GOOGL vs QCOM: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and QUALCOMM Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-20.
Alphabet Inc. · Communication Services
$341.68
-4.2% upside to fair value
Grade C
High Quality
VS
QUALCOMM Incorporated · Technology
$134.47
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
QCOM has more upside to fair value
(+45.0%).
QCOM trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GOOGL |
QCOM |
| Current Price |
$341.68 |
$134.47 |
| Fair Value Estimate |
$327.32 |
$194.98 |
| Upside to Fair Value |
-4.2%
|
+45.0%
|
| Market Cap |
$4,133.3B |
$143.6B |
| Forward P/E |
31.2x
|
26.8x
|
| EV / EBITDA |
23.1x
|
—
|
| Price / Sales |
10.3x
|
3.2x
|
| Price / FCF |
56.4x
|
11.1x
|
| Revenue Growth YoY |
+18.1%
|
+8.7%
|
| Gross Margin |
59.7%
|
55.1%
|
| Operating Margin |
32.0%
|
27.1%
|
| Return on Equity |
35.0%
|
21.6%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.77%
|
9.0%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant Google Services segment, Google Cloud, and Other Bets. The company benefits from a durable competitive moat driven by its dominant market shares in search, browser, and mobile OS, as well as significant infrastructure advantages in AI and cloud computing. Despite trading at a ver…
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 |
GOOGL |
QCOM |
| Zone Low |
$245.49 |
$146.23 |
| Zone High |
$278.22 |
$165.73 |
| In Buy Zone? |
No
|
Yes
|