Broadcom Inc.

AVGO · Nasdaq · ·

$355.16+1.6%9月29日終値

1M: -3.5%
6M: +21.5%
1Y: +8.5%
5Y: +668.6%

Broadcom sells chips for data centers, communications and other devices, plus software for businesses’ computer systems and security.

Broadcom Inc.（AVGO）株——良い事業でしょうか？ — InspectStocks

Broadcom Inc.

AVGO · Nasdaq · ·

$355.16+1.6%9月29日終値

1M: -3.5%
6M: +21.5%
1Y: +8.5%
5Y: +668.6%

比較

Broadcom sells chips for data centers, communications and other devices, plus software for businesses’ computer systems and security.

どうやって稼いでいるか

Semiconductor Solutions68%
Infrastructure Software32%

売上構成比はthree fiscal quarters ended 2026-08-02の推計であり、提出された報告書の数字ではありません。

競合

何を売っているか6

Custom accelerators and custom chip design
Chips designed to a customer’s specifications, including accelerators that help run artificial intelligence workloads in large data centers.
Ethernet networking chips
Switching, routing and network interface chips that move data between computers and other equipment in data centers, service-provider networks and business networks.
Optical components
Parts that send and receive data over fibre-optic cables, used in data-center networks, storage systems and telecommunications.

さらに3件を表示

Wireless-device chips
Radio-frequency components, Wi-Fi and Bluetooth chips, touchscreen controllers and wireless charging chips for phones, tablets and wearable devices.
Server and storage chips
Components that connect servers to storage devices and help read, write and protect data on hard disk drives and solid-state drives.
VMware Cloud Foundation
Software businesses use to manage computing, storage, networking and security across their own data centers and supported cloud services.

誰が買っているか6

Large cloud and data-center operators and artificial intelligence companies, including Google, Anthropic, OpenAI and Meta, work with Broadcom on custom chips and networking products.
Server makers, equipment manufacturers and system integrators buy Broadcom components for products they build, sometimes through contract manufacturers.
Distributors buy semiconductor products and resell them to equipment makers and other customers.

さらに3件を表示

Businesses and government agencies buy software for private data centers, cybersecurity, mainframe computers and data storage networks, either directly or through resellers and other partners.
Telecommunications and broadband providers use Broadcom chips in network equipment, broadband devices and set-top boxes.
Makers of phones, tablets, wearable devices and other electronics use Broadcom’s wireless and connectivity chips.

何に支えられ、何に崩されうるか

事業が頼っているもの

1A substantial amount of semiconductor sales goes through distributors; one distributor accounted for 50% of revenue in the fiscal quarter ended 2026-08-02 (high confidence).
2Broadcom relies on outside manufacturers for most wafer production and much of assembly and testing, including Taiwan Semiconductor Manufacturing Company.
3Making and deploying artificial intelligence data centers depends on available chips, advanced packaging materials, memory, electricity, land and completed data-center buildings.
4A relatively small group of large end customers accounts for a substantial share of sales; the largest five accounted for approximately 55% of revenue in the fiscal quarter ended 2026-08-02 (high confidence).

うまくいかなくなる可能性

1Customer concentration can make revenue sensitive to orders from a few large buyers: the five largest end customers accounted for approximately 55% of revenue in the fiscal quarter ended 2026-08-02 (high confidence), and a distributor accounted for 50% (high confidence).
2Chip deliveries and customer deployments can be delayed by shortages of manufacturing capacity, advanced substrates or memory, or by customers’ lack of ready data-center sites and power.
3Broadcom’s financing arrangement for one customer’s data-center equipment includes a backstop; its maximum potential liability was approximately $29 billion when all covered racks are deployed (as of 2026-08-02, high confidence). If the customer does not pay, Broadcom may have to cover part of the unpaid lease amount, subject to the agreement’s terms and the value recovered from the equipment.

