Compare Stocks › ALL vs QCOM
The Allstate Corporation (ALL) vs QUALCOMM Incorporated (QCOM)
ALL
The Allstate Corporation
$204.07
VS
QCOM
QUALCOMM Incorporated
$131.28
Rewards
ALL
- ★Free cash flow has grown at a 28.1% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $1.61 of market value — management is creating shareholder value.
- ★FCF yield of 16.9% is historically attractive — the business generates significant cash relative to its price.
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
ALL
- ⚠Altman Z-Score of 1.65 places the company in the distress zone — financial patterns resemble those of companies that experienced bankruptcy.
- ⚠8 insider sales totaling $32.1M with no purchases in the past 3 months — insiders are reducing their exposure.
QCOM
- ⚠FCF yield of 7.4% suggests reasonable valuation assuming continued moderate growth.
- ⚠Trailing P/E of 26.5x is 28% above the historical average of 20.7x — the stock trades at a premium to its own history.
- ⚠18 insider sales with no purchases over the past 12 months — a persistent pattern of insider selling.
Key Valuation Metrics
Learn more →ALL
QCOM
Valuation
$8.92B
Free Cash Flow
$10.42B
16.85%
FCF Yield
7.43%
5.36
Trailing P/E
26.47
8.11
Forward P/E
11.77
Quality & Moat
40.55%
ROIC
25.70%
33.23%
ROE
24.02%
31.30%
Gross Margin
55.10%
0.05
PEG Ratio
N/A
Balance Sheet Safety
0.25
Debt / Equity
0.64
N/A
Interest Coverage
N/A
0.17
Net Debt / EBITDA
0.22
2.12%
Dividend Yield
2.71%
ALL: 7Ties: 1QCOM: 3
ALLQCOM
Historical Fundamentals
Learn more →ALL
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 →ALL
$1.61
created per $1 retained over 3 years
Value Creator
Σ Retained
$11.50B
Δ Market Cap
+$18.48B
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 →ALL
65.9% Margin of Safety
Price is 65.9% below estimated fair value
Current Price: $204.07
Strongly undervalued
Fairly valued
Strongly overvalued
Fair Value: $598.37
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
QCOM
71.3% Overvalued
Price is 71.3% above estimated fair value
Current Price: $131.28
Strongly undervalued
Fairly valued
Strongly overvalued
Fair Value: $76.62
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →ALL
What growth rate is the market pricing in at $204?
-11.0%
Market-Implied Owner Earnings Growth
Standard FCF implies -8.9%
The market implies -11.0% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding -8.9%, reflecting heavy growth investment expected to generate future returns.
QCOM
What growth rate is the market pricing in at $131?
+11.2%
Market-Implied Owner Earnings Growth
Standard FCF implies +2.6%
The market implies +11.2% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +2.6%, reflecting heavy growth investment.
