TMUS vs AAPL vs QCOM vs SWKS vs AVGO

For growth investors, Broadcom Inc.

(AVGO) is the stronger pick with 23. 9% revenue growth year-over-year, versus -2. 2% for Skyworks Solutions, Inc. (SWKS). T-Mobile US, Inc. (TMUS) offers the better valuation at 20. 0x trailing P/E (18. 5x forward), making it the more compelling value choice. Analysts rate T-Mobile US, Inc. (TMUS) a "Buy" — based on 54 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, T-Mobile US, Inc.

(TMUS) is the cheapest at 20. 0x versus Broadcom Inc. at 86. 5x. On forward P/E, Skyworks Solutions, Inc. is actually cheaper at 13. 8x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: T-Mobile US, Inc. wins at 0. 62x versus QUALCOMM Incorporated's 9. 06x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Broadcom Inc.

(AVGO) delivered a total return of +833. 6%, compared to -55. 5% for Skyworks Solutions, Inc. (SWKS). Over 10 years, the gap is even starker: AVGO returned +29. 0% versus SWKS's +31. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), T-Mobile US, Inc.

(TMUS) is the lower-risk stock at -0. 28β versus Broadcom Inc. 's 1. 96β — meaning AVGO is approximately -801% more volatile than TMUS relative to the S&P 500. On balance sheet safety, Skyworks Solutions, Inc. (SWKS) carries a lower debt/equity ratio of 21% versus 2% for T-Mobile US, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Broadcom Inc.

(AVGO) is pulling ahead at 23. 9% versus -2. 2% for Skyworks Solutions, Inc. (SWKS). On earnings-per-share growth, the picture is similar: Broadcom Inc. grew EPS 287. 8% year-over-year, compared to -44. 2% for QUALCOMM Incorporated. Over a 3-year CAGR, AVGO leads at 24. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Broadcom Inc.

(AVGO) is the more profitable company, earning 36. 2% net margin versus 11. 7% for Skyworks Solutions, Inc. — meaning it keeps 36. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AVGO leads at 39. 9% versus 12. 2% for SWKS. At the gross margin level — before operating expenses — AVGO leads at 67. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, T-Mobile US, Inc. (TMUS) is the more undervalued stock at a PEG of 0. 62x versus QUALCOMM Incorporated's 9. 06x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Skyworks Solutions, Inc. (SWKS) trades at 13. 8x forward P/E versus 36. 5x for Broadcom Inc. — 22. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TMUS: 30. 8% to $254. 08.

All stocks in this comparison pay dividends.

Skyworks Solutions, Inc. (SWKS) offers the highest yield at 4. 3%, versus 0. 4% for Apple Inc. (AAPL).

For long-horizon retirement investors, T-Mobile US, Inc.

(TMUS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 28), 1. 9% yield, +407. 2% 10Y return). Broadcom Inc. (AVGO) carries a higher beta of 1. 96 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (TMUS: +407. 2%, AVGO: +29. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (TMUS (Communication Services) and AAPL (Technology) and QCOM (Technology) and SWKS (Technology) and AVGO (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: TMUS is a large-cap quality compounder stock; AAPL is a mega-cap quality compounder stock; QCOM is a large-cap quality compounder stock; SWKS is a small-cap income-oriented stock; AVGO is a mega-cap high-growth stock. TMUS, QCOM, SWKS, AVGO pay a dividend while AAPL does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.