Broadcom's custom integrated circuits are presented as an alternative to buying products directly from AMD.
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Should Investors Buy Broadcom Stock Instead of Marvell Stock? | AVGO Stock vs. MRVL Stock
Sep 28, 2026
The creator compares Broadcom (AVGO) and Marvell (MRVL) as potential beneficiaries of the AI boom, analyzing their sales, profitability, and return on invested capital. While both companies are experiencing strong demand, Broadcom shows significantly higher operating margins and profitability compared to Marvell, although Marvell's margins are improving. The creator aims to determine which stock is undervalued or a better long-term buy.
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Broadcom's custom integrated circuits are presented as an alternative to buying products directly from Nvidia.
Marvell is also seeing significant demand for its custom integrated circuits, particularly in data center connectivity, with its CEO suggesting it could become the next trillion-dollar semiconductor company.
Broadcom is experiencing massive sales growth, with its business expanding from $35 billion to nearly $90 billion in the last twelve months, partly due to the VMware acquisition and demand for its custom integrated circuits.
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