Broadcom vs Micron Technology (AVGO vs MU)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Broadcom is the larger company by revenue ($63.9B vs $37.4B) and market value ($1.8T vs $1.1T). Broadcom has grown revenue faster over the last 4 fiscal years (+132.7% cumulative vs +34.9%). Broadcom runs the higher operating margin (39.9% vs 26.1%). Micron Technology trades at the lower trailing P/E (21.1x vs 61.7x).
About Broadcom
Broadcom Inc. designs, develops, and supplies semiconductor and semiconductor-based solutions along with infrastructure software solutions. Its products include digital and mixed signal devices, network interface cards, switches, and modules used in data centers, networking equipment, wireless devices, and storage systems. Broadcom serves business and government customers, including hyperscalers, original equipment manufacturers, and system integrators across markets such as networking connectivity, wireless device connectivity, servers and storage systems, and broadband.
About Micron Technology
Micron Technology Inc produces memory and storage solutions including DRAM, NAND, and NOR semiconductor products. The company serves various markets such as data centers, mobile devices, automotive, industrial, and consumer electronics through its business units focused on cloud memory, core data center, mobile and client, and automotive and embedded segments. Its products include components, modules, solid state drives, managed NAND, and multi-chip packages designed for applications ranging from AI and high-performance computing to mobile and automotive uses.
Head to head (AVGO FY2025 vs MU FY2025)
| Metric | AVGOFY2025 | MUFY2025 |
|---|---|---|
| Revenue | $63.89B | $37.38B |
| Revenue growth (YoY) | 23.9% | 48.9% |
| Gross margin | 67.8% | 39.8% |
| Operating margin | 39.9% | 26.1% |
| Net margin | 36.2% | 22.8% |
| Net income | $23.13B | $8.54B |
| Diluted EPS | $4.77 | $7.59 |
| FCF margin | 42.1% | 4.5% |
| ROE | 28.4% | 15.8% |
| Long-term debt / equity | 0.76× | 0.26× |
| Market cap | $1.76T | $1.05T |
| P/E | 61.7× | 21.1× |
Fundamentals are from each company’s SEC filings (AVGO FY2025, MU FY2025). ROE is net income over fiscal-year-end equity; long-term debt / equity counts non-current term debt only. P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.
Five-year trend (as reported)
| Revenue | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| AVGO | $27.45B | $33.20B | $35.82B | $51.57B | $63.89B |
| MU | $27.70B | $30.76B | $15.54B | $25.11B | $37.38B |
Peer standing
Where each company ranks among the 88 semiconductor companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.
| Metric | AVGO | MU |
|---|---|---|
| Gross margin | 67.8%91st percentile of 78 | 39.8%44th percentile of 78 |
| Operating margin | 39.9%97th percentile of 79 | 26.1%88th percentile of 79 |
| Net margin | 36.2%97th percentile of 80 | 22.8%86th percentile of 80 |
| FCF margin | 42.1%96th percentile of 78 | 4.5%40th percentile of 78 |
| Revenue growth (YoY) | +23.9%68th percentile of 88 | +48.9%86th percentile of 88 |
| ROE | 28.4%93rd percentile of 74 | 15.8%74th percentile of 74 |
| P/E | 61.7×67th percentile of 44 | 21.1×19th percentile of 44 |
| Long-term debt / equity | 0.76×84th percentile of 44 | 0.26×51st percentile of 44 |
| Short interest (days to cover) | 3.21d57th percentile of 88 | 1.00d1st percentile of 88 |
Short interest
| FINRA settlement data | AVGO | MU |
|---|---|---|
| Shares sold short | 56.2M | 30.0M |
| Change vs prior settlement | -8.2% | +0.4% |
| Days to cover | 3.21 | 1.00 |
| As of settlement | 2026-08-14 | 2026-08-14 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.
Insider activity (last 90 days)
| Form 4 activity (codes P/S) | AVGO | MU |
|---|---|---|
| Buys | 1 ($373,570) | 0 |
| Sells | 53 ($283.7M) | 140 ($182.2M) |
Non-derivative purchases (code P) and sales (code S) reported on SEC Form 4, which may be open-market or private (grants, exercises and tax withholding excluded). For context, about 15% of covered companies saw any reported insider purchase (code P) in a 90-day window.
Held by the same investors
15 tracked 13F managers hold both Broadcom and Micron Technology as of their latest quarterly filings: AQR Capital Management, Appaloosa, Bridgewater Associates, Citadel Advisors, Coatue Management, D. E. Shaw, Gotham Asset Management, Harris Associates (Oakmark), Maverick Capital, Millennium Management, Point72 Asset Management, Renaissance Technologies and 3 more. See which superinvestors hold your own portfolio with the smart money checker.
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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.