Qualcomm Incorporated (QCOM)vsUber Technologies Inc (UBER)
QCOM
Qualcomm Incorporated
$219.09
+8.17%
TECHNOLOGY · Cap: $230.92B
UBER
Uber Technologies Inc
$75.45
-1.67%
TECHNOLOGY · Cap: $156.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 21% more annual revenue ($53.69B vs $44.49B). QCOM leads profitability with a 22.3% profit margin vs 15.9%. QCOM appears more attractively valued with a PEG of 0.82. QCOM earns a higher WallStSmart Score of 71/100 (B).
QCOM
Strong Buy71
out of 100
Grade: B
UBER
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+8.0%
Fair Value
$220.25
Current Price
$219.09
$1.16 discount
Margin of Safety
+34.2%
Fair Value
$108.42
Current Price
$75.45
$32.97 discount
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
Every $100 of equity generates 35 in profit
Large-cap with strong market position
Generating 2.3B in free cash flow
Areas to Watch
Trading at 10.2x book value
Revenue declined 3.5%
Expensive relative to growth rate
Earnings declined 84.6%
Distress zone — elevated 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 : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, Free Cash Flow. Profitability is solid with margins at 15.9% and operating margin at 14.6%. Revenue growth of 14.5% demonstrates continued momentum.
Bear Case : QCOM
The primary concerns for QCOM are Price/Book, Revenue Growth.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
QCOM profiles as a declining stock while UBER is a mature play — different risk/reward profiles.
QCOM carries more volatility with a beta of 1.49 — expect wider price swings.
UBER is growing revenue faster at 14.5% — sustainability is the question.
UBER generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
QCOM scores higher overall (71/100 vs 54/100), backed by strong 22.3% margins. UBER offers better value entry with a 34.2% margin of safety. 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 →Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
Visit Website →Compare with Other SEMICONDUCTORS Stocks
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