MasTec Inc (MTZ)vsQualcomm Incorporated (QCOM)
MTZ
MasTec Inc
$433.28
-0.97%
INDUSTRIALS · Cap: $32.90B
QCOM
Qualcomm Incorporated
$192.57
+3.23%
TECHNOLOGY · Cap: $177.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Qualcomm Incorporated generates 191% more annual revenue ($44.49B vs $15.28B). QCOM leads profitability with a 22.3% profit margin vs 3.0%. QCOM appears more attractively valued with a PEG of 0.76. QCOM earns a higher WallStSmart Score of 72/100 (B).
MTZ
Buy58
out of 100
Grade: C
QCOM
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.8%
Fair Value
$190.97
Current Price
$433.28
$242.31 premium
Margin of Safety
+15.3%
Fair Value
$220.25
Current Price
$192.57
$27.68 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.5% year-over-year
Earnings expanding 508.0% YoY
Every $100 of equity generates 36 in profit
Earnings expanding 173.0% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Growing faster than its price suggests
Areas to Watch
Trading at 10.4x book value
3.0% margin — thin
Operating margin of 3.7%
Expensive relative to growth rate
Trading at 9.0x book value
Revenue declined 3.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : MTZ
The strongest argument for MTZ centers on Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
Bull Case : QCOM
The strongest argument for QCOM centers on Return on Equity, EPS Growth, Altman Z-Score. Profitability is solid with margins at 22.3% and operating margin at 22.1%. PEG of 0.76 suggests the stock is reasonably priced for its growth.
Bear Case : MTZ
The primary concerns for MTZ are Price/Book, Profit Margin, Operating Margin. A P/E of 82.7x leaves little room for execution misses. Thin 3.0% margins leave little buffer for downturns.
Bear Case : QCOM
The primary concerns for QCOM are Price/Book, Revenue Growth.
Key Dynamics to Monitor
MTZ profiles as a hypergrowth stock while QCOM is a declining play — different risk/reward profiles.
MTZ carries more volatility with a beta of 1.80 — expect wider price swings.
MTZ is growing revenue faster at 34.5% — sustainability is the question.
QCOM generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
QCOM scores higher overall (72/100 vs 58/100), backed by strong 22.3% margins. Both earn "Strong 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.
MasTec Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
MasTec, Inc., an infrastructure construction company, provides engineering, construction, installation, maintenance, and upgrade services for communications, energy, utilities, and other infrastructure primarily in the United States and Canada. The company is headquartered in Coral Gables, Florida.
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 →Compare with Other ENGINEERING & CONSTRUCTION Stocks
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