AMD vs Broadcom: revenue, margins and valuation
AMD and Broadcom share the fabless design model: each designs chips while outsourcing wafer manufacturing; revenue depends on product demand and mix. Latest reported quarterly revenue: AMD US$13.4B in Q3 2026; Broadcom US$29.6B in Q3 2026.
Valuation
Market cap
Trailing P/Elower is betterPeriods differ
P/Slower is better
Growth
Revenue growth
Peer median (20 companies): 46.5% · 18 with data
Profitability
Gross margin
Peer median (20 companies): 61.9% · 19 with data
Operating margin
Peer median (20 companies): 36.8%
Net margin
Peer median (20 companies): 30.7%
Diluted EPS
EPS (basic)
R&D % of revenue
Peer median (20 companies): 9.9% · 18 with data
Scale
Revenue
Operating income
Net income
R&D
Capex
Free cash flow
Net cash / net debt
Employees
Shares outstanding
| Metric | AMD | Broadcom | Peer median(20 companies) |
|---|---|---|---|
| Valuation | |||
| Market cap | Leader. | ||
| Trailing P/Elower is betterPeriods differ | |||
| P/Slower is better | — | ||
| Growth | |||
| Revenue growth | Leader. | 46.5%18 with data | |
| Profitability | |||
| Gross margin | Leader. | 61.9%19 with data | |
| Operating margin | Leader. | 36.8% | |
| Net margin | Leader. | 30.7% | |
| Diluted EPS | Leader. | ||
| EPS (basic) | — | ||
| R&D % of revenue | 9.9%18 with data | ||
| Scale | |||
| Revenue | Leader. | ||
| Operating income | Leader. | ||
| Net income | Leader. | ||
| R&D | |||
| Capex | |||
| Free cash flow | Leader. | ||
| Net cash / net debt | Leader. | ||
| Employees | |||
| Shares outstanding | |||
Valuation
- Calculated Price ÷ last four reported quarters of diluted EPS. Loss-making companies show N/M.
View sources (1)
- Broadcom: Broadcom Q3 FY2026 10-Q · 12 Oct 2026 · published 9 Sept 2026
Not shown: AMD: period end not recorded.
- Calculated Market cap ÷ trailing-twelve-month revenue.
View sources (1)
- Broadcom: Broadcom Q3 FY2026 10-Q · 12 Oct 2026 · published 9 Sept 2026
Not shown: AMD: No dated market figure stored.
Growth
- Calculated Change versus the same period a year earlier.
View sources (2)
- AMD: AMD Reports Third Quarter 2026 Financial Results · Q3 2026 · published 3 Nov 2026
- Broadcom: Broadcom Form 10-Q filed 10 Sep 2026 · Q3 2026 · published 10 Sept 2026
Profitability
- Calculated Gross profit ÷ revenue, GAAP/IFRS unless labelled otherwise.
View sources (2)
- AMD: AMD Reports Third Quarter 2026 Financial Results · Q3 2026 · published 3 Nov 2026
- Broadcom: Broadcom Form 10-Q filed 10 Sep 2026 · Q3 2026 · published 10 Sept 2026
- Calculated Operating income ÷ revenue, GAAP/IFRS unless labelled otherwise.
View sources (2)
- AMD: AMD Reports Third Quarter 2026 Financial Results · Q3 2026 · published 3 Nov 2026
- Broadcom: Broadcom Form 10-Q filed 10 Sep 2026 · Q3 2026 · published 10 Sept 2026
- Calculated Net income ÷ revenue for the same period (Silicon Analytica calculation unless the company states it).
View sources (2)
- AMD: AMD Reports Third Quarter 2026 Financial Results · Q3 2026 · published 3 Nov 2026
- Broadcom: Broadcom Q3 FY2026 results release · Q3 2026 · published 2 Sept 2026
- Calculated R&D ÷ revenue for the same period.
View sources (2)
- AMD: AMD Reports Third Quarter 2026 Financial Results · Q3 2026 · published 3 Nov 2026
- Broadcom: Broadcom Form 10-Q filed 10 Sep 2026 · Q3 2026 · published 10 Sept 2026
Scale
View sources (2)
- AMD: AMD Reports Third Quarter 2026 Financial Results · Q3 2026 · published 3 Nov 2026
- Broadcom: Broadcom Form 10-Q filed 10 Sep 2026 · Q3 2026 · published 10 Sept 2026
Revenue mix
AMD
Loading…
Broadcom
Loading…
Each company's own classification and latest fiscal year with a stored split; categories differ between companies and are never added together.
Period ends — AMD: 26 Sep 2026 · Broadcom: 2 Aug 2026. Valuation multiples remain trailing.
Copper underline: the leader among values for comparable periods. Higher is better, except P/E and P/S, where the lower positive multiple leads. R&D, capex, employees and shares have no leader. Peer median uses the latest quarter of the 20 covered companies and is shown for ratios only. “—” means neither the figure nor its inputs are stored; hover or tap for the missing input. Values marked Calculated are Silicon Analytica calculations from stored reported figures.
How to read this comparison
Business models. These companies share the fabless design model and are broadly comparable, subject to product mix and definitions. AMD designs chips while outsourcing wafer manufacturing; revenue depends on product demand and mix; Broadcom designs chips while outsourcing wafer manufacturing; revenue depends on product demand and mix.
Accounting and periods. Latest reported quarter ends — AMD: 2026-09-26 · Broadcom: 2026-08-02. Each value retains its period, status and source; adjusted measures remain separate. Same-mode periods within 100 days are compared; valuation multiples remain trailing.
More comparisons
NVIDIA vs AMDIntel vs AMDNVIDIA vs BroadcomAMD vs QualcommBroadcom vs QualcommASML vs Applied MaterialsArm Holdings vs SynopsysTSMC vs Samsung ElectronicsMicron vs SK hynixQualcomm vs MediaTek
Silicon Analytica