We are a global technology leader that designs, develops and supplies a broad range of semiconductor and semiconductor-based solutions and infrastructure software solutions. Our more than 60-year history of innovation dates back to our diverse origins from AT&T/Bell Labs, Lucent and Hewlett-Packard Company, and has evolved through acquisitions, including LSI Corporation, Broadcom Corporation, B…
$481.57
+$21.60 (+4.70%)
Last close via Marketstack
39.89% operating margin is above average. ROIC at 14.16%.
Revenue up 23.9% YoY with margins expanding 13.8pp.
At 94x earnings, the current multiple leaves limited room for execution misses or growth deceleration.
93.9x earnings, 81.4x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$68.28B
▲ +23.9% YoY
Net Income (TTM)
$24.97B
▲ +292.3% YoY
Op. Margin
40.69%
▲ +13.8pp YoY
ROIC
19.24%
▲ +4.5pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$28.91B
▲ +38.6% YoY
Op. Cash Flow (TTM)
$29.68B
▲ +37.9% YoY
Net Debt
$51.88B
Cash & Equiv.
$14.17B
5Y CAGR: +21.7%
5Y CAGR: +18.3%
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