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Side-by-side financial comparison of Broadcom (AVGO) and US Foods Holding Corp. (USFD). Click either name above to swap in a different company.

Broadcom is the larger business by last-quarter revenue ($18.0B vs $9.8B, roughly 1.8× US Foods Holding Corp.). Broadcom runs the higher net margin — 47.3% vs 1.9%, a 45.4% gap on every dollar of revenue. On growth, Broadcom posted the faster year-over-year revenue change (28.2% vs 3.3%). Broadcom produced more free cash flow last quarter ($7.5B vs $159.0M). Over the past eight quarters, Broadcom's revenue compounded faster (22.7% CAGR vs 4.6%).

Broadcom Inc. is an American multinational designer, developer, manufacturer, and global supplier of a wide range of semiconductor and infrastructure software products. Broadcom's product offerings serve the data center, networking, software, broadband, wireless, storage, and industrial markets. As of 2025—amid the AI boom—Broadcom is one of the largest companies globally, and could be considered part of the Big Tech group and the Magnificent Seven, replacing Tesla.

US Foods Holding Corp. is an American food service distributor. It is the second-largest food service distributor in the U.S., after Sysco. The company supplies 250,000 locations including independent restaurants, chain restaurants, healthcare, hospitality, and educational institutions.

AVGO vs USFD — Head-to-Head

Bigger by revenue
AVGO
AVGO
1.8× larger
AVGO
$18.0B
$9.8B
USFD
Growing faster (revenue YoY)
AVGO
AVGO
+24.9% gap
AVGO
28.2%
3.3%
USFD
Higher net margin
AVGO
AVGO
45.4% more per $
AVGO
47.3%
1.9%
USFD
More free cash flow
AVGO
AVGO
$7.3B more FCF
AVGO
$7.5B
$159.0M
USFD
Faster 2-yr revenue CAGR
AVGO
AVGO
Annualised
AVGO
22.7%
4.6%
USFD

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
AVGO
AVGO
USFD
USFD
Revenue
$18.0B
$9.8B
Net Profit
$8.5B
$184.0M
Gross Margin
68.0%
17.6%
Operating Margin
41.7%
3.3%
Net Margin
47.3%
1.9%
Revenue YoY
28.2%
3.3%
Net Profit YoY
97.0%
178.8%
EPS (diluted)
$1.75
$0.82

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
AVGO
AVGO
USFD
USFD
Q4 25
$18.0B
$9.8B
Q3 25
$16.0B
$10.2B
Q2 25
$15.0B
$10.1B
Q1 25
$14.9B
$9.4B
Q4 24
$14.1B
$9.5B
Q3 24
$13.1B
$9.7B
Q2 24
$12.5B
$9.7B
Q1 24
$12.0B
$8.9B
Net Profit
AVGO
AVGO
USFD
USFD
Q4 25
$8.5B
$184.0M
Q3 25
$4.1B
$153.0M
Q2 25
$5.0B
$224.0M
Q1 25
$5.5B
$115.0M
Q4 24
$4.3B
$66.0M
Q3 24
$-1.9B
$148.0M
Q2 24
$2.1B
$198.0M
Q1 24
$1.3B
$82.0M
Gross Margin
AVGO
AVGO
USFD
USFD
Q4 25
68.0%
17.6%
Q3 25
67.1%
17.2%
Q2 25
68.0%
17.6%
Q1 25
68.0%
17.3%
Q4 24
64.1%
17.6%
Q3 24
63.9%
17.1%
Q2 24
62.3%
17.6%
Q1 24
61.7%
16.7%
Operating Margin
AVGO
AVGO
USFD
USFD
Q4 25
41.7%
3.3%
Q3 25
36.9%
2.8%
Q2 25
38.8%
3.7%
Q1 25
42.0%
2.4%
Q4 24
32.9%
3.2%
Q3 24
29.0%
2.9%
Q2 24
23.7%
3.6%
Q1 24
17.4%
1.8%
Net Margin
AVGO
AVGO
USFD
USFD
Q4 25
47.3%
1.9%
Q3 25
26.0%
1.5%
Q2 25
33.1%
2.2%
Q1 25
36.9%
1.2%
Q4 24
30.8%
0.7%
Q3 24
-14.3%
1.5%
Q2 24
17.0%
2.0%
Q1 24
11.1%
0.9%
EPS (diluted)
AVGO
AVGO
USFD
USFD
Q4 25
$1.75
$0.82
Q3 25
$0.85
$0.67
Q2 25
$1.03
$0.96
Q1 25
$1.14
$0.49
Q4 24
$-5.63
$0.28
Q3 24
$-0.40
$0.61
Q2 24
$4.42
$0.80
Q1 24
$2.84
$0.33

