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 13× larger than Western Digital by market cap; Western Digital trades at the lower P/E (16.6 vs 68.4); year to date, Western Digital leads (+152.7% vs +3.7%).
Side by side
| AVGO | WDC | |
|---|---|---|
| Market cap | $2T | $157B |
| Price | $356.74 | $450.75 |
| Today | −0.6% | +3.5% |
| Return YTD | +3.7% | +152.7% |
| Return 1Y | +22.0% | +465.6% |
| P/E | 68.4 | 16.6 |
| P/S | 26.6 | 12.1 |
| P/B | 22.9 | 17.7 |
Data as of 2026-08-26 · updates daily after U.S. close
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.