Broadcom vs Visa

Broadcom Inc. vs Visa, Inc. This page compares business models, financial performance, and market context for the two companies, with neutral, accessible explanations of how each operates and engages with its markets. Educational content, not financial advice.

Broadcom Inc. vs Visa, Inc. This page compares business models, financial performance, and market context for the two companies, with neutral, accessible explanations of how each operates and engages ...

Comparison Snapshot

Key Financial Metrics

AVGO

Metric

V

$1.54T

Market Cap

$628.15B

33.81%

Potential Profit

20.08%

Buy

Analyst Rating

Buy

Why It's Moving

Broadcom Shares Slide on China Crackdown, Insider Sales, and Debt Raise

Chinese officials directed local firms to ditch U.S. vendors like Broadcom's VMware, amplifying fears of revenue hits in a key market.
CEO Hock Tan offloaded $24.3 million in shares, with CFO Kirsten Spears selling 30,000 and insiders dumping $284 million worth over three months, signaling potential caution.
The $4.5 billion senior note sale to repay debt, amid a falling Nasdaq, fueled doubts about balance sheet strength and growth outlook amid broader market weakness.

Sentiment:

🐻Bearish

Visa Stock Steadies Amid Hype for Earnings as Analysts Eye Upside Potential.

Adjusted EPS hit $2.98 in recent quarter, edging past forecasts of $2.97 and highlighting resilient transaction volumes despite policy volatility.
Q1 2026 EPS estimates near $3.14 signal strong double-digit gains, fueled by value-added services, B2B payments modernization, and stablecoin opportunities.
Major institutions maintain Strong Buy ratings, citing Visa's inflation-linked revenue model, hefty buybacks, and edge in agentic commerce over fintech rivals.

Sentiment:

🐃Bullish

Broadcom Shares Slide on China Crackdown, Insider Sales, and Debt Raise

Chinese officials directed local firms to ditch U.S. vendors like Broadcom's VMware, amplifying fears of revenue hits in a key market.
CEO Hock Tan offloaded $24.3 million in shares, with CFO Kirsten Spears selling 30,000 and insiders dumping $284 million worth over three months, signaling potential caution.
The $4.5 billion senior note sale to repay debt, amid a falling Nasdaq, fueled doubts about balance sheet strength and growth outlook amid broader market weakness.

Sentiment:

🐻Bearish

Visa Stock Steadies Amid Hype for Earnings as Analysts Eye Upside Potential.

Adjusted EPS hit $2.98 in recent quarter, edging past forecasts of $2.97 and highlighting resilient transaction volumes despite policy volatility.
Q1 2026 EPS estimates near $3.14 signal strong double-digit gains, fueled by value-added services, B2B payments modernization, and stablecoin opportunities.
Major institutions maintain Strong Buy ratings, citing Visa's inflation-linked revenue model, hefty buybacks, and edge in agentic commerce over fintech rivals.

Sentiment:

🐃Bullish

Investment Analysis

Broadcom

AVGO

Pros

Broadcom is a global leader in semiconductors and infrastructure software with over $30 billion in annual revenue, serving diverse markets including wireless and AI.
The company is strategically positioned in the AI chip market, with a $10 billion custom AI chip order from OpenAI and an AI chip backlog exceeding $100 billion.
Broadcom maintains high gross profit margins around 77% and has shown strong revenue growth of about 34% recently, reflecting robust financial strength.

Considerations

Broadcom's semiconductor business is cyclical and dependent on a small number of large wireless and AI customers, which concentrates revenue risk.
The stock trades at a high valuation with a price-to-earnings ratio near 90 and price-to-sales ratio above 23, indicating expensive market pricing relative to peers.
Recent market volatility has resulted in short-term price declines, reflecting potential execution risk amid macroeconomic uncertainty and tech sector pressures.

Visa

V

Pros

Visa is a globally dominant payments technology company operating VisaNet, a highly scalable and secure transaction processing network.
The company benefits from consistent cash flow generation and strong brand recognition, supporting ongoing investments in digital payment innovation and expansion.
Visa has established a resilient business model with exposure to diverse geographies and increasing adoption of electronic payments worldwide.

