Broadcom Inc (AVGO) is overvalued and SK Hynix Inc ADR (SKHY) is slightly undervalued.
Against our estimates of intrinsic value, SKHY trades at the wider discount: a margin of safety of +14%, against -63% for AVGO.
Values as of the 22 Sept 2026 close.
A 12.5x revenue multiple, adjusted for growth and margin, values the shares at $223.35; the price of $364.54 is 63% above that value.
Leak Score 68/100 on 10 of 12 signals
A 12.5x revenue multiple, adjusted for growth and margin, values the shares at $226.78; the price of $195.37 is 14% below that value.
Leak Score 81/100 on 3 of 12 signals
| Metric | AVGO | SKHY |
|---|---|---|
| Verdict | Overvalued | Slightly undervalued |
| Price | $364.54 | $195.37 |
| Intrinsic value | $223.35 | $226.78 |
| Margin of safety | -63% | +14% |
| Leak Score | 68/100 (10/12) | 81/100 (3/12) |
| Market cap | $1.74T | $1.42T |
| Revenue growth, 5 years | 21.7% | 20.4% |
| Operating margin | 48.6% | 67.8% |
| Net margin | 42.9% | 85.0% |
| Return on equity | 44.3% | 93.7% |
| Debt to equity | 0.60 | 0.08 |
| P/E | 46.5x | 12.7x |
| Forward P/E | 18.9x | 5.8x |
| P/B | 17.5x | 8.2x |
| Dividend yield | 0.7% | 0.3% |