INTC vs QCOM: Which Is the Better Buy?

Side-by-side comparison of Intel Corporation and QUALCOMM Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-16.
Intel Corporation · Technology
$68.50
-13.9% upside to fair value
High Conviction Grade D
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%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric INTC QCOM
Current Price $68.50 $134.47
Fair Value Estimate $59.00 $239.00
Upside to Fair Value -13.9% +77.7%
Market Cap $343.9B $143.6B
Forward P/E -1245.8x 26.8x
EV / EBITDA
Price / Sales 6.5x 3.2x
Price / FCF -69.5x 11.1x
Revenue Growth YoY +0.2% +8.7%
Gross Margin 34.8% 55.1%
Operating Margin -4.2% 27.1%
Return on Equity -0.3% 21.6%
Dividend Yield
FCF Yield 9.0%
Analyst Consensus Hold Hold
Investment Thesis
INTC — Intel Corporation
Intel is a legacy semiconductor leader attempting an ambitious turnaround under new CEO Lip-Bu Tan, pivoting from a pure-play chipmaker to an integrated device manufacturer (IDM 2.0) with foundry ambitions. The business remains structurally challenged: PC market share is eroding, foundry execution is unproven, negative free cash flow persists, and margins are compressed. However, the stock trades…
QCOM — QUALCOMM Incorporated
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 INTC QCOM
Zone Low $44.00 $179.00
Zone High $50.00 $203.00
In Buy Zone? No Yes
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