QUALCOMM is a leading fabless designer (S-P3) specializing in mobile connectivity, automotive platforms, and extensive IP licensing via its QTL division. The company is strategically focused on integrating pervasive on-device AI across its high-performance Snapdragon processor portfolio.
QCOM is exiting the cyclical trough (C3) driven by the secular shift toward 'AI PCs' and 'AI Phones' (A-AI). The company exhibits strong operational momentum, evidenced by sequential revenue growth of +8.74% QoQ, signalling a sharp cycle turn (M2 methodology). This momentum is underpinned by a massive R&D commitment (21.03% of revenue) aimed at securing market share against AMD and INTC in the emerging PC landscape with Snapdragon X Elite, while the structural moat of its QTL licensing division maintains robust TTM FCF Margins at 28.95%.
| Market Cap | None |
| PE Ratio (TTM) | None |
| Revenue (TTM) | None |
| Profit Margin | None |
| 52 Week High | None |
| 52 Week Low | None |
| Price | 181.28 |
What do you have to believe?
Growth vs Discount Rate
| 12% | 9% | 7% | |
|---|---|---|---|
| High | -- | -- | -- |
| Base | -- | -- | -- |
| Low | -- | -- | -- |
β Undervalued β Overvalued
| Year | Revenue | Margin | FCF | PV of FCF |
|---|---|---|---|---|
| Terminal Value (PV) | -- | |||
| Enterprise Value | -- | |||
| Equity Value (EV + Cash - Debt) | -- | |||
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