Florence Gallup
09-08 01:45

Quick look at AI chip valuations by annualizing the latest quarterly adjusted EPS:

$Broadcom(AVGO)$ : EPS $3.32 → ~$13.28 annualized → ~27× P/E

$NVIDIA(NVDA)$ : EPS $2.22 → ~$8.88 annualized → ~high-20s/low-30s P/E

$Advanced Micro Devices(AMD)$ : EPS $1.66 → ~$6.64 annualized → ~70×+ P/E

$Marvell Technology(MRVL)$ : EPS $0.94 → ~$3.76 annualized → ~low-40s P/E

Not a traditional P/E calculation, just annualizing the latest quarter, but it gives an interesting snapshot of current earnings power.

AVGO at ~27× looks surprisingly reasonable given its AI growth.

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