Considerations

Visa's revenue growth is somewhat sensitive to global economic cycles and regulatory risks affecting transaction volumes and interchange fees.
Intense competition from other payment networks and fintech disruptors poses challenges to maintaining market share and fee structures.
The company faces execution risks related to ongoing investments in new technology infrastructure and potential disruptions from evolving digital payment trends.

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About The Companies

Broadcom (AVGO)

Broadcom Inc. (AVGO) is a major player in semiconductors and infrastructure software, with a market capitalisation around $1.62T. The company designs chips for data centres, networking, wireless devices, broadband, and storage, while its software arm—grown through acquisitions—adds recurring licence and support revenues. Investors often notice Broadcom for its scale, high gross margins and history of share buybacks and dividend payments. Key growth drivers include cloud spending, 5G wireless adoption and demand for high-performance networking components. That said, Broadcom operates in a cyclical industry and faces integration, regulatory and geopolitical risks as well as customer concentration. Valuation can reflect future expectations, and past performance is not a guarantee of future returns. This summary is for educational purposes only and not investment advice; suitability depends on an individual’s objectives, risk tolerance and circumstances.

Visa (V)

Visa, Inc. operates one of the world’s largest digital payments networks, connecting consumers, merchants, financial institutions and governments. Its core business is authorising and processing card and digital transactions rather than taking payment risk, which makes it a capital‑light, fee‑based model with historically strong margins. Visa benefits from broad network effects — higher transaction volumes attract more participants and generate richer data — and from secular trends such as e‑commerce growth, contactless payments and expanding cross‑border flows. With a market capitalisation of about $669 billion, the company combines predictable fee income, modest dividends and regular share buybacks. Key risks include regulatory and antitrust scrutiny, competition from other card networks and fintech firms, cybersecurity threats and sensitivity to consumer spending and global travel. This information is educational only and not personal advice; investments can fall as well as rise and suitability depends on individual circumstances.

Broadcom (AVGO) Next Earnings Date

Broadcom Inc. (AVGO) is scheduled to report its next earnings on March 5, 2026. This earnings release will cover the company's fiscal Q1 2026 results. Analysts currently expect the company to report earnings per share of $2.02 for the period. The report is anticipated to be released after market close on that date.

Visa (V) Next Earnings Date

Visa, Inc. (V) is scheduled to report its next earnings on January 29, 2026, covering the fiscal first quarter of 2026 (Q1 2026). This follows the most recent Q4 2025 results released on October 28, 2025. The announcement is set for after market close, with a conference call to follow.

Broadcom (AVGO) Next Earnings Date

Broadcom Inc. (AVGO) is scheduled to report its next earnings on March 5, 2026. This earnings release will cover the company's fiscal Q1 2026 results. Analysts currently expect the company to report earnings per share of $2.02 for the period. The report is anticipated to be released after market close on that date.

Visa (V) Next Earnings Date

Visa, Inc. (V) is scheduled to report its next earnings on January 29, 2026, covering the fiscal first quarter of 2026 (Q1 2026). This follows the most recent Q4 2025 results released on October 28, 2025. The announcement is set for after market close, with a conference call to follow.

Which Baskets Do They Appear In?

Pioneering Sickle Cell Solutions

Pfizer's recent failure in a key sickle cell disease trial highlights the urgent need for new therapies. This setback creates a significant opportunity for innovative biotech companies developing alternative treatments, including potentially curative gene therapies.

Published: August 17, 2025

Explore Basket

Which Baskets Do They Appear In?

Pioneering Sickle Cell Solutions

Pfizer's recent failure in a key sickle cell disease trial highlights the urgent need for new therapies. This setback creates a significant opportunity for innovative biotech companies developing alternative treatments, including potentially curative gene therapies.

Published: August 17, 2025

Explore Basket

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Comparison Snapshot

Why It's Moving

Broadcom Shares Slide on China Crackdown, Insider Sales, and Debt Raise

Visa Stock Steadies Amid Hype for Earnings as Analysts Eye Upside Potential.

Broadcom Shares Slide on China Crackdown, Insider Sales, and Debt Raise

Visa Stock Steadies Amid Hype for Earnings as Analysts Eye Upside Potential.