Broadcom Inc
AVGO: XNAS (USA)
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
$8,631.00 | Szskh | Czxbhjqmr |
Broadcom Is a High-Value Chipmaker With Growing AI Exposure and a Wide Economic Moat
Business Strategy and Outlook
Broadcom is an amalgamation of high-value chip and software businesses that on the whole are differentiated and moaty, in our view. Broadcom is a terrific aggregator of smaller firms. Its ability to acquire and streamline generates strong profits and cash flow, and fuels its robust dividend. We laud the firm for its execution and operating efficiency, which build upon its large organic investment and help it to outperform its end markets organically.