Broadcom's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Broadcom (BRCM) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Broadcom vs Its Competitors
- TTM: Trailing 12-month revenue of 8,484M vs -M combined for tracked competitors (100.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+3.1% annualized vs trailing 12 months).
- Peer revenue share: Broadcom accounted for 100.0% of combined revenue among its tracked peer group, up from 100.0% a year earlier.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
BRCM Sales vs. its Competitors, 2015
Broadcom generated 100.00 % of the combined sales of its peer group, up from 100.00 % a year earlier.
For context: the Semiconductors industry grew revenue 47.8% year over year, combined, vs -3.2% for Broadcom. Broadcom's share of combined industry revenue moved from 0.58% to 0.38%, a loss of 0.20 percentage points.
Broadcom's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Broadcom Corp | Yes | Yes | No | No |
| High-Confidence Competitors (42) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 87.50 % (7 of 8) | 0.00 % (0 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
BRCM Stock Performance relative to its Competitors
BRCM Stock Performance relative to High-Confidence Competitors
BRCM Stock Performance relative to Similar Growth & Profitability Competitors
Broadcom's Competitors Named by the Company
Competitive relationships identified from Broadcom reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Netskope Inc | Company report | 85% |
| Credo Technology Group Holding Ltd | Company report | 85% |
| Sentinelone Inc | Company report | 85% |
| Silicom Ltd | Company report | 85% |
| Ciena Corp | Company report | 85% |
| F5 Inc | Company report | 85% |
| Palomino Laboratories Inc. | Company report | 85% |
| Maxlinear Inc | Company report | 85% |
| Nxp Semiconductors N v | Company report | 85% |
| A10 Networks Inc | Company report | 85% |
| Macom Technology Solutions Holdings Inc | Company report | 85% |
| Astera Labs Inc | Company report | 85% |
| Skyworks Solutions Inc | Company report | 85% |
| Pixelworks Inc | Company report | 85% |
| Arista Networks inc | Company report | 85% |
| Qualcomm Inc | Company report | 85% |
| Silicon Laboratories Inc | Company report | 85% |
| Lightwave Logic Inc | Company report | 85% |
| Jfrog Ltd | Company report | 85% |
| Elastic N v | Company report | 85% |
| Power Integrations Inc | Company report | 85% |
| Qualys Inc | Company report | 85% |
| Cloudflare Inc | Company report | 85% |
| Zscaler Inc | Company report | 85% |
| New Relic Inc | Company report | 85% |
| Nutanix Inc | Company report | 85% |
| Crowdstrike Holdings Inc | Company report | 85% |
| On Semiconductor Corporation | Company report | 85% |
| Lumentum Holdings Inc | Company report | 85% |
| Synaptics Incorporated | Company report | 85% |
| Analog Devices Inc | Company report | 85% |
| Xilinx Inc | Company report | 85% |
| Micropac Industries Inc | Company report | 85% |
| Dsp Group Inc | Company report | 85% |
| Dynatrace Inc | Company report | 85% |
| Cyberark Software Ltd | Company report | 85% |
| Proofpoint inc | Company report | 85% |
| Maxim Integrated Products Inc | Company report | 85% |
| Pmc Sierra Inc | Company report | 85% |
| Qorvo Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Broadcom's named competitors require a Commercial License.
Methodology: relationships are extracted from Broadcom reports (named-competitor disclosures) and corroborating sources. Confidence reflects evidence strength.
