Qualcomm Incorporated (QCOM)vsS&P Global Inc (SPGI)
QCOM
Qualcomm Incorporated
$219.09
+8.17%
TECHNOLOGY · Cap: $230.92B
SPGI
S&P Global Inc
$420.12
-2.00%
FINANCIAL SERVICES · Cap: $126.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Qualcomm Incorporated generates 183% more annual revenue ($44.49B vs $15.73B). SPGI leads profitability with a 30.4% profit margin vs 22.3%. QCOM appears more attractively valued with a PEG of 0.82. SPGI earns a higher WallStSmart Score of 71/100 (B).
QCOM
Strong Buy71
out of 100
Grade: B
SPGI
Strong Buy71
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 SPGI.
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
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 44.3%
Large-cap with strong market position
Earnings expanding 32.5% YoY
Generating 1.0B in free cash flow
Areas to Watch
Trading at 10.2x book value
Revenue declined 3.5%
Moderate valuation
Grey zone — moderate risk
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 : SPGI
The strongest argument for SPGI centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 30.4% and operating margin at 44.3%. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : QCOM
The primary concerns for QCOM are Price/Book, Revenue Growth.
Bear Case : SPGI
The primary concerns for SPGI are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
QCOM profiles as a declining stock while SPGI is a mature play — different risk/reward profiles.
QCOM carries more volatility with a beta of 1.49 — expect wider price swings.
SPGI is growing revenue faster at 10.4% — sustainability is the question.
QCOM generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
QCOM scores higher overall (71/100 vs 71/100), backed by strong 22.3% margins. 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 →S&P Global Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
S&P Global Inc. is an American publicly traded corporation headquartered in Manhattan, New York City. Its primary areas of business are financial information and analytics.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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