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 2026-04-18.
QUALCOMM Incorporated · Technology
$134.47
+77.7% upside to fair value
Med Conviction
Grade B
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
QCOM has more upside to fair value
(+77.7%).
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 |
$307.34 |
| Fair Value Estimate |
$239.00 |
$272.65 |
| Upside to Fair Value |
+77.7%
|
-11.3%
|
| Market Cap |
$143.6B |
$117.6B |
| Forward P/E |
26.8x
|
88.2x
|
| EV / EBITDA |
—
|
55.3x
|
| Price / Sales |
3.2x
|
11.5x
|
| Price / FCF |
11.1x
|
61.2x
|
| Revenue Growth YoY |
+8.7%
|
+7.6%
|
| Gross Margin |
55.1%
|
34.8%
|
| Operating Margin |
27.1%
|
18.2%
|
| Return on Equity |
21.6%
|
40.3%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
9.0%
|
1.63%
|
| 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 as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
| Metric |
QCOM |
VRT |
| Zone Low |
$179.00 |
$204.49 |
| Zone High |
$203.00 |
$231.75 |
| In Buy Zone? |
Yes
|
No
|