Compare Stocks › IP vs QCOM
International Paper Company (IP) vs QUALCOMM Incorporated (QCOM)
IP
International Paper Company
$34.00
VS
QCOM
QUALCOMM Incorporated
$131.28
Rewards
IP
- ★3 insider purchases totaling $4.0M with no sells in the past 3 months — insiders are putting their own money in.
- ★Market sentiment is in extreme fear territory (score: 19/100) — historically, periods of fear have often presented buying opportunities.
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
IP
- ⚠ROIC has declined by 9.7 percentage points over the observed period, which may signal competitive erosion.
- ⚠International Paper Company scores only 17/100 on the Economic Moat Score, suggesting limited durable competitive advantages.
- ⚠Share count has increased by 51% over the past 4 years, diluting existing shareholders.
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 →IP
QCOM
Valuation
$553.25M
Free Cash Flow
$10.42B
3.07%
FCF Yield
7.43%
N/A
Trailing P/E
26.47
11.70
Forward P/E
11.77
Quality & Moat
4.77%
ROIC
25.70%
-23.71%
ROE
24.02%
29.74%
Gross Margin
55.10%
N/A
PEG Ratio
N/A
Balance Sheet Safety
0.71
Debt / Equity
0.64
N/A
Interest Coverage
N/A
2.38
Net Debt / EBITDA
0.22
5.44%
Dividend Yield
2.71%
IP: 1Ties: 2QCOM: 7
IPQCOM
Historical Fundamentals
Learn more →IP
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 →IP
N/A
Net losses over 3 years — test not applicable
Company had negative cumulative retained earnings
Σ Retained
$-4.93B
Δ Market Cap
+$8.67B
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 →IP
41.6% Margin of Safety
Price is 41.6% below estimated fair value
Current Price: $34.00
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $58.23
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 →IP
What growth rate is the market pricing in at $34?
+20.1%
Market-Implied FCF Growth Rate
Market pricing in significantly higher growth than history — aggressive.
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 →IP
17/100
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 →IP
-2.71
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 →IP
Insiders 0.4%Institutions 102.4%
No. of Institutional Holders1,184
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 →IP
3
Buys (3M)
3
Buys (12M)
Total value (12M): $4.01M
GUSTAFSSON PER ANDERS
Director
$1.00M
@ $38.33 · 2026-03-12
CONNOR CHRISTOPHER M
Director
$1.01M
@ $40.37 · 2026-01-30
SILVERNAIL ANDREW K.
Chief Executive Officer
$2.00M
@ $39.98 · 2026-01-30
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 →IP
0
Sells (3M)
2
Sells (12M)
Total value (12M): $746,159
SAAB JOSEPH R
General Counsel
$409,815
@ $45.53 · 2025-09-16
GOUGHNOUR HOLLY G
Officer
$336,344
@ $44.85 · 2025-05-05
SULLIVAN KATHRYN D.
Director
$35,034
@ $58.39 · 2024-11-29
SULLIVAN KATHRYN D.
Director
$33,714
@ $56.19 · 2024-11-15
SULLIVAN KATHRYN D.
Director
$32,100
@ $53.50 · 2024-10-31
SULLIVAN KATHRYN D.
Director
$28,848
@ $48.08 · 2024-10-15
SULLIVAN KATHRYN D.
Director
$29,208
@ $48.68 · 2024-09-30
SULLIVAN KATHRYN D.
Director
$29,688
@ $49.48 · 2024-09-16
SAAB JOSEPH R
General Counsel
$115,412
@ $47.30 · 2024-09-12
GOUGHNOUR HOLLY G
Officer
$236,100
@ $47.22 · 2024-09-06
SULLIVAN KATHRYN D.
Director
$28,740
@ $47.90 · 2024-08-30
ELLIS CLAYTON R
Officer
$439,470
@ $48.83 · 2024-08-28
SULLIVAN KATHRYN D.
Director
$27,660
@ $46.10 · 2024-08-15
SULLIVAN KATHRYN D.
Director
$27,756
@ $46.26 · 2024-07-31
SULLIVAN KATHRYN D.
Director
$26,208
@ $43.68 · 2024-07-15
SULLIVAN KATHRYN D.
Director
$25,662
@ $42.77 · 2024-06-28
SULLIVAN KATHRYN D.
Director
$27,066
@ $45.11 · 2024-06-14
SULLIVAN KATHRYN D.
Director
$26,748
@ $44.58 · 2024-05-31
SULLIVAN KATHRYN D.
Director
$23,946
@ $39.91 · 2024-05-15
SULLIVAN KATHRYN D.
Director
$20,964
@ $34.94 · 2024-04-30
SULLIVAN KATHRYN D.
Director
$22,668
@ $37.78 · 2024-04-15
SULLIVAN KATHRYN D.
Director
$23,352
@ $38.92 · 2024-04-01
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 →IP
🥶Extreme Fear(19/100)
"Mr. Market is panicking — potential buying opportunity if fundamentals are strong"
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 →IP
⚪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: Extreme Fear (19)
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)