QCOM vs VRT: Which Is the Better Buy?
Side-by-side comparison of QUALCOMM Incorporated and Vertiv Holdings Co — 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
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
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 |
VRT |
| Current Price |
$134.47 |
$305.14 |
| Fair Value Estimate |
$194.98 |
$167.83 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$143.6B |
$116.8B |
| Forward P/E |
26.8x
|
75.0x
|
| EV / EBITDA |
—
|
50.1x
|
| Price / Sales |
3.2x
|
10.8x
|
| Price / FCF |
11.1x
|
50.5x
|
| Revenue Growth YoY |
+8.7%
|
+30.1%
|
| Gross Margin |
55.1%
|
36.2%
|
| Operating Margin |
27.1%
|
18.5%
|
| Return on Equity |
21.6%
|
42.1%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
9.0%
|
1.98%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
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…
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
QCOM |
VRT |
| Zone Low |
$146.23 |
$125.87 |
| Zone High |
$165.73 |
$142.66 |
| In Buy Zone? |
Yes
|
No
|