QUALCOMM INC/DE vs UBIQUITI INC., two Communication Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where QCOM and UI diverge most: on debt / equity, QCOM reads 0.48 and UI reads 0.00; on revenue growth, QCOM reads +1.9% and UI reads +27.8%. The rest of the comparable metrics sit closer together. On valuation, today's QCOM price has a different growth bar priced in than UI (+24.1% implied for QCOM vs +38.1% for UI); the higher figure is the steeper assumption to clear, not a better or worse stock. What QCOM's price implies is a bet that sits within the historical range (whole-company basis). What UI's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | QCOM | UI |
|---|---|---|
| Price | $175.52 | $656.06 |
| Market cap | $187.6B | $39.7B |
| Sector | Communication Equipment | Communication Equipment |
| Stage | Mature | Growth |
| Implied growth (priced in) | +24.1% | +38.1% |
| P/E | 20.0 | 41.4 |
| P/B | 6.78 | 27.59 |
| P/S | 4.26 | 12.14 |
| EV/EBITDA | 16.6 | 32.9 |
| Revenue growth | +1.9% | +27.8% |
| Gross margin | — | 45.8% |
| Operating margin | 16.4% | 36.3% |
| Net margin | 22.2% | 29.3% |
| Return on equity | 35.4% | 66.7% |
| Return on assets | 17.1% | 43.7% |
| Return on invested capital | 22.6% | 68.4% |
| FCF yield | 5.5% | 2.3% |
| Dividend yield | 2.0% | 0.5% |
| Debt / equity | 0.48 | 0.00 |
| Current ratio | 2.02 | 2.93 |
| Altman Z (solvency) | 5.56 | 9.56 |
| Piotroski F (quality) | 5 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.