QCOMQualcomm

$163.78

Is the business good?

How good a business is QCOM?

Qualcomm earns 25% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

25%

Return on invested capital · cost of capital 9.0% · 16 points above what the capital costs: growth creates value

Operating margin
23%

Operating margin · Semiconductors median 8.5% · 12 months to Q3 2026

Cash conversion
1.13×

Cash conversion · 1.00× a year ago · every dollar of reported profit arrived as cash, and more

Share count, year on year
−2.7%

Share count, year on year · bought back, each share owns more of the company

Operating margin by fiscal year
YearOperating margin
FY202027%
FY202129%
FY202236%
FY202322%
FY202426%
FY202528%
Details
Gross margin12 months to Q3 2026
54%
Operating margin12 months to Q3 2026
23%
Net margin12 months to Q3 2026
21%
Free cash flow margin
24%
R&D as % of revenue
22%
Revenue, trailing twelve months
$44.1B
Free cash flow, trailing twelve months
$10.4B
Net income, trailing twelve months
$9.26B
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
25%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.