INTU vs QCOM: Which Is the Better Buy?
Side-by-side comparison of Intuit Inc. and QUALCOMM Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction
Grade A-
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%).
INTU trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
INTU |
QCOM |
| Current Price |
$396.57 |
$134.47 |
| Fair Value Estimate |
$546.00 |
$239.00 |
| Upside to Fair Value |
+37.7%
|
+77.7%
|
| Market Cap |
$110.4B |
$143.6B |
| Forward P/E |
19.5x
|
26.8x
|
| EV / EBITDA |
19.0x
|
—
|
| Price / Sales |
5.9x
|
3.2x
|
| Price / FCF |
18.1x
|
11.1x
|
| Revenue Growth YoY |
+15.6%
|
+8.7%
|
| Gross Margin |
80.8%
|
55.1%
|
| Operating Margin |
26.1%
|
27.1%
|
| Return on Equity |
19.6%
|
21.6%
|
| Dividend Yield |
1.17% |
— |
| FCF Yield |
5.51%
|
9.0%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
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 |
INTU |
QCOM |
| Zone Low |
$410.00 |
$179.00 |
| Zone High |
$464.00 |
$203.00 |
| In Buy Zone? |
Yes
|
Yes
|