Economic Moat Score
Learn more →ALL
39/100
No Moat
70+ Wide · 40-69 Narrow · <40 None
No durable moat detected, though revenue predictability 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 →ALL
-2.40
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 →ALL
Insiders 0.6%Institutions 82.7%Retail & Other 16.7%
No. of Institutional Holders2,125
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 81.6%Retail & Other 18.2%
No. of Institutional Holders3,852
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 →ALL
0
Buys (3M)
0
Buys (12M)
DEBIASE CHRISTINE MARIE
General Counsel
$1,339
@ $191.29 · 2024-04-01
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 →ALL
8
Sells (3M)
21
Sells (12M)
Total value (12M): $60.79M
WILSON THOMAS JOSEPH II
Chief Executive Officer
$3.51M
@ $208.90 · 2026-03-16
WILSON THOMAS JOSEPH II
Chief Executive Officer
$3.57M
@ $212.27 · 2026-03-02
MERTEN JESSE E
Divisional Officer
$7.09M
@ $208.57 · 2026-02-25
WILSON THOMAS JOSEPH II
Chief Executive Officer
$3.54M
@ $210.48 · 2026-02-17
WILSON THOMAS JOSEPH II
Chief Executive Officer
$3.37M
@ $200.71 · 2026-02-02
WILSON THOMAS JOSEPH II
Chief Executive Officer
$3.49M
@ $207.83 · 2026-01-12
GUPTA SUREN K
Divisional Officer
$4.11M
@ $210.00 · 2026-01-07
WILSON THOMAS JOSEPH II
Chief Executive Officer
$3.44M
@ $204.77 · 2026-01-02
WILSON THOMAS JOSEPH II
Chief Executive Officer
$3.53M
@ $210.04 · 2025-12-15
WILSON THOMAS JOSEPH II
Chief Executive Officer
$3.57M
@ $212.68 · 2025-12-01
GUPTA SUREN K
Divisional Officer
$975,751
@ $215.11 · 2025-11-28
GUPTA SUREN K
Divisional Officer
$129,010
@ $215.02 · 2025-11-24
GUPTA SUREN K
Divisional Officer
$4.71M
@ $215.21 · 2025-11-21
GUPTA SUREN K
Divisional Officer
$86,086
@ $215.22 · 2025-11-17
WILSON THOMAS JOSEPH II
Chief Executive Officer
$3.58M
@ $213.20 · 2025-11-17
GUPTA SUREN K
Divisional Officer
$301,031
@ $215.02 · 2025-11-14
WILSON THOMAS JOSEPH II
Chief Executive Officer
$3.18M
@ $189.40 · 2025-11-03
WILSON THOMAS JOSEPH II
Chief Executive Officer
$3.26M
@ $194.02 · 2025-10-20
WILSON THOMAS JOSEPH II
Chief Executive Officer
$3.53M
@ $210.19 · 2025-10-06
PRINDIVILLE MARK Q
Officer of Subsidiary Company
$1.52M
@ $206.43 · 2025-08-22
SPRIESER JUDITH A.
Director
$272,146
@ $209.34 · 2025-06-02
MERTEN JESSE E
Chief Financial Officer
$7.48M
@ $186.53 · 2025-02-10
DUGENSKE JOHN E
Divisional Officer
$6.96M
@ $191.38 · 2024-09-20
TOOHEY ROBERT
Officer
$3.01M
@ $180.17 · 2024-08-19
BRADY ELIZABETH
Officer of Subsidiary Company
$8.86M
@ $179.09 · 2024-08-16
GUPTA SUREN K
Divisional Officer
$8.11M
@ $177.28 · 2024-07-18
SPRIESER JUDITH A.
Director
$187,573
@ $166.88 · 2024-06-03
DUGENSKE JOHN E
Divisional Officer
$5.28M
@ $170.20 · 2024-03-26
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
QCOM
3
Sells (3M)
18
Sells (12M)
Total value (12M): $12.83M
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
MARTIN NEIL A
Officer
$126,224
@ $163.08 · 2024-09-05
THOMPSON JAMES H.
Chief Technology Officer
$1.37M
@ $171.72 · 2024-09-03
PALKHIWALA AKASH J
Chief Operating Officer
$497,980
@ $165.99 · 2024-09-03
PALKHIWALA AKASH J
Chief Operating Officer
$488,662
@ $162.89 · 2024-08-08
THOMPSON JAMES H.
Chief Technology Officer
$1.28M
@ $160.50 · 2024-08-02
PALKHIWALA AKASH J
Chief Operating Officer
$616,815
@ $205.60 · 2024-07-05
THOMPSON JAMES H.
Chief Technology Officer
$1.60M
@ $199.47 · 2024-07-01
THOMPSON JAMES H.
Chief Technology Officer
$1.68M
@ $209.61 · 2024-06-03
PALKHIWALA AKASH J
Chief Operating Officer
$617,299
@ $205.77 · 2024-06-03
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 →ALL
😐Neutral(53/100)
"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.
QCOM
😨Fear(30/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
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 →ALL
⚪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 (53)
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: Fear (30)