Strong Growth Catalysts; Stock Undervalued

Broadcom Expected To Beat Quarterly Earnings Expectations

Justin Sullivan

Thesis

During the trailing twelve months, Broadcom (NASDAQ:AVGO) has distributed about $15 billion to shareholders, as compared to a market capitalization of less than $240 billion. In general, Broadcom is looking like a ‘value’ opportunity, trading at cheap multiples. This is surprising, however, as an analyst could

AVGO vs SPY 5y performance

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Broadcom overview

Broadcom Investor Presentation

Broadcom Revenue Split

Broadcom Investor Presentation

Broadcom M&A activity

Broadcom Investor Presentation

Broadcom financials

Broadcom Investor Presentation

AVGO valuation

Analyst Consensus EPS; Author’s Calculation

AVGO valuation sensitivity table

Analyst Consensus EPS; Author’s Calculation

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