Qualcomm Incorporated (QCOM)vsT-Mobile US Inc (TMUS)
QCOM
Qualcomm Incorporated
$130.35
+1.31%
TECHNOLOGY · Cap: $137.43B
TMUS
T-Mobile US Inc
$211.36
+0.05%
COMMUNICATION SERVICES · Cap: $236.30B
Smart Verdict
WallStSmart Research — data-driven comparison
T-Mobile US Inc generates 97% more annual revenue ($88.31B vs $44.87B). TMUS leads profitability with a 12.4% profit margin vs 12.0%. QCOM appears more attractively valued with a PEG of 0.55. QCOM earns a higher WallStSmart Score of 61/100 (C+).
QCOM
Buy61
out of 100
Grade: C+
TMUS
Buy60
out of 100
Grade: C
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
-235.8%
Fair Value
$66.10
Current Price
$211.36
$145.26 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
Mega-cap, among the largest globally
Growing faster than its price suggests
Generating 4.2B in free cash flow
Areas to Watch
Moderate valuation
Earnings declined 1.8%
Elevated debt levels
Earnings declined 26.6%
Distress zone — elevated risk
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 : TMUS
The strongest argument for TMUS centers on Market Cap, PEG Ratio, Free Cash Flow. Revenue growth of 11.3% demonstrates continued momentum. PEG of 0.80 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 : TMUS
The primary concerns for TMUS are Debt/Equity, EPS Growth, Altman Z-Score. Debt-to-equity of 1.99 is elevated, increasing financial risk.
Key Dynamics to Monitor
QCOM carries more volatility with a beta of 1.27 — expect wider price swings.
TMUS is growing revenue faster at 11.3% — sustainability is the question.
QCOM generates stronger free cash flow (4.4B), providing more financial flexibility.
Monitor SEMICONDUCTORS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
QCOM scores higher overall (61/100 vs 60/100). Both earn "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 →T-Mobile US Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
T-Mobile US, Inc., doing business under the global brand name T-Mobile, is an American wireless network operator. Its headquarters are located in Bellevue, Washington, in the Seattle metropolitan area and Overland Park, Kansas, in the Kansas City metropolitan area.
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