QCOM vs TSLA: Which Is the Better Buy?
Side-by-side comparison of QUALCOMM Incorporated and Tesla, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
QUALCOMM Incorporated · Technology
$134.47
+45.0% upside to fair value
Med Conviction
Grade B
VS
Tesla, Inc. · Consumer Cyclical
$387.51
-45.0% upside to fair value
Grade D
QuantHub Verdict
QCOM has more upside to fair value
(+45.0%).
QCOM trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
QCOM |
TSLA |
| Current Price |
$134.47 |
$387.51 |
| Fair Value Estimate |
$194.98 |
$213.13 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$143.6B |
$1,454.1B |
| Forward P/E |
26.8x
|
330.0x
|
| EV / EBITDA |
—
|
122.9x
|
| Price / Sales |
3.2x
|
15.3x
|
| Price / FCF |
11.1x
|
233.8x
|
| Revenue Growth YoY |
+8.7%
|
-3.1%
|
| Gross Margin |
55.1%
|
18.0%
|
| Operating Margin |
27.1%
|
4.6%
|
| Return on Equity |
21.6%
|
4.8%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
9.0%
|
0.43%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
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…
Tesla, Inc. is a leading global manufacturer of electric vehicles, energy storage, and solar products, led by CEO Elon Musk since 2008. The company has a mixed business quality profile with a strong brand and innovation leadership but faces significant challenges including declining automotive revenue, which fell nearly 10% year-over-year in 2025, and a 3.1% revenue decline in the most recent qua…
Accumulation Zones
| Metric |
QCOM |
TSLA |
| Zone Low |
$146.23 |
$159.85 |
| Zone High |
$165.73 |
$181.16 |
| In Buy Zone? |
Yes
|
No
|