Compare Stocks › ADI vs QCOM
Analog Devices, Inc. (ADI) vs QUALCOMM Incorporated (QCOM)
ADI
Analog Devices, Inc.
$396.96
VS
QCOM
QUALCOMM Incorporated
$169.52
Rewards
ADI
- ★Gross margin of 62.8% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★PEG ratio of 0.62 suggests the stock is undervalued relative to its growth rate — paying less than 1x for each unit of earnings growth.
- ★Altman Z-Score of 6.46 indicates very low bankruptcy risk — the company is firmly in the safe zone.
QCOM
- ★QUALCOMM Incorporated has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
- ★QUALCOMM Incorporated scores 73/100 on the Economic Moat Score (Wide Moat), with reinvestment efficiency as the strongest competitive dimension.
- ★Free cash flow has grown at a 23.3% CAGR over the past 4 years, demonstrating strong earnings power growth.
Risks
ADI
- ⚠FCF yield of 2.1% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠Trailing P/E of 72.3x is 57% above the historical average of 46.1x — the stock trades at a premium to its own history.
- ⚠5 insider sales totaling $12.2M with no purchases in the past 3 months — insiders are reducing their exposure.
QCOM
- ⚠FCF yield of 7.2% suggests reasonable valuation assuming continued moderate growth.
- ⚠16 insider sales with no purchases over the past 12 months — a persistent pattern of insider selling.
Key Valuation Metrics
Learn more →ADI
QCOM
Valuation
$4.14B
Free Cash Flow
$12.82B
2.14%
FCF Yield
7.18%
72.31
Trailing P/E
18.25
30.19
Forward P/E
15.94
Quality & Moat
7.23%
ROIC
18.22%
6.71%
ROE
20.31%
62.84%
Gross Margin
54.80%
0.62
PEG Ratio
0.11
Balance Sheet Safety
0.26
Debt / Equity
0.56
N/A
Interest Coverage
N/A
0.85
Net Debt / EBITDA
0.42
1.02%
Dividend Yield
2.08%
ADI: 2Ties: 1QCOM: 9
ADIQCOM
Historical Fundamentals
Learn more →ADI
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
QCOM
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →ADI
$27.09
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$1.82B
Δ Market Cap
+$49.25B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
QCOM
$5.06
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$11.96B
Δ Market Cap
+$60.46B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →ADI
184.0% Overvalued
Price is 184.0% above estimated fair value
Current Price: $396.96
Strongly undervalued
Strongly overvalued
Fair Value: $139.77
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
QCOM
125.2% Overvalued
Price is 125.2% above estimated fair value
Current Price: $169.52
Strongly undervalued
Strongly overvalued
Fair Value: $75.29
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →ADI
What growth rate is the market pricing in at $397?
+28.0%
Market-Implied Owner Earnings Growth
Standard FCF implies +19.6%
The market implies +28.0% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +19.6%, reflecting heavy growth investment.
QCOM
What growth rate is the market pricing in at $170?
+14.6%
Market-Implied Owner Earnings Growth
Standard FCF implies +3.2%
The market implies +14.6% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +3.2%, reflecting heavy growth investment.
Economic Moat Score
Learn more →ADI
36/100
No Moat
70+ Wide · 40-69 Narrow · <40 None
No durable moat detected, though reinvestment efficiency shows some competitive positioning. The business lacks consistent evidence of sustainable advantages.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
QCOM
73/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat driven primarily by reinvestment efficiency. Revenue Predictability is the area most vulnerable to competitive pressure.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →ADI
-2.75
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
QCOM
-3.16