財務諸表をすべて見る →

同じ業種のなかでの位置

3 つの評価。いずれも Semiconductors で当社がカバーする 72 社に対するパーセンタイルです。1 つのスコアに混ぜず、あえて分けています。割安であること、上昇していること、うまく経営されていることは別々の事実で、単一の数字ではどれがどれか分からなくなるからです。

モメンタム

37同業種で 100 点満点中

同業種の多くより下

1 か月前までの 12 か月24.9%

1 か月前までの 6 か月15.8%

直近 1 か月はあえて除いています。リターンは 7〜12 か月は続きやすい一方、直近の 1 か月は反転しやすいためです。これは株価がどう動いたかの説明であり、これからどう動くかについては何も述べていません。

バリュエーション

45同業種で 100 点満点中

同業種の中位

価格に対する利益2.26%

価格に対するキャッシュ2.32%

価格に対する売上5.26%

価格に対する資産4.79%

事業全体に対する営業利益1.95%

利回りなので、高いほど割安です。赤字の会社は対象から外れるのではなく最下位になります。割安と優良は別物で、高い利回りはたいてい理由があって下がった株価です。 5 つの指標がすべて揃っています。

資本の使い方

4/5おおむね規律がある

1 項目が未開示

資本利益率13.6%

株主還元利回り0.80%

株式数、3 年12.8%

純有利子負債 / EBITDA1.47x

インサイダー、12 か月-$622.3M

経営陣がお金をどう使っているか。開示から答えが出る範囲だけで採点し、全体に対する割合としては決して扱いません。

資本の使い方に関する 6 つのチェック

投じた資金の利回り投下資本に対して 13.6%
利益に対する負債営業利益に対する純有利子負債 1.47 倍
株主に返した現金自社株買いと配当で年 0.8%
3 年間の株式数3 年間で株式数が 12.8% 増加
キャッシュフローで賄えている支払いフリーキャッシュフローが支払いを賄えています
インサイダーの市場での買い$622.3M の売り越し — 減点はしていません

競合のなかでこの会社がどこに位置するかの説明であり、推奨ではありません。評価の更新日は 2026年9月30日です。

Broadcom Inc.について

Broadcom designs and sells semiconductors used in artificial intelligence data centers, computer networks, phones, storage devices and broadband equipment. It also sells business software, including VMware products for running computer systems, cybersecurity software and tools for managing mainframes and data storage networks. Customers include large technology companies, device makers, businesses and government agencies.

本社: Palo Alto, California
設立: 1991 (Broadcom)
従業員数: approximately 33,000 (as of 2025-11-02, high)
上場市場: NASDAQ
決算期: First Sunday in November (fiscal 2025 ended 2025-11-02)

Broadcom Inc. 自身の SEC 提出書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。

どうやって稼いでいるか

Semiconductor Solutions68%
Infrastructure Software32%

売上構成比はthree fiscal quarters ended 2026-08-02の推計であり、提出された報告書の数字ではありません。

競合

何を売っているか6

Custom accelerators and custom chip design
Chips designed to a customer’s specifications, including accelerators that help run artificial intelligence workloads in large data centers.
Ethernet networking chips
Switching, routing and network interface chips that move data between computers and other equipment in data centers, service-provider networks and business networks.
Optical components
Parts that send and receive data over fibre-optic cables, used in data-center networks, storage systems and telecommunications.

さらに3件を表示

Wireless-device chips
Radio-frequency components, Wi-Fi and Bluetooth chips, touchscreen controllers and wireless charging chips for phones, tablets and wearable devices.
Server and storage chips
Components that connect servers to storage devices and help read, write and protect data on hard disk drives and solid-state drives.
VMware Cloud Foundation
Software businesses use to manage computing, storage, networking and security across their own data centers and supported cloud services.

誰が買っているか6

Large cloud and data-center operators and artificial intelligence companies, including Google, Anthropic, OpenAI and Meta, work with Broadcom on custom chips and networking products.
Server makers, equipment manufacturers and system integrators buy Broadcom components for products they build, sometimes through contract manufacturers.
Distributors buy semiconductor products and resell them to equipment makers and other customers.

