U vs AVGO vs FROG Stock Comparison

Unity Software, Broadcom and JFrog Prices as of Nov 3, 2026 Peers: Industry group
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U Unity Software Inc.
$40.49 -7.2% 1M +7.8% 1Y
Market cap
$18.65B
P/E
–
Revenue (TTM)
$2.03B
Div. yield
–
Developer Tools Technology
AVGO Broadcom Inc.
$332.13 -6.5% 1M -8.4% 1Y
Market cap
$1.55T
P/E
40.5x
Revenue (TTM)
$89.10B
Div. yield
–
Semiconductor Design Technology
9 wins
FROG JFrog Ltd
$88.49 -7.3% 1M +83.3% 1Y
Market cap
$10.43B
P/E
–
Revenue (TTM)
$599.96M
Div. yield
–
Developer Tools Technology
1 win

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.

QuestionUAVGOFROGLeader
Larger companyMarket capitalisation $18.65B $1.55T $10.43B AVGO
Cheaper on earningsLower P/E, profitable companies only -31.7x 40.5x -236.5x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 30.2x 94.1x AVGO
Faster revenue growthRevenue growth, trailing twelve months +14.0% +48.7% +26.4% AVGO
More profitableNet margin, trailing twelve months -29.0% 42.9% -7.3% AVGO
Better return on capitalReturn on invested capital -17.2% 26.0% — AVGO
Less leveragedLower net debt / EBITDA 13.2x 0.7x — AVGO
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +7.8% -8.4% +83.3% FROG
Better 5-year returnAnnualised price return, 5 years -23.2%/yr +43.4%/yr +20.1%/yr AVGO
Less volatileAnnualised volatility, 1 year 74.7% 46.7% 75.9% AVGO
Higher overall scoreMean of the five percentile scores vs peers 46/100 65/100 59/100 AVGO

Percentile Scorecard

UAVGOFROG

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

AxisUAVGOFROG
Valuation 55 #57 of 124 44 #53 of 94 40 #75 of 124
Growth 44 #64 of 114 91 #9 of 92 80 #24 of 114
Profitability 49 #57 of 111 94 #6 of 90 57 #48 of 111
Financial Health 51 #63 of 128 35 #66 of 101 72 #37 of 128
Shareholder Returns 32 #50 of 73 60 #32 of 79 44 #41 of 73
Overall 46 65 59
  • U ranked among 136 companies in Infrastructure Software
  • AVGO ranked among 103 companies in Semiconductors
  • FROG ranked among 136 companies in Infrastructure Software

Price Performance

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

Returns

PeriodUAVGOFROGSPY
1 month -7.2%-6.5%-7.3% -2.0%
3 months +15.0%-20.6%+2.6% -2.2%
6 months +48.1%-22.3%+62.6% +4.2%
Year to date -8.3%-4.0%+41.7% +10.6%
1 year +7.8%-8.4%+83.3% +10.4%
3 years +46.5%+276.3%+229.8% +73.6%
3 years, per year +13.6%+55.6%+48.9% +20.2%
5 years -73.3%+505.4%+149.6% +61.6%
5 years, per year -23.2%+43.4%+20.1% +10.1%
10 years —+1,819.8%— +261.3%
10 years, per year —+34.4%— +13.7%

Risk

MeasureUAVGOFROGSPY
Volatility, 1Y 74.7%46.7%75.9% 12.8%
Downside volatility, 1Y 81.6%49.3%72.8% 12.8%
Beta vs S&P 500, 1Y 2.172.211.45 1.00
Return / volatility, 1Y 0.10-0.181.10 0.81
Max drawdown, 5Y -93.1%-41.5%-56.6% -25.4%
From 52-week high -18.2%-31.0%-14.9% -3.2%
52-week high $49.47$481.57$104.03 $779.14
52-week low $17.13$293.41$34.75 $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.

