WallStSmart

Coinbase Global Inc (COIN)vsQualcomm Incorporated (QCOM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Qualcomm Incorporated generates 552% more annual revenue ($44.87B vs $6.88B). COIN leads profitability with a 18.3% profit margin vs 12.0%. QCOM appears more attractively valued with a PEG of 0.55. QCOM earns a higher WallStSmart Score of 61/100 (C+).

COIN

Buy

60

out of 100

Grade: C

Growth: 5.3Profit: 6.5Value: 9.3Quality: 7.0
Piotroski: 2/9Altman Z: 1.78

QCOM

Buy

61

out of 100

Grade: C+

Growth: 4.7Profit: 8.0Value: 7.3Quality: 8.5
Piotroski: 4/9Altman Z: 3.17
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

COINUndervalued (+26.4%)

Margin of Safety

+26.4%

Fair Value

$208.26

Current Price

$181.10

$27.16 discount

UndervaluedFair: $208.26Overvalued
QCOMSignificantly Overvalued (-285.6%)

Margin of Safety

-285.6%

Fair Value

$33.80

Current Price

$130.35

$96.55 premium

UndervaluedFair: $33.80Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COIN2 strengths · Avg: 8.0/10
PEG RatioValuation
0.758/10

Growing faster than its price suggests

Free Cash FlowQuality
$3.07B8/10

Generating 3.1B in free cash flow

QCOM6 strengths · Avg: 8.7/10
Altman Z-ScoreHealth
3.1710/10

Safe zone — low bankruptcy risk

Market CapQuality
$137.43B9/10

Large-cap with strong market position

Return on EquityProfitability
21.5%9/10

Every $100 of equity generates 22 in profit

PEG RatioValuation
0.558/10

Growing faster than its price suggests

Operating MarginProfitability
27.5%8/10

Strong operational efficiency at 27.5%

Free Cash FlowQuality
$4.42B8/10

Generating 4.4B in free cash flow

Areas to Watch

COIN4 concerns · Avg: 3.3/10
EPS GrowthGrowth
4.3%4/10

4.3% earnings growth

Altman Z-ScoreHealth
1.784/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
40.7x2/10

Premium valuation, high expectations priced in

QCOM2 concerns · Avg: 3.0/10
P/E RatioValuation
25.9x4/10

Moderate valuation

EPS GrowthGrowth
-1.8%2/10

Earnings declined 1.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : COIN

The strongest argument for COIN centers on PEG Ratio, Free Cash Flow. Profitability is solid with margins at 18.3% and operating margin at 11.3%. PEG of 0.75 suggests the stock is reasonably priced for its growth.

Bull Case : QCOM

The strongest argument for QCOM centers on Altman Z-Score, Market Cap, Return on Equity. PEG of 0.55 suggests the stock is reasonably priced for its growth.

Bear Case : COIN

The primary concerns for COIN are EPS Growth, Altman Z-Score, Piotroski F-Score. A P/E of 40.7x leaves little room for execution misses.

Bear Case : QCOM

The primary concerns for QCOM are P/E Ratio, EPS Growth.

Key Dynamics to Monitor

COIN profiles as a declining stock while QCOM is a value play — different risk/reward profiles.

COIN carries more volatility with a beta of 3.71 — expect wider price swings.

QCOM is growing revenue faster at 5.0% — sustainability is the question.

QCOM generates stronger free cash flow (4.4B), providing more financial flexibility.

Bottom Line

QCOM scores higher overall (61/100 vs 60/100). COIN offers better value entry with a 26.4% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Coinbase Global Inc

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

Coinbase Global, Inc. provides financial infrastructure and technology for the crypto economy. The company is headquartered in Wilmington, Delaware.

Visit Website →

Qualcomm Incorporated

TECHNOLOGY · SEMICONDUCTORS · USA

Qualcomm is an American multinational corporation headquartered in San Diego, California, and incorporated in Delaware. It creates semiconductors, software, and services related to wireless technology. It owns patents critical to the 5G, 4G, CDMA2000, TD-SCDMA and WCDMA mobile communications standards.

Visit Website →

Want to dig deeper into these stocks?