Qualcomm Incorporated (QCOM)vsTrade Desk Inc (TTD)
QCOM
Qualcomm Incorporated
$130.35
+1.31%
TECHNOLOGY · Cap: $137.43B
TTD
Trade Desk Inc
$21.97
-1.66%
COMMUNICATION SERVICES · Cap: $10.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Qualcomm Incorporated generates 1449% more annual revenue ($44.87B vs $2.90B). TTD leads profitability with a 15.3% profit margin vs 12.0%. QCOM appears more attractively valued with a PEG of 0.55. TTD earns a higher WallStSmart Score of 72/100 (B).
QCOM
Buy61
out of 100
Grade: C+
TTD
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-285.6%
Fair Value
$33.80
Current Price
$130.35
$96.55 premium
Margin of Safety
-60.9%
Fair Value
$16.92
Current Price
$21.97
$5.05 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 27.5%
Generating 4.4B in free cash flow
Strong operational efficiency at 30.3%
Growing faster than its price suggests
Areas to Watch
Moderate valuation
Earnings declined 1.8%
Grey zone — moderate risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TTD
The strongest argument for TTD centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 15.3% and operating margin at 30.3%. Revenue growth of 14.3% demonstrates continued momentum.
Bear Case : QCOM
The primary concerns for QCOM are P/E Ratio, EPS Growth.
Bear Case : TTD
The primary concerns for TTD are Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
QCOM profiles as a value stock while TTD is a mature play — different risk/reward profiles.
QCOM carries more volatility with a beta of 1.27 — expect wider price swings.
TTD is growing revenue faster at 14.3% — sustainability is the question.
QCOM generates stronger free cash flow (4.4B), providing more financial flexibility.
Bottom Line
TTD scores higher overall (72/100 vs 61/100), backed by strong 15.3% margins and 14.3% revenue growth. 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.
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 →Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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