GE vs QCOM: Which Is the Better Buy?
Side-by-side comparison of GE Aerospace and QUALCOMM Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
GE Aerospace · Industrials
$308.35
-44.2% upside to fair value
Grade D
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 |
GE |
QCOM |
| Current Price |
$308.35 |
$134.47 |
| Fair Value Estimate |
$171.94 |
$239.00 |
| Upside to Fair Value |
-44.2%
|
+77.7%
|
| Market Cap |
$325.2B |
$143.6B |
| Forward P/E |
37.8x
|
26.8x
|
| EV / EBITDA |
27.9x
|
—
|
| Price / Sales |
7.2x
|
3.2x
|
| Price / FCF |
45.2x
|
11.1x
|
| Revenue Growth YoY |
+18.5%
|
+8.7%
|
| Gross Margin |
36.8%
|
55.1%
|
| Operating Margin |
19.1%
|
27.1%
|
| Return on Equity |
46.6%
|
21.6%
|
| Dividend Yield |
0.44% |
— |
| FCF Yield |
2.21%
|
9.0%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
GE Aerospace is the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
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 |
GE |
QCOM |
| Zone Low |
$128.96 |
$179.00 |
| Zone High |
$146.15 |
$203.00 |
| In Buy Zone? |
No
|
Yes
|