QCOM vs WDC: Which Is the Better Buy?
Side-by-side comparison of QUALCOMM Incorporated and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
QUALCOMM Incorporated · Technology
$201.97
-21.1% upside to fair value
Med Conviction
Grade D
High Quality
VS
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
WDC has more upside to fair value
(-16.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
QCOM |
WDC |
| Current Price |
$201.97 |
$441.36 |
| Fair Value Estimate |
$159.42 |
$367.30 |
| Upside to Fair Value |
-21.1%
|
-16.8%
|
| Market Cap |
$212.1B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
16.5x
|
17.4x
|
| Price / Sales |
4.8x
|
11.8x
|
| Price / FCF |
20.5x
|
47.3x
|
| Revenue Growth YoY |
-4.0%
|
+43.8%
|
| Gross Margin |
54.2%
|
48.9%
|
| Operating Margin |
23.2%
|
34.9%
|
| Return on Equity |
37.3%
|
118.6%
|
| Dividend Yield |
1.79% |
0.12% |
| FCF Yield |
4.88%
|
2.12%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Qualcomm develops foundational wireless technologies and monetizes them through two main engines: QCT, which supplies Snapdragon application processors and modems, and QTL, which licenses a standards-essential patent portfolio covering CDMA2000, WCDMA, LTE and 5G. The licensing arm and the company's entrenched position in premium Android handsets give it a genuinely high-quality business, evidenc…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
QCOM |
WDC |
| Zone Low |
$119.56 |
$275.48 |
| Zone High |
$135.51 |
$312.20 |
| In Buy Zone? |
No
|
No
|