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 2026-04-16.
Alphabet Inc. · Communication Services
$317.41
-4.5% 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.
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Valuation & Fundamentals
| Metric |
GOOGL |
QCOM |
| Current Price |
$317.41 |
$134.47 |
| Fair Value Estimate |
$303.05 |
$239.00 |
| Upside to Fair Value |
-4.5%
|
+77.7%
|
| Market Cap |
$3,839.7B |
$143.6B |
| Forward P/E |
29.0x
|
26.8x
|
| EV / EBITDA |
21.5x
|
—
|
| Price / Sales |
9.5x
|
3.2x
|
| Price / FCF |
52.4x
|
11.1x
|
| Revenue Growth YoY |
+11.3%
|
+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 |
1.91%
|
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 search engine, advertising platforms, and cloud computing services. The company benefits from durable competitive moats including browser and mobile OS dominance, strong brand recognition, and advanced AI infrastructure investments. Despite strong revenue growth of 11.3% year-ove…
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 |
$227.29 |
$179.00 |
| Zone High |
$257.59 |
$203.00 |
| In Buy Zone? |
No
|
Yes
|