AVGO vs FROG vs U Stock Comparison

Broadcom, JFrog and Unity Software Prices as of Oct 26, 2026 Peers: Industry group
1 more company in this comparison (ALAB) Create a free account to keep reading and compare up to 10 companies.
AVGO Broadcom Inc.
$329.17 -6.7% 1M -7.0% 1Y
Market cap
$1.63T
P/E
42.5x
Revenue (TTM)
$89.10B
Div. yield
–
Semiconductor Design Technology
9 wins
FROG JFrog Ltd
$99.61 +11.7% 1M +99.9% 1Y
Market cap
$12.21B
P/E
–
Revenue (TTM)
$599.96M
Div. yield
–
Developer Tools Technology
1 win
U Unity Software Inc.
$40.33 -3.0% 1M +8.2% 1Y
Market cap
$17.69B
P/E
–
Revenue (TTM)
$2.03B
Div. yield
–
Developer Tools Technology

Head to Head

10 decided of 12

Broadcom leads on 9 of the 12 questions below (Broadcom 9, JFrog 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAVGOFROGULeader
Larger companyMarket capitalisation $1.63T $12.21B $17.69B AVGO
Cheaper on earningsLower P/E, profitable companies only 42.5x -277.0x -30.1x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 29.9x 106.0x — AVGO
Faster revenue growthRevenue growth, trailing twelve months +48.7% +26.4% +14.0% AVGO
More profitableNet margin, trailing twelve months 42.9% -7.3% -29.0% AVGO
Better return on capitalReturn on invested capital 26.0% — -17.2% AVGO
Less leveragedLower net debt / EBITDA 0.7x — 13.2x AVGO
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -7.0% +99.9% +8.2% FROG
Better 5-year returnAnnualised price return, 5 years +44.5%/yr +25.1%/yr -22.5%/yr AVGO
Less volatileAnnualised volatility, 1 year 46.3% 75.2% 75.0% AVGO
Higher overall scoreMean of the five percentile scores vs peers 64/100 60/100 47/100 AVGO

Percentile Scorecard

AVGOFROGU

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAVGOFROGU
Valuation 44 #54 of 95 42 #73 of 124 60 #50 of 124
Growth 92 #8 of 93 80 #23 of 113 41 #67 of 113
Profitability 93 #7 of 91 57 #48 of 110 49 #57 of 110
Financial Health 35 #66 of 101 72 #37 of 129 49 #66 of 129
Shareholder Returns 57 #33 of 75 47 #36 of 67 35 #44 of 67
Overall 64 60 47
  • AVGO ranked among 104 companies in Semiconductors
  • FROG ranked among 137 companies in Infrastructure Software
  • U ranked among 137 companies in Infrastructure Software

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAVGOFROGUSPY
1 month -6.7%+11.7%-3.0% -0.8%
3 months -14.1%+22.6%+32.5% +3.5%
6 months -21.3%+115.7%+51.4% +7.0%
Year to date -4.9%+59.5%-8.7% +12.2%
1 year -7.0%+99.9%+8.2% +13.0%
3 years +292.6%+363.3%+57.9% +86.3%
3 years, per year +57.8%+66.8%+16.5% +23.1%
5 years +529.3%+206.6%-72.0% +68.6%
5 years, per year +44.5%+25.1%-22.5% +11.0%
10 years +1,802.7%—— +258.0%
10 years, per year +34.3%—— +13.6%

Risk

MeasureAVGOFROGUSPY
Volatility, 1Y 46.3%75.2%75.0% 12.7%
Downside volatility, 1Y 48.6%71.4%82.2% 12.7%
Beta vs S&P 500, 1Y 2.161.402.19 1.00
Return / volatility, 1Y -0.151.330.11 1.02
Max drawdown, 5Y -41.5%-56.6%-93.1% -25.4%
From 52-week high -31.6%-4.2%-18.5% -1.8%
52-week high $481.57$104.03$49.47 $779.14
52-week low $293.41$34.75$17.13 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAVGOFROGU
P/E now vs peer median 41.0xmedian 42.1x -275.3xmedian 38.1x -30.1xmedian 38.1x
P/S now vs peer median 17.6xmedian 7.1x 20.4xmedian 4.3x 8.7xmedian 4.3x
EV/EBITDA now vs peer median 31.0xmedian 27.5x -244.5xmedian 35.4x -117.7xmedian 35.4x
P/FCF now vs peer median 39.9xmedian 37.2x 72.2xmedian 27.1x 33.0xmedian 27.1x
P/B now vs peer median 15.8xmedian 4.2x 12.8xmedian 3.4x 5.8xmedian 3.4x
PEG now vs peer median 1.20median 2.23 -11.69median 1.27 -1.53median 1.27

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAVGOFROGU
Revenue $89.10B $599.96M $2.03B
Gross profit $61.28B $467.14M $1.32B
Operating income $42.81B -$69.09M -$616.00M
Net income $38.27B -$44.07M -$588.01M
Free cash flow $39.40B $169.70M $538.39M
R&D $11.84B $210.17M $1.03B
EPS (diluted) $7.83 $-0.36 $-1.34
Cash & equivalents $23.98B $96.69M $2.35B
Total debt $59.42B – $557.17M
Shares (diluted) 4.89B 121.82M 437.90M
Enterprise value $1.55T $9.29B $9.24B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAVGOFROGU
P/E 41.0x -275.3x -30.1x
P/FCF 39.9x 72.2x 33.0x
P/Operating cash flow 38.7x 69.5x 32.0x
P/S 17.6x 20.4x 8.7x
P/B 15.8x 12.8x 5.8x
P/Tangible book 21.4x 13.2x 6.2x
EV/EBITDA 31.0x -244.5x -117.7x
EV/EBIT 37.5x -165.5x -25.9x
EV/Revenue 18.0x 19.1x 7.9x
EV/FCF 40.8x 67.4x 29.6x
EV/Operating cash flow 39.5x 64.9x 28.8x
PEG (3Y EPS CAGR) 1.20 -11.69 -1.53

