PortfoliosLab logo
UTI vs. AVGO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UTI and AVGO is 0.34, 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

UTI vs. AVGO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Universal Technical Institute, Inc. (UTI) and Broadcom Inc. (AVGO). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

UTI:

2.55

AVGO:

1.02

Sortino Ratio

UTI:

3.39

AVGO:

1.95

Omega Ratio

UTI:

1.43

AVGO:

1.26

Calmar Ratio

UTI:

1.95

AVGO:

1.85

Martin Ratio

UTI:

13.06

AVGO:

5.11

Ulcer Index

UTI:

9.57%

AVGO:

14.89%

Daily Std Dev

UTI:

47.15%

AVGO:

63.20%

Max Drawdown

UTI:

-96.06%

AVGO:

-48.30%

Current Drawdown

UTI:

-12.57%

AVGO:

-6.41%

Fundamentals

Market Cap

UTI:

$1.80B

AVGO:

$1.09T

EPS

UTI:

$1.05

AVGO:

$2.16

PE Ratio

UTI:

31.52

AVGO:

107.46

PEG Ratio

UTI:

2.43

AVGO:

0.61

PS Ratio

UTI:

2.30

AVGO:

20.02

PB Ratio

UTI:

5.86

AVGO:

15.66

Total Revenue (TTM)

UTI:

$782.69M

AVGO:

$42.04B

Gross Profit (TTM)

UTI:

$385.43M

AVGO:

$27.50B

EBITDA (TTM)

UTI:

$120.99M

AVGO:

$19.89B

Returns By Period

In the year-to-date period, UTI achieves a 31.19% return, which is significantly higher than AVGO's 0.65% return. Over the past 10 years, UTI has underperformed AVGO with an annualized return of 14.37%, while AVGO has yielded a comparatively higher 37.00% annualized return.


UTI

YTD

31.19%

1M

19.99%

6M

72.62%

1Y

118.74%

5Y*

39.71%

10Y*

14.37%

AVGO

YTD

0.65%

1M

30.00%

6M

37.32%

1Y

63.97%

5Y*

59.19%

10Y*

37.00%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

UTI vs. AVGO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UTI
The Risk-Adjusted Performance Rank of UTI is 9696
Overall Rank
The Sharpe Ratio Rank of UTI is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of UTI is 9696
Sortino Ratio Rank
The Omega Ratio Rank of UTI is 9595
Omega Ratio Rank
The Calmar Ratio Rank of UTI is 9393
Calmar Ratio Rank
The Martin Ratio Rank of UTI is 9797
Martin Ratio Rank

AVGO
The Risk-Adjusted Performance Rank of AVGO is 8787
Overall Rank
The Sharpe Ratio Rank of AVGO is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of AVGO is 8585
Sortino Ratio Rank
The Omega Ratio Rank of AVGO is 8484
Omega Ratio Rank
The Calmar Ratio Rank of AVGO is 9292
Calmar Ratio Rank
The Martin Ratio Rank of AVGO is 8787
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

UTI vs. AVGO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Universal Technical Institute, Inc. (UTI) 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.


The current UTI Sharpe Ratio is 2.55, which is higher than the AVGO Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of UTI 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.


Loading data...

Dividends

UTI vs. AVGO - Dividend Comparison

UTI has not paid dividends to shareholders, while AVGO's dividend yield for the trailing twelve months is around 0.96%.


TTM20242023202220212020201920182017201620152014
UTI
Universal Technical Institute, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.69%5.15%4.07%
AVGO
Broadcom Inc.
0.96%0.94%1.71%3.02%2.24%3.05%3.54%3.11%1.87%1.43%1.13%1.22%

Drawdowns

UTI vs. AVGO - Drawdown Comparison

The maximum UTI drawdown since its inception was -96.06%, which is greater than AVGO's maximum drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for UTI and AVGO. For additional features, visit the drawdowns tool.


Loading data...

Volatility

UTI vs. AVGO - Volatility Comparison

Universal Technical Institute, Inc. (UTI) has a higher volatility of 17.68% compared to Broadcom Inc. (AVGO) at 12.07%. This indicates that UTI's price experiences larger fluctuations and is considered to be riskier than AVGO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...

Financials

UTI vs. AVGO - Financials Comparison

This section allows you to compare key financial metrics between Universal Technical Institute, 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


0.005.00B10.00B15.00B20212022202320242025
207.45M
14.92B
(UTI) Total Revenue
(AVGO) Total Revenue
Values in USD except per share items

UTI vs. AVGO - Profitability Comparison

The chart below illustrates the profitability comparison between Universal Technical Institute, Inc. and Broadcom Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%45.0%50.0%55.0%60.0%65.0%70.0%75.0%20212022202320242025
50.6%
68.0%
(UTI) Gross Margin
(AVGO) Gross Margin
UTI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Universal Technical Institute, Inc. reported a gross profit of 104.96M and revenue of 207.45M. Therefore, the gross margin over that period was 50.6%.

AVGO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Broadcom Inc. reported a gross profit of 10.15B and revenue of 14.92B. Therefore, the gross margin over that period was 68.0%.

UTI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Universal Technical Institute, Inc. reported an operating income of 16.85M and revenue of 207.45M, resulting in an operating margin of 8.1%.

AVGO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Broadcom Inc. reported an operating income of 6.26B and revenue of 14.92B, resulting in an operating margin of 42.0%.

UTI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Universal Technical Institute, Inc. reported a net income of 11.45M and revenue of 207.45M, resulting in a net margin of 5.5%.

AVGO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Broadcom Inc. reported a net income of 5.50B and revenue of 14.92B, resulting in a net margin of 36.9%.