COMPARE · Reviewed July 29, 2026
NVDA vs QCOM
Verdict: Side-by-side breakdown using the Bull Rankings model. NVDA scored 86.6, QCOM scored 74.5 — NVDA leads.
Compare another set
NVDA
NVIDIA Corporation
86.6
$190.01 · $4.6T
fundamentals as of
Score gap
12.1
NVDA leads
QCOM
QUALCOMM Incorporated
74.5
$155.68 · $164.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
NVDA
stronger →← stronger
QCOM
88
Qualityreturns · margins · balance sheet
89
100
Growthrevenue & earnings expansion
63
74
Valuevaluation vs sector peers
74
NVDA and QCOM split the three pillars evenly.
Fundamentals, head-to-head
NVDA
QCOM
$119.1bA
FCF
$10.4bA-
+70.7%A
Rev
+1.9%C
0.07A-
D/E
0.56B
29.1xB
P/E
16.7xA-
0.54A-
PEG
0.51A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
NVDA
QCOM
187% above
Price vs fair valuelower is cheaper
65% above
~46%/yr
Growth the price implies10-yr FCF · lower = less priced in
~16%/yr
-73%
1-yr DCF upside
-39%
-65%
5-yr DCF upside
-40%
-51%
10-yr DCF upside
-41%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
NVDA
Why this score
- Raising its dividend
- Durable high returns
QCOM
Why this score
- Buying back stock
- Durable high returns
The companies
NVDANVIDIA Corporation
Why now
Semiconductors · market cap $4.6T. 20% off the 52-week high of $236.54. Revenue growing +71% — in hypergrowth territory. PEG 0.54 — paying under fair value for the growth rate. 58 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $302.83 (implying +59% upside).
Moat
Net margin 63% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 82% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $4.6T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Beta 2.21 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 18.2x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. Semiconductor cyclicality — inventory corrections compress margins faster than analysts model. Monitor channel inventory and book-to-bill ratios as leading indicators.
QCOMQUALCOMM Incorporated
Why now
Semiconductors · market cap $164.1b. Down 40% from 52-week high of $259.92 — deep drawdown territory. PEG 0.51 — paying under fair value for the growth rate. 30 sell-side analysts rate this a Hold with a mean 1-yr target of $220.57 (implying +42% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 33% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 40% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.64 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Semiconductor cyclicality — inventory corrections compress margins faster than analysts model. Monitor channel inventory and book-to-bill ratios as leading indicators.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.