QCOM vs V: Which Is the Better Buy?

Side-by-side comparison of QUALCOMM Incorporated and Visa Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-06-20.
QUALCOMM Incorporated · Technology
$226.11
-10.7% upside to fair value
Grade D High Quality
VS
Visa Inc. · Financial Services
$327.24
+27.8% upside to fair value
Grade A High Quality
QuantHub Verdict
V has more upside to fair value (+27.8%). QCOM trades at a lower forward P/E (24.3x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric QCOM V
Current Price $226.11 $327.24
Fair Value Estimate $201.84 $418.15
Upside to Fair Value -10.7% +27.8%
Market Cap $238.3B $627.3B
Forward P/E 24.3x 28.2x
EV / EBITDA 17.5x 22.6x
Price / Sales 5.4x 14.6x
Price / FCF 19.1x 29.6x
Revenue Growth YoY -3.5% +17.1%
Gross Margin 54.8% 81.3%
Operating Margin 25.5% 61.1%
Return on Equity 40.2% 58.9%
Dividend Yield 0% 0%
FCF Yield 5.25% 3.38%
Analyst Consensus Hold Strong Buy
Investment Thesis
QCOM — QUALCOMM Incorporated
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…
V — Visa Inc.
Visa Inc. operates a global payments network that facilitates electronic funds transfers worldwide, primarily through credit and debit cards. The company benefits from a very strong and widening moat driven by its extensive global card network and acceptance infrastructure, supported by a shareholder-friendly capital allocation policy including high buybacks and dividends. Visa's business quality…
Accumulation Zones
Metric QCOM V
Zone Low $151.38 $313.61
Zone High $171.56 $355.43
In Buy Zone? No Yes
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