SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 172.72-4.4%Nov 4 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
Dr. John
GR8FORM
QCOM_HYPE_TRAIN
To: Jim Mullens who wrote (190674)11/17/2024 10:40:17 AM
From: Jim Mullens3 Recommendations  Read Replies (1) of 196444
 
QCOM v ARM table update.

Added column to reflect QCOM v ARM percent delta for several metrics, to show absurdity in ARMs valuation. i.e.-

QCOM 2024 revenue ~ 11 times higher
QCOM 2024 earnings ~ 20 times higher
QCOM 2024 EPS ~ 7 times higher
QCOM current PE ~10 times lower
QCOM forward PE ~ 5 times lower

Yet, QCOMs market cap is only ~25% higher

Copilot constructed table >>>>
Here's the updated table comparing Qualcomm (QCOM) and Arm Holdings (ARM)

Metric

 Qualcomm (QCOM)

 Arm Holdings (ARM)

 % Higher/(Lower) QCOM/ARM
Market Cap

 $184.01 billion

 $147.40 billion

 24.8% higher
Share Price

 $160.52

 $127.43

 -
Share Price Change Today

 -$3.45 (-2.10%)

 -$8.59 (-6.30%)

 -
FY 2024 Revenue

 $39 billion

 $3.23 billion

 1107.1% higher
FY 2024 Earnings

 $8.71 billion

 $424 million

 1953.3% higher
FY 2024 Non-GAAP EPS

 $10.22

 $1.32

 674.2% higher
Current PE

 17.94

 204.83

 1033% lower
Forward PE

 15.23

 86.05

 465% lower
Insider ownership of Arm Holdings (ARM) includes shares held by company executives, directors, and other key insiders. Here are some key details:

  1. SoftBank Group Corp.: The largest shareholder, holding approximately 88.1% of Arm Holdings.
  2. Bank of America Corporation: Holds around 0.52% of the shares.
  3. Goldman Sachs Group: Owns about 0.41% of the shares.
  4. Artisan Partners Limited Partnership: Holds approximately 0.23% of the shares.
  5. BlackRock, Inc.: Owns around 0.22% of the shares.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News