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →ADI
Insiders 0.3%Institutions 93.0%Retail & Other 6.7%
No. of Institutional Holders2,642
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
QCOM
Insiders 0.1%Institutions 82.7%Retail & Other 17.2%
No. of Institutional Holders3,708
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →ADI
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
QCOM
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →ADI
5
Sells (3M)
29
Sells (12M)
Total value (12M): $53.98M
ROCHE VINCENT T
Chief Executive Officer
$3.18M
@ $318.14 · 2026-04-01
STATA RAYMOND S
Director
$2.00M
@ $319.40 · 2026-03-11
ROCHE VINCENT T
Chief Executive Officer
$3.50M
@ $350.00 · 2026-03-02
SONDEL MICHAEL
Officer
$1.52M
@ $361.11 · 2026-02-25
STATA RAYMOND S
Director
$2.00M
@ $319.39 · 2026-02-05
ROCHE VINCENT T
Chief Executive Officer
$3.07M
@ $306.92 · 2026-02-02
STATA RAYMOND S
Director
$1.85M
@ $296.44 · 2026-01-14
NAKAMURA KATSUFUMI
Officer
$150,732
@ $301.46 · 2026-01-09
NAKAMURA KATSUFUMI
Officer
$144,582
@ $289.16 · 2026-01-07
COTTER MARTIN
Officer
$2.78M
@ $278.44 · 2026-01-05
ROCHE VINCENT T
Chief Executive Officer
$2.75M
@ $275.07 · 2026-01-02
COTTER MARTIN
Officer
$1.36M
@ $271.19 · 2025-12-17
STATA RAYMOND S
Director
$1.73M
@ $276.45 · 2025-12-17
ROCHE VINCENT T
Chief Executive Officer
$2.82M
@ $282.42 · 2025-12-12
SONDEL MICHAEL
Officer
$2.28M
@ $279.50 · 2025-12-10
JAIN VIVEK
Officer
$1.57M
@ $265.88 · 2025-12-01
STATA RAYMOND S
Director
$1.46M
@ $232.86 · 2025-11-05
ROCHE VINCENT T
Chief Executive Officer
$2.35M
@ $234.95 · 2025-11-03
FRANK EDWARD H
Director
$242,740
@ $242.74 · 2025-10-06
STATA RAYMOND S
Director
$1.51M
@ $241.64 · 2025-10-02
ROCHE VINCENT T
Chief Executive Officer
$2.44M
@ $243.71 · 2025-10-01
STATA RAYMOND S
Director
$1.55M
@ $248.27 · 2025-09-18
COTTER MARTIN
Officer
$3.08M
@ $246.25 · 2025-09-05
ROCHE VINCENT T
Chief Executive Officer
$2.46M
@ $246.50 · 2025-09-02
NAKAMURA KATSUFUMI
Officer
$617,595
@ $248.03 · 2025-08-21
STATA RAYMOND S
Director
$1.38M
@ $220.64 · 2025-08-06
STATA RAYMOND S
Director
$1.50M
@ $240.13 · 2025-07-17
STATA RAYMOND S
Director
$1.45M
@ $232.57 · 2025-06-12
STATA RAYMOND S
Director
$1.23M
@ $196.86 · 2025-05-07
ROCHE VINCENT T
Chief Executive Officer
$1.97M
@ $196.84 · 2025-05-01
STATA RAYMOND S
Director
$1.11M
@ $177.49 · 2025-04-16
ROCHE VINCENT T
Chief Executive Officer
$2.00M
@ $200.26 · 2025-04-01
JAIN VIVEK
Officer
$2.66M
@ $210.00 · 2025-03-24
PUCCIO RICHARD C. JR.
Chief Financial Officer
$836,760
@ $209.19 · 2025-03-19
ROCHE VINCENT T
Chief Executive Officer
$2.09M
@ $209.12 · 2025-03-12
ROCHE VINCENT T
Chief Executive Officer
$2.10M
@ $210.44 · 2025-03-11
STATA RAYMOND S
Director
$469,920
@ $224.52 · 2025-03-05
JOHNSON MERCEDES
Director
$1.36M
@ $227.12 · 2025-03-05
ROCHE VINCENT T
Chief Executive Officer
$2.33M
@ $232.62 · 2025-03-03
ROCHE VINCENT T
Chief Executive Officer
$2.35M
@ $234.82 · 2025-02-26
ROCHE VINCENT T
Chief Executive Officer
$2.15M
@ $215.49 · 2025-01-02
ROCHE VINCENT T
Chief Executive Officer
$2.16M
@ $215.83 · 2024-12-11
BRYANT GREGORY M.
Officer
$4.48M
@ $223.87 · 2024-11-01
ROCHE VINCENT T
Chief Executive Officer
$2.24M
@ $223.87 · 2024-11-01
BRYANT GREGORY M.
Officer
$6.87M
@ $228.93 · 2024-10-01
ROCHE VINCENT T
Chief Executive Officer
$2.29M
@ $228.93 · 2024-10-01
BRYANT GREGORY M.
Officer
$6.72M
@ $224.10 · 2024-09-25
ROCHE VINCENT T
Chief Executive Officer
$2.29M
@ $228.69 · 2024-09-03
FRANK EDWARD H
Director
$233,133
@ $234.30 · 2024-08-29
FRANK EDWARD H
Director
$113,618
@ $227.24 · 2024-08-23
ROCHE VINCENT T
Chief Executive Officer
$2.28M
@ $228.08 · 2024-08-01
ROCHE VINCENT T
Chief Executive Officer
$2.27M
@ $226.70 · 2024-07-01
BRYANT GREGORY M.
