Qualcomm Incorporated (QCOM)vsTexas Instruments Incorporated (TXN)
QCOM
Qualcomm Incorporated
$219.09
+8.17%
TECHNOLOGY · Cap: $230.92B
TXN
Texas Instruments Incorporated
$287.80
+0.90%
TECHNOLOGY · Cap: $261.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Qualcomm Incorporated generates 141% more annual revenue ($44.49B vs $18.44B). TXN leads profitability with a 29.1% profit margin vs 22.3%. QCOM appears more attractively valued with a PEG of 0.82. TXN earns a higher WallStSmart Score of 72/100 (B).
QCOM
Strong Buy71
out of 100
Grade: B
TXN
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 TXN.
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
Mega-cap, among the largest globally
Every $100 of equity generates 32 in profit
Strong operational efficiency at 37.8%
Safe zone — low bankruptcy risk
Keeps 29 of every $100 in revenue as profit
18.6% revenue growth
Areas to Watch
Trading at 10.2x book value
Revenue declined 3.5%
Expensive relative to growth rate
Trading at 15.6x book value
Premium valuation, high expectations priced in
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 : TXN
The strongest argument for TXN centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 29.1% and operating margin at 37.8%. Revenue growth of 18.6% demonstrates continued momentum.
Bear Case : QCOM
The primary concerns for QCOM are Price/Book, Revenue Growth.
Bear Case : TXN
The primary concerns for TXN are PEG Ratio, Price/Book, P/E Ratio. A P/E of 49.2x leaves little room for execution misses.
Key Dynamics to Monitor
QCOM profiles as a declining stock while TXN is a growth play — different risk/reward profiles.
QCOM carries more volatility with a beta of 1.49 — expect wider price swings.
TXN is growing revenue faster at 18.6% — sustainability is the question.
QCOM generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
TXN scores higher overall (72/100 vs 71/100), backed by strong 29.1% margins and 18.6% 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 →Texas Instruments Incorporated
TECHNOLOGY · SEMICONDUCTORS · USA
Texas Instruments Incorporated (TI) is an American technology company headquartered in Dallas, Texas, that designs and manufactures semiconductors and various integrated circuits, which it sells to electronics designers and manufacturers globally. It is one of the top 10 semiconductor companies worldwide based on sales volume.
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