MultipleUAVGOFROG
P/E now vs peer median -30.2xmedian 38.8x 41.4xmedian 41.4x -244.6xmedian 38.8x
P/S now vs peer median 8.8xmedian 4.4x 17.8xmedian 6.6x 18.1xmedian 4.4x
EV/EBITDA now vs peer median -118.3xmedian 28.6x 31.3xmedian 26.6x -215.2xmedian 28.6x
P/FCF now vs peer median 33.1xmedian 23.6x 40.2xmedian 39.1x 64.2xmedian 23.6x
P/B now vs peer median 5.9xmedian 3.1x 15.9xmedian 4.2x 11.3xmedian 3.1x
PEG now vs peer median -1.53median 1.27 1.21median 1.84 -10.39median 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 monthsUAVGOFROG
Revenue $2.03B $89.10B $599.96M
Gross profit $1.32B $61.28B $467.14M
Operating income -$616.00M $42.81B -$69.09M
Net income -$588.01M $38.27B -$44.07M
Free cash flow $538.39M $39.40B $169.70M
R&D $1.03B $11.84B $210.17M
EPS (diluted) $-1.34 $7.83 $-0.36
Cash & equivalents $2.35B $23.98B $96.69M
Total debt $557.17M $59.42B –
Shares (diluted) 437.90M 4.89B 121.82M
Enterprise value $10.21B $1.47T $7.50B

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
MetricUAVGOFROG
P/E -30.2x 41.4x -244.6x
P/FCF 33.1x 40.2x 64.2x
P/Operating cash flow 32.2x 39.0x 61.8x
P/S 8.8x 17.8x 18.1x
P/B 5.9x 15.9x 11.3x
P/Tangible book 6.2x 21.6x 11.7x
EV/EBITDA -118.3x 31.3x -215.2x
EV/EBIT -26.0x 37.9x -145.7x
EV/Revenue 7.9x 18.2x 16.8x
EV/FCF 29.8x 41.1x 59.3x
EV/Operating cash flow 28.9x 39.9x 57.1x
PEG (3Y EPS CAGR) -1.53 1.21 -10.39

Growth

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

Profitability

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

Financial Health

11 metrics
MetricUAVGOFROG
Debt / assets 8.4% 31.6% –
Debt / equity 0.2x 0.6x –
Net debt / EBITDA 13.2x 0.7x –
Debt / FCF 1.0x 1.5x –
Liabilities / assets 54.4% 47.0% 35.5%
Equity / assets 45.6% 53.0% 64.5%
Interest coverage -25.5x 13.7x –
Current ratio 2.0x 2.5x 2.1x
Quick ratio 1.9x 2.2x 2.0x
Cash ratio 1.5x 1.2x 1.7x
Altman Z-score 2.29 12.34 12.63

Shareholder Returns

7 metrics
MetricUAVGOFROG
Dividend yield – 0.8% –
Net buyback yield -0.6% 0.5% -0.2%
Shareholder yield -0.6% 1.3% -0.2%
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.

ConsensusUAVGOFROG
Forward P/E – 30.2xFY2026 94.1xFY2026
EPS, next fiscal year $-0.70FY2026 $11.01FY2026 $0.94FY2026
EPS growth, next FY – +61.4%FY2026 +14.6%FY2026
EPS growth, the year after – +68.8% +16.0%
Revenue, next fiscal year $2.13BFY2026 $102.00BFY2026 $669.83MFY2026
Revenue growth, next FY +15.3%FY2026 +59.7%FY2026 +25.9%FY2026
Revenue growth, the year after +30.9% +61.2% +10.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersUAVGOFROG
Held by institutions 84.7% 78.1% 92.7%
Institutions holding 560 4,805 411
Change in shares held, QoQ +8.0% +3.7% +11.1%
Institutions buying 307 2,639 252
Institutions selling 161 1,846 116
Buyers to sellers 1.91 1.43 2.17

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.

UAVGOFROG
U 1.00 0.24 0.29
AVGO 0.24 1.00 0.20
FROG 0.29 0.20 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, U, AVGO and FROG?

Broadcom (AVGO) is the largest by market capitalisation: Unity Software (U) $18.65B, Broadcom (AVGO) $1.55T, JFrog (FROG) $10.43B.

Which company is growing faster?

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

Which company is more profitable?

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

Which stock has performed better?

Over the past year JFrog (FROG) returned the most: Unity Software (U) +7.8%, Broadcom (AVGO) -8.4%, JFrog (FROG) +83.3%. Over five years, Broadcom (AVGO) compounded fastest (Unity Software (U) -23.2%/yr, Broadcom (AVGO) +43.4%/yr, JFrog (FROG) +20.1%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Broadcom (AVGO) has been the steadiest (Unity Software (U) 74.7%, Broadcom (AVGO) 46.7%, JFrog (FROG) 75.9%). Volatility measures how widely the price swings, not the risk of the business.

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

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.