Broadcomvs.Western Digital
AVGO vs WDC · both in Chips & accelerators, part of the AI & digital infrastructure value chain: Designs and builds the processors, accelerators and memory that train and run AI.
Broadcom is about 12× larger than Western Digital by market cap; Western Digital trades at the lower P/E (14.7 vs 45.2); year to date, Western Digital leads (+135.3% vs +8.8%).
Side by side
| AVGO | WDC | |
|---|---|---|
| Market cap | $1.7T | $139B |
| Price | $360.14 | $393.31 |
| Today | −4.3% | −3.0% |
| Return YTD | +8.8% | +135.3% |
| Return 1Y | +11.9% | +238.0% |
| Since June 26, 2026 | −1.3% | −32.9% |
| P/E | 45.2 | 14.7 |
| P/S | 19.4 | 10.7 |
| P/B | 17.4 | 15.7 |
Data as of 2026-10-08 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
The two companies
BroadcomAVGO
Custom silicon designed to order: Broadcom builds AI ASICs to hyperscalers' own specifications, Google's TPUs among them. Tomahawk and Jericho chips move the network traffic, and VMware supplies the infrastructure software.
Full AVGO profile →Western DigitalWDC
Hard drives for data centres, where AI has pushed demand for cheap bulk capacity to records.
Full WDC profile →More AVGO & WDC comparisons
Other head-to-heads in the Chips & accelerators segment.