ORCL vs QCOM: Which Is the Better Buy?

Side-by-side comparison of Oracle Corporation and QUALCOMM Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-20.

ORCL

Oracle Corporation · Technology

$175.08

+45.0% upside to fair value

Grade C High Quality

QCOM

QUALCOMM Incorporated · Technology

$134.47

+45.0% upside to fair value

Med Conviction Grade B

QuantHub Verdict

QCOM trades at a lower forward P/E (26.8x). These are model outputs — not personalized investment advice. See all research →

Valuation & Fundamentals

Metric	ORCL	QCOM
Current Price	$175.08	$134.47
Fair Value Estimate	$253.87	$194.98
Upside to Fair Value	+45.0%	+45.0%
Market Cap	$503.5B	$143.6B
Forward P/E	30.8x	26.8x
EV / EBITDA	21.4x	—
Price / Sales	7.9x	3.2x
Price / FCF	-20.4x	11.1x
Revenue Growth YoY	+21.7%	+8.7%
Gross Margin	66.4%	55.1%
Operating Margin	30.8%	27.1%
Return on Equity	57.4%	21.6%
Dividend Yield	0%	—
FCF Yield	—	9.0%
Analyst Consensus	Strong Buy	Hold

Investment Thesis

ORCL — Oracle Corporation

Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…

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	ORCL	QCOM
Zone Low	$190.40	$146.23
Zone High	$215.79	$165.73
In Buy Zone?	Yes	Yes

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