Qualcomm Incorporated (QCOM)vsTE Connectivity Ltd (TEL)
QCOM
Qualcomm Incorporated
$130.35
+1.31%
TECHNOLOGY · Cap: $137.43B
TEL
TE Connectivity Ltd
$206.37
+2.78%
TECHNOLOGY · Cap: $60.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Qualcomm Incorporated generates 148% more annual revenue ($44.87B vs $18.09B). QCOM leads profitability with a 12.0% profit margin vs 11.4%. QCOM appears more attractively valued with a PEG of 0.55. TEL earns a higher WallStSmart Score of 74/100 (B).
QCOM
Buy61
out of 100
Grade: C+
TEL
Strong Buy74
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
+29.8%
Fair Value
$325.26
Current Price
$206.37
$118.89 discount
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
Large-cap with strong market position
Strong operational efficiency at 20.9%
Revenue surging 21.7% year-over-year
Earnings expanding 44.4% YoY
Areas to Watch
Moderate valuation
Earnings declined 1.8%
Moderate valuation
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 : TEL
The strongest argument for TEL centers on Market Cap, Operating Margin, Revenue Growth. Revenue growth of 21.7% demonstrates continued momentum. PEG of 1.14 suggests the stock is reasonably priced for its growth.
Bear Case : QCOM
The primary concerns for QCOM are P/E Ratio, EPS Growth.
Bear Case : TEL
The primary concerns for TEL are P/E Ratio.
Key Dynamics to Monitor
QCOM profiles as a value stock while TEL is a growth play — different risk/reward profiles.
QCOM carries more volatility with a beta of 1.27 — expect wider price swings.
TEL is growing revenue faster at 21.7% — sustainability is the question.
QCOM generates stronger free cash flow (4.4B), providing more financial flexibility.
Bottom Line
TEL scores higher overall (74/100 vs 61/100) and 21.7% 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 →TE Connectivity Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TE Connectivity is an American Swiss-domiciled technology company that designs and manufactures connectors and sensors for several industries, such as automotive, industrial equipment, data communication systems, aerospace, defense, medical, oil and gas, consumer electronics and energy.
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