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 2026-06-20.
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
VS
QUALCOMM Incorporated · Technology
$226.11
-10.7% upside to fair value
Grade D
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+14.0%).
QCOM trades at a lower forward P/E
(24.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ORCL |
QCOM |
| Current Price |
$184.31 |
$226.11 |
| Fair Value Estimate |
$210.13 |
$201.84 |
| Upside to Fair Value |
+14.0%
|
-10.7%
|
| Market Cap |
$530.1B |
$238.3B |
| Forward P/E |
31.0x
|
24.3x
|
| EV / EBITDA |
20.4x
|
17.5x
|
| Price / Sales |
7.9x
|
5.4x
|
| Price / FCF |
-22.4x
|
19.1x
|
| Revenue Growth YoY |
+20.6%
|
-3.5%
|
| Gross Margin |
65.8%
|
54.8%
|
| Operating Margin |
30.8%
|
25.5%
|
| Return on Equity |
50.4%
|
40.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
5.25%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
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 |
ORCL |
QCOM |
| Zone Low |
$157.60 |
$151.38 |
| Zone High |
$178.61 |
$171.56 |
| In Buy Zone? |
No
|
No
|