Compare Stocks › QCOM vs TMO
QUALCOMM Incorporated (QCOM) vs Thermo Fisher Scientific Inc. (TMO)
QCOM
QUALCOMM Incorporated
$177.03
VS
TMO
Thermo Fisher Scientific Inc.
$469.21
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.
TMO
- ★Dividend yield of 0.38% with a consistent or growing payout over the past 4 years.
- ★Trailing P/E of 25.8x is 20% below the historical average of 32.3x — potentially undervalued relative to its own history.
- ★Altman Z-Score of 3.85 indicates very low bankruptcy risk — the company is firmly in the safe zone.
Risks
QCOM
- ⚠FCF yield of 6.9% suggests reasonable valuation assuming continued moderate growth.
- ⚠16 insider sales with no purchases over the past 12 months — a persistent pattern of insider selling.
TMO
- ⚠PEG ratio of 2.28 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
- ⚠5 insider sales totaling $8.3M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →QCOM
TMO
Valuation
$12.82B
Free Cash Flow
$5.52B
6.87%
FCF Yield
3.17%
19.06
Trailing P/E
25.77
16.65
Forward P/E
17.15
Quality & Moat
18.22%
ROIC
6.71%
20.31%
ROE
12.88%
54.80%
Gross Margin
40.93%
0.11
PEG Ratio
2.28
Balance Sheet Safety
0.56
Debt / Equity
0.83
N/A
Interest Coverage
N/A
0.42
Net Debt / EBITDA
3.53
2.08%
Dividend Yield
0.38%
QCOM: 10Ties: 2TMO: 0
QCOMTMO
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.
TMO
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
TMO
$0.17
created per $1 retained over 3 years
Value Destroyer
Σ Retained
$17.29B
Δ Market Cap
+$2.95B
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
135.1% Overvalued
Price is 135.1% above estimated fair value
Current Price: $177.03
Strongly undervalued
Strongly overvalued
Fair Value: $75.29
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
TMO
40.5% Overvalued
Price is 40.5% above estimated fair value
Current Price: $469.21
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $333.86
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 $177?
+15.2%
Market-Implied Owner Earnings Growth
Standard FCF implies +3.8%
The market implies +15.2% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +3.8%, reflecting heavy growth investment.
TMO
What growth rate is the market pricing in at $469?
+14.1%
Market-Implied Owner Earnings Growth
Standard FCF implies +16.7%
The market implies +14.1% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +16.7%, 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.
TMO
60/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with margin stability as the key competitive advantage. Improving roic consistency would strengthen the moat.
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.
TMO
-2.47
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 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.
TMO
Insiders 0.2%Institutions 94.9%Retail & Other 4.9%
No. of Institutional Holders3,559
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
TMO
0
Buys (3M)
0
Buys (12M)
CHAI NELSON J
Director
$11,038
@ $551.90 · 2024-12-09
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)
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
PALKHIWALA AKASH J
Chief Operating Officer
$497,848
@ $165.95 · 2024-10-01
THOMPSON JAMES H.
Chief Technology Officer
$1.36M
@ $169.80 · 2024-10-01
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
TMO
5
Sells (3M)
22
Sells (12M)
Total value (12M): $110.73M
PETTITI GIANLUCA
President
$185,064
@ $462.66 · 2026-04-27
SHAFER MICHAEL D
Officer
$802,536
@ $499.40 · 2026-03-11
CASPER MARC N
Chief Executive Officer
$2.06M
@ $514.82 · 2026-03-05
CASPER MARC N
Chief Executive Officer
$5.08M
@ $507.75 · 2026-03-04
PETTITI GIANLUCA
Officer
$216,480
@ $541.20 · 2026-02-09
LAGARDE MICHEL
Chief Operating Officer
$12.42M
@ $563.56 · 2025-12-04
LAGARDE MICHEL
Chief Operating Officer
$36.13M
@ $582.68 · 2025-12-03
LOWERY FREDERICK M.
