MSFT vs QCOM: Which Is the Better Buy?
Side-by-side comparison of Microsoft Corporation and QUALCOMM Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Microsoft Corporation · Technology
$379.40
+45.0% upside to fair value
Grade A
High Quality
VS
QUALCOMM Incorporated · Technology
$226.11
-10.7% upside to fair value
Grade D
High Quality
QuantHub Verdict
MSFT has more upside to fair value
(+45.0%).
MSFT trades at a lower forward P/E
(22.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MSFT |
QCOM |
| Current Price |
$379.40 |
$226.11 |
| Fair Value Estimate |
$550.13 |
$201.84 |
| Upside to Fair Value |
+45.0%
|
-10.7%
|
| Market Cap |
$2,818.3B |
$238.3B |
| Forward P/E |
22.5x
|
24.3x
|
| EV / EBITDA |
14.2x
|
17.5x
|
| Price / Sales |
8.9x
|
5.4x
|
| Price / FCF |
38.6x
|
19.1x
|
| Revenue Growth YoY |
+18.3%
|
-3.5%
|
| Gross Margin |
68.3%
|
54.8%
|
| Operating Margin |
46.8%
|
25.5%
|
| Return on Equity |
33.1%
|
40.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.59%
|
5.25%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Microsoft Corporation is a leading global technology company specializing in cloud computing, productivity software, and enterprise platforms. The company benefits from a very strong and widening competitive moat supported by scale, switching costs, an integrated ecosystem, and disciplined capital allocation including large buybacks and dividends. Its business quality is high, demonstrated by a 3…
Qualcomm Incorporated is a leading semiconductor and telecommunications equipment company specializing in cellular and RF technologies, with a strong competitive moat driven by its intellectual property and scale in premium Android and 5G modems. The company benefits from a long-tenured management team and a diversified business model expanding into automotive, IoT, and computing sectors. Despite…
Accumulation Zones
| Metric |
MSFT |
QCOM |
| Zone Low |
$412.60 |
$151.38 |
| Zone High |
$467.61 |
$171.56 |
| In Buy Zone? |
Yes
|
No
|