Officer
$4.12M
@ $233.94 · 2024-06-13
ROCHE VINCENT T
Chief Executive Officer
$2.35M
@ $235.09 · 2024-06-03
CHAMPY JAMES A
Director
$980,910
@ $233.55 · 2024-05-28
SONDEL MICHAEL
Officer
$1.14M
@ $236.58 · 2024-05-24
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
QCOM
3
Sells (3M)
16
Sells (12M)
Total value (12M): $12.70M
PALKHIWALA AKASH J
Chief Operating Officer
$325,854
@ $130.34 · 2026-04-13
PALKHIWALA AKASH J
Chief Operating Officer
$330,815
@ $132.33 · 2026-03-12
PALKHIWALA AKASH J
Chief Operating Officer
$458,799
@ $137.65 · 2026-02-06
PALKHIWALA AKASH J
Chief Operating Officer
$577,620
@ $173.30 · 2026-01-02
PALKHIWALA AKASH J
Chief Operating Officer
$2.20M
@ $175.29 · 2025-12-19
ROGERS ALEXANDER H
Officer
$2.83M
@ $178.01 · 2025-12-16
CHAPLIN ANN C
General Counsel
$1.28M
@ $178.03 · 2025-12-16
PALKHIWALA AKASH J
Chief Operating Officer
$567,702
@ $170.33 · 2025-11-07
PALKHIWALA AKASH J
Chief Operating Officer
$1.38M
@ $166.06 · 2025-10-20
PALKHIWALA AKASH J
Chief Operating Officer
$522,808
@ $156.86 · 2025-09-02
MARTIN NEIL A
Officer
$122,463
@ $154.82 · 2025-08-21
PALKHIWALA AKASH J
Chief Operating Officer
$493,610
@ $148.10 · 2025-08-04
PALKHIWALA AKASH J
Chief Operating Officer
$537,560
@ $161.28 · 2025-07-02
PALKHIWALA AKASH J
Chief Operating Officer
$486,965
@ $146.10 · 2025-06-02
MARTIN NEIL A
Officer
$120,808
@ $153.70 · 2025-05-21
PALKHIWALA AKASH J
Chief Operating Officer
$465,846
@ $139.77 · 2025-05-05
PALKHIWALA AKASH J
Chief Operating Officer
$91,442
@ $141.11 · 2025-04-09
PALKHIWALA AKASH J
Chief Operating Officer
$119,900
@ $132.63 · 2025-04-08
PALKHIWALA AKASH J
Chief Operating Officer
$235,262
@ $132.10 · 2025-04-04
PALKHIWALA AKASH J
Chief Operating Officer
$523,292
@ $156.82 · 2025-03-03
MARTIN NEIL A
Officer
$130,074
@ $174.83 · 2025-02-21
PALKHIWALA AKASH J
Chief Operating Officer
$509,397
@ $169.80 · 2025-02-12
ROGERS ALEXANDER H
Officer
$3.28M
@ $169.83 · 2025-02-10
PALKHIWALA AKASH J
Chief Operating Officer
$463,851
@ $154.62 · 2025-01-02
CHAPLIN ANN C
General Counsel
$409,056
@ $158.12 · 2024-12-16
ROGERS ALEXANDER H
Officer
$1.67M
@ $160.59 · 2024-12-10
CHAPLIN ANN C
General Counsel
$1.24M
@ $160.59 · 2024-12-10
PALKHIWALA AKASH J
Chief Operating Officer
$484,617
@ $161.54 · 2024-12-05
MARTIN NEIL A
Officer
$202,120
@ $155.00 · 2024-11-21
PALKHIWALA AKASH J
Chief Operating Officer
$491,349
@ $163.78 · 2024-11-14
THOMPSON JAMES H.
Chief Technology Officer
$1.38M
@ $172.09 · 2024-11-08
CHAPLIN ANN C
General Counsel
$313,779
@ $165.06 · 2024-11-04
ROGERS ALEXANDER H
Officer
$539,157
@ $166.15 · 2024-10-02
THOMPSON JAMES H.
Chief Technology Officer
$1.36M
@ $169.80 · 2024-10-01
PALKHIWALA AKASH J
Chief Operating Officer
$497,848
@ $165.95 · 2024-10-01
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →ADI
😏Greed(69/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
QCOM
😐Neutral(60/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →ADI
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Greed (69)
QCOM
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (60)