Qualcomm Incorporated (QCOM)vsTrade Desk Inc (TTD)
QCOM
Qualcomm Incorporated
$219.09
+8.17%
TECHNOLOGY · Cap: $230.92B
TTD
Trade Desk Inc
$23.08
-1.75%
COMMUNICATION SERVICES · Cap: $11.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Qualcomm Incorporated generates 1436% more annual revenue ($44.49B vs $2.90B). QCOM leads profitability with a 22.3% profit margin vs 15.3%. QCOM appears more attractively valued with a PEG of 0.82. TTD earns a higher WallStSmart Score of 72/100 (B).
QCOM
Strong Buy71
out of 100
Grade: B
TTD
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+8.0%
Fair Value
$220.25
Current Price
$219.09
$1.16 discount
Intrinsic value data unavailable for TTD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 36 in profit
Earnings expanding 173.0% YoY
Safe zone — low bankruptcy risk
Keeps 22 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 30.3%
Growing faster than its price suggests
Areas to Watch
Trading at 10.2x book value
Revenue declined 3.5%
Moderate valuation
Grey zone — moderate risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : QCOM
The strongest argument for QCOM centers on Market Cap, Return on Equity, EPS Growth. Profitability is solid with margins at 22.3% and operating margin at 22.1%. PEG of 0.82 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 Price/Book, Revenue Growth.
Bear Case : TTD
The primary concerns for TTD are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
QCOM profiles as a declining stock while TTD is a mature play — different risk/reward profiles.
QCOM carries more volatility with a beta of 1.49 — expect wider price swings.
TTD is growing revenue faster at 14.3% — sustainability is the question.
QCOM generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
TTD scores higher overall (72/100 vs 71/100), backed by strong 15.3% margins and 14.3% revenue growth. Both earn "Strong Buy" and "Strong 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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