Qualcomm hosted an investor event focused on its emerging data center chip business. Qualcomm expects $40 billion in nonhandset chip revenue in fiscal 2029, with $18 in adjusted EPS. The firm forecasts $5 billion and $15 billion of data center revenue in fiscal 2027 and fiscal 2029, respectively.
Qualcomm collects royalty income on the majority of 4G and 5G handsets sold, as it holds many essential patents used in these networks.
Qualcomm’s chip business faces a host of challenges, from potential share loss at Samsung and Apple, to some of its customers developing mobile processor IP and design expertise in-house.
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Metric
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QCOM
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AAPL
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INTC
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|---|---|---|---|
Price/Earnings (Normalized) | 14.41 | 40.36 | 166.74 |
Price/Book Value | 6.67 | 45.97 | 4.29 |
Price/Sales | 4.18 | 10.97 | 8.33 |
Price/Cash Flow | 14.16 | 33.22 | 33.35 |
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Metric
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QCOM
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AAPL
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INTC
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|---|---|---|---|
Quick Ratio | 1.45 | 0.91 | 1.37 |
Current Ratio | 2.37 | 1.07 | 2.31 |
Interest Coverage | 17.39 | — | −1.75 |
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Metric
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QCOM
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AAPL
|
INTC
|
|---|---|---|---|
Return on Assets (Normalized) | 22.71% | 37.73% | 1.41% |
Return on Equity (Normalized) | 48.57% | 166.76% | 2.68% |
Return on Invested Capital (Normalized) | 30.86% | 76.45% | 1.71% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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Market Cap
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|---|---|---|---|---|---|---|
| NVIDIA Corp
NVDA
| LOCK|#XG<!@C$ | LOCK|h! | $5T | |||
| Taiwan Semiconductor Manufacturing Co Ltd ADR
TSM
| LOCK|c!@&gq | LOCK|jXX | $2T | |||
| Broadcom Inc
AVGO
| LOCK|#pD&QW! | LOCK|Tm | $2T | |||
| Micron Technology Inc
MU
| LOCK|gT@<Fn | LOCK|l& | $959B | |||
| SK hynix Inc ADR
SKHY
| LOCK|pHCDVv | LOCK|zFD | $879B | |||
| Advanced Micro Devices Inc
AMD
| LOCK|w@wYl@<< | LOCK|w!kKx | $808B | |||
| Intel Corp
INTC
| LOCK|J$jck@ | LOCK|hFk | $478B | |||
| ARM Holdings PLC ADR
ARM
| LOCK|s^^jS^ | LOCK|NkG | $285B | |||
| Texas Instruments Inc
TXN
| LOCK|K<K@>MYS | LOCK|#g | $258B | |||
| Analog Devices Inc
ADI
| LOCK|rd<Z!Rp | LOCK|@p% | $183B |
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