Compare Stocks › QCOM vs TEL
QUALCOMM Incorporated (QCOM) vs TE Connectivity plc (TEL)
QCOM
QUALCOMM Incorporated
$131.28
VS
TEL
TE Connectivity plc
$198.39
Rewards
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.
TEL
- ★TE Connectivity plc has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★TE Connectivity plc scores 81/100 on the Economic Moat Score (Wide Moat), with reinvestment efficiency as the strongest competitive dimension.
- ★Free cash flow has grown at a 23.5% CAGR over the past 4 years, demonstrating strong earnings power growth.
Risks
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.
TEL
- ⚠FCF yield of 5.5% suggests reasonable valuation assuming continued moderate growth.
- ⚠Trailing P/E of 28.6x is 29% above the historical average of 22.2x — the stock trades at a premium to its own history.
- ⚠5 insider sales totaling $7.5M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →QCOM
TEL
Valuation
$10.42B
Free Cash Flow
$3.20B
7.43%
FCF Yield
5.50%
26.47
Trailing P/E
28.59
11.77
Forward P/E
16.03
Quality & Moat
25.70%
ROIC
15.61%
24.02%
ROE
14.02%
55.10%
Gross Margin
35.69%
N/A
PEG Ratio
0.64
Balance Sheet Safety
0.64
Debt / Equity
0.46
N/A
Interest Coverage
N/A
0.22
Net Debt / EBITDA
1.05
2.71%
Dividend Yield
1.47%
QCOM: 9Ties: 1TEL: 1
QCOMTEL
Historical Fundamentals
Learn more →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.
TEL
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 →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
TEL
$6.55
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$4.66B
Δ Market Cap
+$30.50B
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 →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
TEL
27.8% Overvalued
Price is 27.8% above estimated fair value
Current Price: $198.39
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $155.18
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →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.
TEL
What growth rate is the market pricing in at $198?
+15.0%
Market-Implied Owner Earnings Growth
Standard FCF implies +7.5%
The market implies +15.0% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +7.5%, reflecting heavy growth investment.
Economic Moat Score
Learn more →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.
TEL
81/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat with strength across all dimensions. Reinvestment Efficiency is the standout factor.
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 →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.
TEL
-2.87
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 →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.
TEL
Insiders 0.1%Institutions 93.4%Retail & Other 6.5%
No. of Institutional Holders1,774
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 →QCOM
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
TEL
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 →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
TEL
5
Sells (3M)
22
Sells (12M)
Total value (12M): $142.14M
KROEGER SHADRAK W
Officer
$2.09M
@ $222.52 · 2026-03-02
KROEGER SHADRAK W
Officer
$1.53M
@ $233.64 · 2026-02-13
KROEGER SHADRAK W
Officer
$2.20M
@ $233.82 · 2026-02-13
SHAFFER REUBEN M
Officer
$333,853
@ $234.28 · 2026-02-13
JENKINS JOHN S. JR.
General Counsel
$1.37M
@ $222.81 · 2026-02-09
MITTS HEATH A
Chief Financial Officer
$2.84M
@ $226.43 · 2025-12-19
CURTIN TERRENCE R
Chief Executive Officer
$9.45M
@ $227.07 · 2025-12-19
MITTS HEATH A
Chief Financial Officer
$20.34M
@ $247.15 · 2025-11-03
JENKINS JOHN S. JR.
General Counsel
$6.20M
@ $247.73 · 2025-11-03
KROEGER SHADRAK W
Officer
$4.84M
@ $202.99 · 2025-09-02
JENKINS JOHN S. JR.
General Counsel
$9.60M
@ $209.33 · 2025-07-28
SAGAR MALAVIKA
Officer
$403,004
@ $207.20 · 2025-07-28
CURTIN TERRENCE R
Chief Executive Officer
$41.15M
@ $208.76 · 2025-07-28
STUCKI AARON KYLE
Officer
$10.20M
@ $192.78 · 2025-07-23
STUCKI AARON KYLE
Officer
$2.23M
@ $170.00 · 2025-06-26
KROEGER SHADRAK W
Officer
$3.98M
@ $159.03 · 2025-06-02
JENKINS JOHN S. JR.
General Counsel
$3.32M
@ $162.85 · 2025-05-13
MITTS HEATH A
Chief Financial Officer
$8.49M
@ $159.21 · 2025-05-12
STUCKI AARON KYLE
President
$800,000
@ $160.00 · 2025-05-12
SAGAR MALAVIKA
Officer
$500,000
@ $160.00 · 2025-05-12
MITTS HEATH A
Chief Financial Officer
$5.80M
@ $153.33 · 2025-05-09
JENKINS JOHN S. JR.
General Counsel
$4.48M
@ $149.39 · 2025-05-02
KROEGER SHADRAK W
Officer
$3.67M
@ $146.77 · 2025-03-04
WRIGHT LAURA H
Director
$154,660
@ $154.66 · 2025-02-18
KROEGER SHADRAK W
Officer
$587,706
@ $151.16 · 2025-01-27
CURTIN TERRENCE R
Chief Executive Officer
$17.79M
@ $154.69 · 2024-11-11
JENKINS JOHN S. JR.
General Counsel
$6.34M
@ $155.49 · 2024-11-07
OTT ROBERT J
Officer
$2.50M
@ $155.41 · 2024-11-06
KROEGER SHADRAK W
Officer
$1.32M
@ $151.41 · 2024-09-03
JENKINS JOHN S. JR.
General Counsel
$895,048
@ $145.56 · 2024-08-13
MITTS HEATH A
Chief Financial Officer
$9.24M
@ $154.70 · 2024-07-31
OTT ROBERT J
Officer
$450,321
@ $154.59 · 2024-07-31
CURTIN TERRENCE R
Chief Executive Officer
$33.97M
@ $155.45 · 2024-07-29
STUCKI AARON KYLE
Officer
$1.36M
@ $155.00 · 2024-07-11
KROEGER SHADRAK W
Officer
$749,297
@ $149.86 · 2024-06-03
STUCKI AARON KYLE
Officer
$750,000
@ $150.00 · 2024-05-15
TRUDEAU MARK C
Director
$996,656
@ $141.49 · 2024-04-29
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 →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.
TEL
😐Neutral(42/100)
"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 →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)
TEL
⚪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 (42)