KO vs QCOM: Which Is the Better Buy?
Side-by-side comparison of The Coca-Cola Company and QUALCOMM Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
The Coca-Cola Company · Consumer Defensive
$78.19
-7.8% 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%).
KO trades at a lower forward P/E
(24.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
KO |
QCOM |
| Current Price |
$78.19 |
$134.47 |
| Fair Value Estimate |
$72.12 |
$239.00 |
| Upside to Fair Value |
-7.8%
|
+77.7%
|
| Market Cap |
$336.5B |
$143.6B |
| Forward P/E |
24.6x
|
26.8x
|
| EV / EBITDA |
19.9x
|
—
|
| Price / Sales |
6.8x
|
3.2x
|
| Price / FCF |
26.8x
|
11.1x
|
| Revenue Growth YoY |
+12.1%
|
+8.7%
|
| Gross Margin |
61.7%
|
55.1%
|
| Operating Margin |
29.3%
|
27.1%
|
| Return on Equity |
43.6%
|
21.6%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
3.73%
|
9.0%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
The Coca-Cola Company is a leading global beverage company specializing in non-alcoholic drinks with a diversified portfolio including sparkling soft drinks, juices, water, coffee, and energy beverages. The business quality is high due to its durable brand moat, consistent earnings growth, and strong operational efficiency, reflected in a 43.6% return on equity and 12.1% revenue growth in the mos…
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 |
KO |
QCOM |
| Zone Low |
$54.09 |
$179.00 |
| Zone High |
$61.30 |
$203.00 |
| In Buy Zone? |
No
|
Yes
|