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 2026-04-29.
Microsoft Corporation · Technology
$429.25
-1.3% upside to fair value
Grade B
High Quality
VS
QUALCOMM Incorporated · Technology
$134.47
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
QCOM has more upside to fair value
(+45.0%).
MSFT trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MSFT |
QCOM |
| Current Price |
$429.25 |
$134.47 |
| Fair Value Estimate |
$423.82 |
$194.98 |
| Upside to Fair Value |
-1.3%
|
+45.0%
|
| Market Cap |
$3,187.4B |
$143.6B |
| Forward P/E |
26.8x
|
26.8x
|
| EV / EBITDA |
17.2x
|
—
|
| Price / Sales |
10.4x
|
3.2x
|
| Price / FCF |
41.2x
|
11.1x
|
| Revenue Growth YoY |
+16.7%
|
+8.7%
|
| Gross Margin |
68.6%
|
55.1%
|
| Operating Margin |
46.7%
|
27.1%
|
| Return on Equity |
33.6%
|
21.6%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
2.43%
|
9.0%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Microsoft Corporation is a leading technology company specializing in software infrastructure, cloud computing, and productivity solutions. The company benefits from a high-quality business model characterized by durable competitive moats including strong switching costs and intangible assets such as its brand and cloud infrastructure. Under CEO Satya Nadella's leadership since 2014, Microsoft ha…
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 |
MSFT |
QCOM |
| Zone Low |
$317.87 |
$146.23 |
| Zone High |
$360.25 |
$165.73 |
| In Buy Zone? |
No
|
Yes
|