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PLUS vs. AVGO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Key characteristics


PLUSAVGO
YTD Return22.67%62.30%
1Y Return58.45%116.35%
3Y Return (Ann)21.09%53.81%
5Y Return (Ann)20.25%48.19%
10Y Return (Ann)20.48%39.10%
Sharpe Ratio1.772.57
Sortino Ratio2.213.10
Omega Ratio1.331.41
Calmar Ratio3.794.64
Martin Ratio9.9714.31
Ulcer Index6.10%8.18%
Daily Std Dev34.34%45.59%
Max Drawdown-91.83%-48.30%
Current Drawdown-3.67%-3.61%

Fundamentals


PLUSAVGO
Market Cap$2.63B$837.15B
EPS$4.08$1.29
PE Ratio24.00138.95
PEG Ratio1.951.21
Total Revenue (TTM)$1.60B$46.82B
Gross Profit (TTM)$384.61M$27.69B
EBITDA (TTM)$120.75M$23.05B

Correlation

-0.50.00.51.00.3

The correlation between PLUS and AVGO is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

PLUS vs. AVGO - Performance Comparison

In the year-to-date period, PLUS achieves a 22.67% return, which is significantly lower than AVGO's 62.30% return. Over the past 10 years, PLUS has underperformed AVGO with an annualized return of 20.48%, while AVGO has yielded a comparatively higher 39.10% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%40.00%MayJuneJulyAugustSeptemberOctober
27.39%
38.74%
PLUS
AVGO

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Risk-Adjusted Performance

PLUS vs. AVGO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ePlus inc. (PLUS) and Broadcom Inc. (AVGO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


PLUS
Sharpe ratio
The chart of Sharpe ratio for PLUS, currently valued at 1.77, compared to the broader market-4.00-2.000.002.004.001.77
Sortino ratio
The chart of Sortino ratio for PLUS, currently valued at 2.21, compared to the broader market-4.00-2.000.002.004.006.002.21
Omega ratio
The chart of Omega ratio for PLUS, currently valued at 1.33, compared to the broader market0.501.001.502.001.33
Calmar ratio
The chart of Calmar ratio for PLUS, currently valued at 3.79, compared to the broader market0.002.004.006.003.79
Martin ratio
The chart of Martin ratio for PLUS, currently valued at 9.97, compared to the broader market-10.000.0010.0020.0030.009.97
AVGO
Sharpe ratio
The chart of Sharpe ratio for AVGO, currently valued at 2.57, compared to the broader market-4.00-2.000.002.004.002.57
Sortino ratio
The chart of Sortino ratio for AVGO, currently valued at 3.10, compared to the broader market-4.00-2.000.002.004.006.003.10
Omega ratio
The chart of Omega ratio for AVGO, currently valued at 1.41, compared to the broader market0.501.001.502.001.41
Calmar ratio
The chart of Calmar ratio for AVGO, currently valued at 4.64, compared to the broader market0.002.004.006.004.64
Martin ratio
The chart of Martin ratio for AVGO, currently valued at 14.31, compared to the broader market-10.000.0010.0020.0030.0014.31

PLUS vs. AVGO - Sharpe Ratio Comparison

The current PLUS Sharpe Ratio is 1.77, which is lower than the AVGO Sharpe Ratio of 2.57. The chart below compares the historical Sharpe Ratios of PLUS and AVGO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50MayJuneJulyAugustSeptemberOctober
1.77
2.57
PLUS
AVGO

Dividends

PLUS vs. AVGO - Dividend Comparison

PLUS has not paid dividends to shareholders, while AVGO's dividend yield for the trailing twelve months is around 1.17%.


TTM20232022202120202019201820172016201520142013
PLUS
ePlus inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AVGO
Broadcom Inc.
1.17%1.71%3.02%2.24%3.05%3.54%3.11%1.87%1.43%1.13%1.22%1.66%

Drawdowns

PLUS vs. AVGO - Drawdown Comparison

The maximum PLUS drawdown since its inception was -91.83%, which is greater than AVGO's maximum drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for PLUS and AVGO. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%MayJuneJulyAugustSeptemberOctober
-3.67%
-3.61%
PLUS
AVGO

Volatility

PLUS vs. AVGO - Volatility Comparison

The current volatility for ePlus inc. (PLUS) is 6.53%, while Broadcom Inc. (AVGO) has a volatility of 10.01%. This indicates that PLUS experiences smaller price fluctuations and is considered to be less risky than AVGO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%MayJuneJulyAugustSeptemberOctober
6.53%
10.01%
PLUS
AVGO

Financials

PLUS vs. AVGO - Financials Comparison

This section allows you to compare key financial metrics between ePlus inc. and Broadcom Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities



Values in USD except per share items