Stock analysis · Bull Rankings model

QCOM analysis

QUALCOMM IncorporatedSemiconductors. Scored on the same transparent 7-signal model behind the daily rankings.

QCOM
QUALCOMM Incorporated · Semiconductors
FCF$12.5bA-
Rev+13.7%B+
D/E0.56C+
P/E20.6xB+
PEG0.59A-
79.8Score
$191.11$201.4B
1Y Target$216.55Analyst consensus · 31 analysts
5Y Target$273.39Compound horizon
10Y Target$350.61Long-dated conviction
FCF$12.5bTTM
A-
FCF $12.5b — top-quartile, exceptional for any sector
Rev+13.7%TTM YoY
B+
Revenue +13.7% — above sector median, healthy trajectory
D/E0.56
C+
D/E 0.56 — above the Technology debt median (≈75th pctile)
P/E20.6x
B+
P/E 20.6 — below the Technology median (≈40th pctile)
PEG0.59
A-
PEG 0.59 — strong; Lynch's preferred zone

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 79.8
Quality0.91
Growth0.86
Value0.65
Why this score
  • Buying back stock
  • Durable high returns
Entry · Margin of safety
52-week rangeMid-range
26% off the 12-month high
vs DCF fair value68% aboveest. fair value ~$114
Quality signals · context only
Gross profitability43% · A-gross profit ÷ total assets (Novy-Marx)
ROIC21.1% · Areturn on invested capital — not score-weighted
Why now
The bull case hinges on QCT’s 5G chipset dominance fueling mobile and automotive connectivity, delivering a compounding revenue engine; the business is already growing 13.7% YoY, converting that into a hefty 22.3% profit margin and a ROE of 36.4%, while generating $12.5B of free cash flow – the compounding engine rests on relentless 5G rollout and expanding automotive IoT demand.
Moat
Qualcomm’s moat lives in its massive patent portfolio that powers the QTL licensing stream and forces handset makers to lock‑in its QCT chips; the high ROE stems from pricing power as the only supplier of integrated 5G solutions for most flagship devices, and the switching cost of re‑architecting silicon and software makes rivals’ entry extremely costly.
Risk
The bear case points to intensifying competition in 5G silicon and automotive connectivity that could erode margins, while a PE of 20.1 suggests the market has already priced in growth; a beta of 1.64 amplifies downside on any market pull‑back, and a slowdown in revenue growth below the current 13.7% would trigger a sell‑off – a sustained margin dip below 20% would confirm the downside.
Horizon
1-3 yr $216.55 (31-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $273.39 at ~7% CAGR — dividend + buyback compounding. 10 yr $350.61 if the moat survives secular pressure.
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.
Shares to buy
10
Position size
$1,911
3.8% of portfolio
Stop price
$143.33
25% below $191.11
$ at risk if stopped
$477.78
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

QUALCOMM Incorporated (QCOM): score, valuation & FAQ

QUALCOMM Incorporated (QCOM) is a Semiconductors company that scores 79.8 out of 100 on the Bull Rankings quality-growth model — a strong reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are FCF (A-), PEG (A-) and Rev (B+). On valuation, QCOM sits about 68% above our discounted-cash-flow fair value (i.e. the DCF flags it as rich).

Is QCOM a good stock to buy?

Bull Rankings scores QCOM 79.8 out of 100 on its quality-growth model, which is a strong reading. That is driven by FCF (A-), PEG (A-) and Rev (B+). A score is a quantitative screen of QUALCOMM Incorporated's fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does QCOM score 79.8 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). QCOM earns its highest marks on FCF (A-), PEG (A-) and Rev (B+). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is QCOM overvalued or undervalued?

Based on $191.11, QCOM sits about 68% above our discounted-cash-flow fair value (i.e. the DCF flags it as rich). It trades at a 20.6x× P/E (graded B+). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in QCOM?

The bear case points to intensifying competition in 5G silicon and automotive connectivity that could erode margins, while a PE of 20.1 suggests the market has already priced in growth; a beta of 1.64 amplifies downside on any market pull‑back, and a slowdown in revenue growth below the current 13.7% would trigger a sell‑off – a sustained margin dip below 20% would confirm the downside.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.

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