Growth

14 metrics
MetricAVGOFROGU
Revenue growth (1Y) 48.7% 26.4% 14.0%
Revenue CAGR (3Y) 36.0% 24.3% 3.9%
Gross profit growth (1Y) 53.0% 30.3% -0.6%
Gross profit CAGR (3Y) 36.3% 24.4% 2.1%
Operating income growth (1Y) 89.4% 33.7% -23.8%
Operating income CAGR (3Y) 39.0% 8.6% 13.7%
Net income growth (1Y) 102.1% 48.9% -35.5%
Net income CAGR (3Y) 40.1% 19.0% 15.8%
EPS growth (1Y) 101.0% 51.7% -29.1%
EPS CAGR (3Y) 34.1% 23.5% 19.7%
Operating cash flow growth (1Y) 59.8% 24.4% 45.5%
Operating cash flow CAGR (3Y) 31.6% 84.6% 110.7%
Free cash flow growth (1Y) 58.1% 22.3% 51.7%
Free cash flow CAGR (3Y) 31.4% 89.2% 83.0%

Profitability

14 metrics
MetricAVGOFROGU
Gross margin 68.8% 77.9% 64.9%
EBITDA margin 58.2% -7.8% -6.7%
Operating margin 48.0% -11.5% -30.4%
Pretax margin 45.4% -6.8% -29.0%
Net margin 42.9% -7.3% -29.0%
FCF margin 44.2% 28.3% 26.5%
Operating cash flow margin 45.6% 29.4% 27.3%
Return on equity 40.8% -4.7% -19.5%
Return on assets 20.8% -3.1% -8.9%
Return on invested capital 26.0% – -17.2%
Return on capital employed 26.3% -7.2% -12.3%
Asset turnover 0.5x 0.4x 0.3x
Cash conversion (OCF / net income) 1.1x -4.0x -0.9x
Stock comp / revenue 9.5% 26.8% 16.9%

Financial Health

11 metrics
MetricAVGOFROGU
Debt / assets 31.6% – 8.4%
Debt / equity 0.6x – 0.2x
Net debt / EBITDA 0.7x – 13.2x
Debt / FCF 1.5x – 1.0x
Liabilities / assets 47.0% 35.5% 54.4%
Equity / assets 53.0% 64.5% 45.6%
Interest coverage 13.7x – -25.5x
Current ratio 2.5x 2.1x 2.0x
Quick ratio 2.2x 2.0x 1.9x
Cash ratio 1.2x 1.7x 1.5x
Altman Z-score 12.25 14.18 2.28

Shareholder Returns

7 metrics
MetricAVGOFROGU
Dividend yield 0.8% – –
Net buyback yield 0.5% -0.2% -0.6%
Shareholder yield 1.3% -0.2% -0.6%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAVGOFROGU
Forward P/E 29.9xFY2026 106.0xFY2026 –
EPS, next fiscal year $11.01FY2026 $0.94FY2026 $-0.70FY2026
EPS growth, next FY +61.4%FY2026 +14.6%FY2026 –
EPS growth, the year after +68.1% +16.0% –
Revenue, next fiscal year $101.99BFY2026 $669.83MFY2026 $2.13BFY2026
Revenue growth, next FY +59.6%FY2026 +25.9%FY2026 +15.3%FY2026
Revenue growth, the year after +61.0% +10.1% +30.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAVGOFROGU
Held by institutions 78.1% 92.7% 84.7%
Institutions holding 4,796 409 558
Change in shares held, QoQ +3.7% +11.1% +8.0%
Institutions buying 2,635 252 306
Institutions selling 1,842 116 161
Buyers to sellers 1.43 2.17 1.90

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

AVGOFROGU
AVGO 1.00 0.19 0.24
FROG 0.19 1.00 0.28
U 0.24 0.28 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AVGO, FROG and U?

Broadcom (AVGO) is the largest by market capitalisation: Broadcom (AVGO) $1.63T, JFrog (FROG) $12.21B, Unity Software (U) $17.69B.

Which company is growing faster?

Broadcom (AVGO) grew revenue fastest over the trailing twelve months: Broadcom (AVGO) +48.7%, JFrog (FROG) +26.4%, Unity Software (U) +14.0%.

Which company is more profitable?

Broadcom (AVGO) has the highest net margin (Broadcom (AVGO) 42.9%, JFrog (FROG) -7.3%, Unity Software (U) -29.0%). On return on invested capital, Broadcom (AVGO) leads (Broadcom (AVGO) 26.0%, Unity Software (U) -17.2%).

Which stock has performed better?

Over the past year JFrog (FROG) returned the most: Broadcom (AVGO) -7.0%, JFrog (FROG) +99.9%, Unity Software (U) +8.2%. Over five years, Broadcom (AVGO) compounded fastest (Broadcom (AVGO) +44.5%/yr, JFrog (FROG) +25.1%/yr, Unity Software (U) -22.5%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Broadcom (AVGO) has been the steadiest (Broadcom (AVGO) 46.3%, JFrog (FROG) 75.2%, Unity Software (U) 75.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, AVGO, FROG and U?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Broadcom (AVGO) leads on 9. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.