AMZN vs QCOM: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and QUALCOMM Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Amazon.com, Inc. · Consumer Cyclical
$238.12
+59.3% upside to fair value
Grade B
High Quality
VS
QUALCOMM Incorporated · Technology
$134.47
+77.7% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
QCOM has more upside to fair value
(+77.7%).
QCOM trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
QCOM |
| Current Price |
$238.12 |
$134.47 |
| Fair Value Estimate |
$379.40 |
$239.00 |
| Upside to Fair Value |
+59.3%
|
+77.7%
|
| Market Cap |
$2,556.2B |
$143.6B |
| Forward P/E |
32.8x
|
26.8x
|
| EV / EBITDA |
15.9x
|
—
|
| Price / Sales |
3.6x
|
3.2x
|
| Price / FCF |
332.2x
|
11.1x
|
| Revenue Growth YoY |
+18.4%
|
+8.7%
|
| Gross Margin |
50.3%
|
55.1%
|
| Operating Margin |
11.2%
|
27.1%
|
| Return on Equity |
21.9%
|
21.6%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
0.3%
|
9.0%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Amazon.com, Inc. operates as the world's largest e-commerce and cloud computing company, with a diversified revenue base spanning online retail, third-party seller services, AWS cloud, advertising, and subscription services. The business quality is high due to its durable competitive moats including AWS's leadership in cloud infrastructure and Amazon's dominant e-commerce platform. Despite strong…
Qualcomm Incorporated is a leading semiconductor company specializing in wireless chipsets and IP licensing, with dominant positions in 5G modems via QCT (87% of revenue) and steady QTL royalties. The business excels through a vast patent moat, diversification into automotive and IoT, and robust growth (revenue +13% YoY to $44B in FY2025), but faces risks from Apple modem shifts and China exposur…
Accumulation Zones
| Metric |
AMZN |
QCOM |
| Zone Low |
$284.55 |
$179.00 |
| Zone High |
$322.49 |
$203.00 |
| In Buy Zone? |
Yes
|
Yes
|