Officer
$8.15M
@ $589.81 · 2025-12-02
SHAFER MICHAEL D
Officer
$6.43M
@ $600.00 · 2025-11-25
LAGARDE MICHEL
Chief Operating Officer
$2.76M
@ $594.42 · 2025-11-13
BRITT LISA P
Officer
$622,136
@ $588.59 · 2025-11-12
PETTITI GIANLUCA
Officer
$1.73M
@ $580.00 · 2025-11-10
BRITT LISA P
Officer
$5.84M
@ $571.62 · 2025-11-07
CASPER MARC N
Chief Executive Officer
$13.91M
@ $571.33 · 2025-10-27
PETTITI GIANLUCA
Officer
$229,660
@ $574.15 · 2025-10-24
CASPER MARC N
Chief Executive Officer
$200,201
@ $500.50 · 2025-09-05
HOLMES JOSEPH R.
Officer
$189,662
@ $492.63 · 2025-08-29
CASPER MARC N
Chief Executive Officer
$5.01M
@ $500.96 · 2025-08-22
CASPER MARC N
Chief Executive Officer
$248,046
@ $500.09 · 2025-08-20
CASPER MARC N
Chief Executive Officer
$8.15M
@ $452.99 · 2025-08-07
PETTITI GIANLUCA
Officer
$191,992
@ $479.98 · 2025-07-25
PETTITI GIANLUCA
Officer
$164,444
@ $411.11 · 2025-05-12
PETTITI GIANLUCA
Officer
$128,979
@ $429.93 · 2025-04-28
BOXER MICHAEL A
General Counsel
$2.01M
@ $532.59 · 2025-03-10
CASPER MARC N
Chief Executive Officer
$9.33M
@ $518.16 · 2025-03-05
SHAFER MICHAEL D
Officer
$945,038
@ $530.92 · 2025-03-03
LOWERY FREDERICK M.
Officer
$9.73M
@ $531.81 · 2025-02-24
CHAI NELSON J
Director
$8,449
@ $528.06 · 2025-02-19
PETTITI GIANLUCA
Officer
$175,677
@ $585.59 · 2025-02-04
WILLIAMSON STEPHEN
Chief Financial Officer
$11.58M
@ $589.36 · 2025-02-04
CASPER MARC N
Chief Executive Officer
$10.62M
@ $531.23 · 2024-12-03
CASPER MARC N
Chief Executive Officer
$3.26M
@ $557.89 · 2024-11-01
CASPER MARC N
Chief Executive Officer
$11.01M
@ $550.51 · 2024-10-31
CASPER MARC N
Chief Executive Officer
$11.05M
@ $552.46 · 2024-10-29
PETTITI GIANLUCA
Officer
$168,048
@ $560.16 · 2024-10-25
BOXER MICHAEL A
General Counsel
$1.12M
@ $560.16 · 2024-10-25
CASPER MARC N
Chief Executive Officer
$12.17M
@ $608.45 · 2024-09-04
CASPER MARC N
Chief Executive Officer
$6.17M
@ $617.21 · 2024-07-31
CASPER MARC N
Chief Executive Officer
$9.88M
@ $606.12 · 2024-07-30
PETTITI GIANLUCA
Officer
$180,255
@ $600.85 · 2024-07-26
HOLMES JOSEPH R.
Officer
$525,484
@ $611.03 · 2024-07-26
BRITT LISA P
Officer
$2.22M
@ $613.02 · 2024-07-26
BOXER MICHAEL A
General Counsel
$1.20M
@ $600.85 · 2024-07-26
CASPER MARC N
Chief Executive Officer
$11.37M
@ $568.72 · 2024-06-04
LAGARDE MICHEL
Chief Operating Officer
$11.80M
@ $590.05 · 2024-05-14
WILLIAMSON STEPHEN
Chief Financial Officer
$12.96M
@ $591.27 · 2024-05-13
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
😏Greed(63/100)
"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.
TMO
😨Fear(39/100)
"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 →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: Greed (63)
TMO
⚪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 (39)