like 29% revenue growth and custom silicon positioning suggest higher probability of outperformance in the prevailing market environment.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AVGO is a Hold and ON is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AVGO’s FA Score shows that 3 FA rating(s) are green whileON’s FA Score has 2 green FA rating(s).
- AVGO’s FA Score: 3 green, 2 red.
- ON’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AVGO’s TA Score shows that 5 TA indicator(s) are bullish while ON’s TA Score has 4 bullish TA indicator(s).
- AVGO’s TA Score: 5 bullish, 4 bearish.
- ON’s TA Score: 4 bullish, 3 bearish.
Price Growth
AVGO (@Semiconductors) experienced а -2.03% price change this week, while ON (@Semiconductors) price change was +9.40% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +11.83%. For the same industry, the average monthly price growth was +46.44%, and the average quarterly price growth was +86.40%.
Reported Earning Dates
AVGO is expected to report earnings on Jun 03, 2026.
ON is expected to report earnings on Aug 03, 2026.
Industries' Descriptions
@Semiconductors (+11.83% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
| AVGO | ON | AVGO / ON | |
| Capitalization | 1.97T | 45.3B | 4,355% |
| EBITDA | 37.3B | 1.52B | 2,457% |
| Gain YTD | 20.677 | 113.684 | 18% |
| P/E Ratio | 81.25 | 85.08 | 95% |
| Revenue | 68.3B | 6.06B | 1,127% |
| Total Cash | 14.2B | 2.4B | 591% |
| Total Debt | 66.1B | 3.01B | 2,198% |
AVGO | ON | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 79 | 27 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 80 Overvalued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 10 | 50 | |
SMR RATING 1..100 | 30 | 78 | |
PRICE GROWTH RATING 1..100 | 11 | 2 | |
P/E GROWTH RATING 1..100 | 76 | 6 | |
SEASONALITY SCORE 1..100 | 43 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ON's Valuation (71) in the Semiconductors industry is in the same range as AVGO (80). This means that ON’s stock grew similarly to AVGO’s over the last 12 months.
AVGO's Profit vs Risk Rating (10) in the Semiconductors industry is somewhat better than the same rating for ON (50). This means that AVGO’s stock grew somewhat faster than ON’s over the last 12 months.
AVGO's SMR Rating (30) in the Semiconductors industry is somewhat better than the same rating for ON (78). This means that AVGO’s stock grew somewhat faster than ON’s over the last 12 months.
ON's Price Growth Rating (2) in the Semiconductors industry is in the same range as AVGO (11). This means that ON’s stock grew similarly to AVGO’s over the last 12 months.
ON's P/E Growth Rating (6) in the Semiconductors industry is significantly better than the same rating for AVGO (76). This means that ON’s stock grew significantly faster than AVGO’s over the last 12 months.
| AVGO | ON | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 53% | 1 day ago 79% |
| Stochastic ODDS (%) | 1 day ago 58% | N/A |
| Momentum ODDS (%) | 1 day ago 84% | N/A |
| MACD ODDS (%) | 1 day ago 51% | 1 day ago 71% |
| TrendWeek ODDS (%) | 1 day ago 57% | 1 day ago 76% |
| TrendMonth ODDS (%) | 1 day ago 81% | 1 day ago 77% |
| Advances ODDS (%) | 14 days ago 80% | 4 days ago 73% |
| Declines ODDS (%) | 1 day ago 55% | 17 days ago 77% |
| BollingerBands ODDS (%) | N/A | 1 day ago 81% |
| Aroon ODDS (%) | 1 day ago 77% | 1 day ago 76% |
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