AAPL vs QCOM: Which Is the Better Buy?

Side-by-side comparison of Apple Inc. and QUALCOMM Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
Apple Inc. · Technology
$337.02
+9.9% upside to fair value
Med Conviction Grade B High Quality
VS
QUALCOMM Incorporated · Technology
$201.97
-21.1% upside to fair value
Med Conviction Grade D High Quality
QuantHub Verdict
AAPL has more upside to fair value (+9.9%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric AAPL QCOM
Current Price $337.02 $201.97
Fair Value Estimate $370.54 $159.42
Upside to Fair Value +9.9% -21.1%
Market Cap $4,949.9B $212.1B
Forward P/E — —
EV / EBITDA 29.6x 16.5x
Price / Sales 10.6x 4.8x
Price / FCF 36.2x 20.5x
Revenue Growth YoY +16.4% -4.0%
Gross Margin 48.7% 54.2%
Operating Margin 33.2% 23.2%
Return on Equity 137.2% 37.3%
Dividend Yield 0.31% 1.79%
FCF Yield 2.76% 4.88%
Analyst Consensus Buy Hold
Investment Thesis
AAPL — Apple Inc.
Apple Inc. is a global consumer-electronics and services platform whose hardware lineup (iPhone, Mac, iPad, wearables) and digital ecosystem (App Store, Apple Music, iCloud, Apple Pay, advertising) generated $31.78 of revenue per share and $9.30 of free cash flow per share on a trailing basis, with TTM gross margin of 48.7%, operating margin of 33.2%, net margin of 27.6%, and ROE of 137.2%. Busin…
QCOM — QUALCOMM Incorporated
Qualcomm develops foundational wireless technologies and monetizes them through two main engines: QCT, which supplies Snapdragon application processors and modems, and QTL, which licenses a standards-essential patent portfolio covering CDMA2000, WCDMA, LTE and 5G. The licensing arm and the company's entrenched position in premium Android handsets give it a genuinely high-quality business, evidenc…
Accumulation Zones
Metric AAPL QCOM
Zone Low $277.91 $119.56
Zone High $314.96 $135.51
In Buy Zone? No No
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