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
AVGO
AVGO
USFD
USFD
Cash + ST InvestmentsLiquidity on hand
$16.2B
$41.0M
Total DebtLower is stronger
$62.0B
$5.1B
Stockholders' EquityBook value
$81.3B
$4.3B
Total Assets
$171.1B
$13.9B
Debt / EquityLower = less leverage
0.76×
1.18×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AVGO
AVGO
USFD
USFD
Q4 25
$16.2B
$41.0M
Q3 25
$10.7B
$56.0M
Q2 25
$9.5B
$61.0M
Q1 25
$9.3B
$101.0M
Q4 24
$9.3B
$59.0M
Q3 24
$10.0B
$81.0M
Q2 24
$9.8B
$405.0M
Q1 24
$11.9B
$267.0M
Total Debt
AVGO
AVGO
USFD
USFD
Q4 25
$62.0B
$5.1B
Q3 25
$62.8B
$4.8B
Q2 25
$61.8B
$4.7B
Q1 25
$60.9B
$4.7B
Q4 24
$66.3B
$4.8B
Q3 24
$66.8B
$4.7B
Q2 24
$71.6B
$4.6B
Q1 24
$73.5B
$4.6B
Stockholders' Equity
AVGO
AVGO
USFD
USFD
Q4 25
$81.3B
$4.3B
Q3 25
$73.3B
$4.5B
Q2 25
$69.6B
$4.6B
Q1 25
$69.8B
$4.6B
Q4 24
$67.7B
$4.5B
Q3 24
$65.7B
$4.6B
Q2 24
$70.0B
$5.0B
Q1 24
$70.3B
$4.8B
Total Assets
AVGO
AVGO
USFD
USFD
Q4 25
$171.1B
$13.9B
Q3 25
$165.6B
$14.0B
Q2 25
$164.6B
$13.8B
Q1 25
$165.4B
$13.7B
Q4 24
$165.6B
$13.4B
Q3 24
$168.0B
$13.5B
Q2 24
$175.2B
$13.7B
Q1 24
$177.9B
$13.4B
Debt / Equity
AVGO
AVGO
USFD
USFD
Q4 25
0.76×
1.18×
Q3 25
0.86×
1.08×
Q2 25
0.89×
1.02×
Q1 25
0.87×
1.02×
Q4 24
0.98×
1.06×
Q3 24
1.02×
1.01×
Q2 24
1.02×
0.92×
Q1 24
1.05×
0.95×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
AVGO
AVGO
USFD
USFD
Operating Cash FlowLast quarter
$7.7B
$293.0M
Free Cash FlowOCF − Capex
$7.5B
$159.0M
FCF MarginFCF / Revenue
41.4%
1.6%
Capex IntensityCapex / Revenue
1.3%
1.4%
Cash ConversionOCF / Net Profit
0.90×
1.59×
TTM Free Cash FlowTrailing 4 quarters
$26.9B
$959.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
AVGO
AVGO
USFD
USFD
Q4 25
$7.7B
$293.0M
Q3 25
$7.2B
$351.0M
Q2 25
$6.6B
$334.0M
Q1 25
$6.1B
$391.0M
Q4 24
$5.6B
$283.0M
Q3 24
$5.0B
$270.0M
Q2 24
$4.6B
$482.0M
Q1 24
$4.8B
$139.0M
Free Cash Flow
AVGO
AVGO
USFD
USFD
Q4 25
$7.5B
$159.0M
Q3 25
$7.0B
$236.0M
Q2 25
$6.4B
$257.0M
Q1 25
$6.0B
$307.0M
Q4 24
$5.5B
$178.0M
Q3 24
$4.8B
$190.0M
Q2 24
$4.4B
$413.0M
Q1 24
$4.7B
$52.0M
FCF Margin
AVGO
AVGO
USFD
USFD
Q4 25
41.4%
1.6%
Q3 25
44.0%
2.3%
Q2 25
42.7%
2.5%
Q1 25
40.3%
3.3%
Q4 24
39.0%
1.9%
Q3 24
36.7%
2.0%
Q2 24
35.6%
4.3%
Q1 24
39.2%
0.6%
Capex Intensity
AVGO
AVGO
USFD
USFD
Q4 25
1.3%
1.4%
Q3 25
0.9%
1.1%
Q2 25
1.0%
0.8%
Q1 25
0.7%
0.9%
Q4 24
0.9%
1.1%
Q3 24
1.3%
0.8%
Q2 24
1.1%
0.7%
Q1 24
1.0%
1.0%
Cash Conversion
AVGO
AVGO
USFD
USFD
Q4 25
0.90×
1.59×
Q3 25
1.73×
2.29×
Q2 25
1.32×
1.49×
Q1 25
1.11×
3.40×
Q4 24
1.30×
4.29×
Q3 24
1.82×
Q2 24
2.16×
2.43×
Q1 24
3.63×
1.70×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

AVGO
AVGO

Semiconductor Solutions$11.1B61%
Infrastructure Software$6.9B39%

USFD
USFD

Product One$3.5B36%
Product Two$1.7B17%
Product Three$1.7B17%
Product Four$985.0M10%
Product Five$901.0M9%
Product Six$580.0M6%
Product Seven$485.0M5%

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