さらに3件を表示

Businesses and government agencies buy software for private data centers, cybersecurity, mainframe computers and data storage networks, either directly or through resellers and other partners.
Telecommunications and broadband providers use Broadcom chips in network equipment, broadband devices and set-top boxes.
Makers of phones, tablets, wearable devices and other electronics use Broadcom’s wireless and connectivity chips.

何に支えられ、何に崩されうるか

事業が頼っているもの

1A substantial amount of semiconductor sales goes through distributors; one distributor accounted for 50% of revenue in the fiscal quarter ended 2026-08-02 (high confidence).
2Broadcom relies on outside manufacturers for most wafer production and much of assembly and testing, including Taiwan Semiconductor Manufacturing Company.
3Making and deploying artificial intelligence data centers depends on available chips, advanced packaging materials, memory, electricity, land and completed data-center buildings.
4A relatively small group of large end customers accounts for a substantial share of sales; the largest five accounted for approximately 55% of revenue in the fiscal quarter ended 2026-08-02 (high confidence).

うまくいかなくなる可能性

1Customer concentration can make revenue sensitive to orders from a few large buyers: the five largest end customers accounted for approximately 55% of revenue in the fiscal quarter ended 2026-08-02 (high confidence), and a distributor accounted for 50% (high confidence).
2Chip deliveries and customer deployments can be delayed by shortages of manufacturing capacity, advanced substrates or memory, or by customers’ lack of ready data-center sites and power.
3Broadcom’s financing arrangement for one customer’s data-center equipment includes a backstop; its maximum potential liability was approximately $29 billion when all covered racks are deployed (as of 2026-08-02, high confidence). If the customer does not pay, Broadcom may have to cover part of the unpaid lease amount, subject to the agreement’s terms and the value recovered from the equipment.

財務諸表をすべて見る →

同じ業種のなかでの位置

モメンタム

37同業種で 100 点満点中

同業種の多くより下

1 か月前までの 12 か月24.9%

1 か月前までの 6 か月15.8%

バリュエーション

45同業種で 100 点満点中

同業種の中位

価格に対する利益2.26%

価格に対するキャッシュ2.32%

価格に対する売上5.26%

価格に対する資産4.79%

事業全体に対する営業利益1.95%

資本の使い方

4/5おおむね規律がある

1 項目が未開示

資本利益率13.6%

株主還元利回り0.80%

株式数、3 年12.8%

純有利子負債 / EBITDA1.47x

インサイダー、12 か月-$622.3M

経営陣がお金をどう使っているか。開示から答えが出る範囲だけで採点し、全体に対する割合としては決して扱いません。

資本の使い方に関する 6 つのチェック

投じた資金の利回り投下資本に対して 13.6%
利益に対する負債営業利益に対する純有利子負債 1.47 倍
株主に返した現金自社株買いと配当で年 0.8%
3 年間の株式数3 年間で株式数が 12.8% 増加
キャッシュフローで賄えている支払いフリーキャッシュフローが支払いを賄えています
インサイダーの市場での買い$622.3M の売り越し — 減点はしていません

競合のなかでこの会社がどこに位置するかの説明であり、推奨ではありません。評価の更新日は 2026年9月30日です。

Broadcom Inc.について

本社: Palo Alto, California
設立: 1991 (Broadcom)
従業員数: approximately 33,000 (as of 2025-11-02, high)
上場市場: NASDAQ
決算期: First Sunday in November (fiscal 2025 ended 2025-11-02)

どうやって稼いでいるか

競合

何を売っているか6

誰が買っているか6

何に支えられ、何に崩されうるか

事業が頼っているもの

うまくいかなくなる可能性

同じ業種のなかでの位置

Broadcom Inc.について

どうやって稼いでいるか

競合

何を売っているか6

誰が買っているか6

何に支えられ、何に崩されうるか

事業が頼っているもの

うまくいかなくなる可能性

同じ業種のなかでの位置

Broadcom Inc.について

成長と現金——5 項目中 5 項目