AAPL vs QCOM: Which Is the Better Buy?

Side-by-side comparison of Apple Inc. and QUALCOMM Incorporated β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-06.
Apple Inc. Β· Technology
$308.63
+5.6% upside to fair value
Grade B High Quality
VS
QUALCOMM Incorporated Β· Technology
$226.11
-10.7% upside to fair value
Grade D High Quality
QuantHub Verdict
AAPL has more upside to fair value (+5.6%). QCOM trades at a lower forward P/E (24.3x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AAPL QCOM
Current Price $308.63 $226.11
Fair Value Estimate $325.93 $201.84
Upside to Fair Value +5.6% -10.7%
Market Cap $4,533.0B $238.3B
Forward P/E 37.2x 24.3x
EV / EBITDA 28.6x 17.5x
Price / Sales 10.0x 5.4x
Price / FCF 35.1x 19.1x
Revenue Growth YoY +16.6% -3.5%
Gross Margin 47.9% 54.8%
Operating Margin 32.6% 25.5%
Return on Equity 146.7% 40.2%
Dividend Yield 0% 0%
FCF Yield 2.85% 5.25%
Analyst Consensus Buy Hold
Investment Thesis
AAPL β€” Apple Inc.
Apple Inc. is a leading technology company specializing in consumer electronics, software, and services, with a durable competitive moat driven by its integrated ecosystem of devices, operating systems, and services. The company benefits from strong brand loyalty, high margins with a gross margin of 47.9%, and consistent earnings growth, including a 19.4% increase in earnings in the most recent q…
QCOM β€” QUALCOMM Incorporated
Qualcomm Incorporated is a leading semiconductor and telecommunications equipment company specializing in cellular and RF technologies, with a strong competitive moat driven by its intellectual property and scale in premium Android and 5G modems. The company benefits from a long-tenured management team and a diversified business model expanding into automotive, IoT, and computing sectors. Despite…
Accumulation Zones
Metric AAPL QCOM
Zone Low $244.45 $151.38
Zone High $277.04 $171.56
In Buy Zone? No No
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