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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Jim Mullens who wrote (190674)	11/15/2024 1:57:21 PM
From: JeffreyHF	3 Recommendations Recommended By Dr. John GR8FORM sbfm Read Replies (1) \| Respond to of 196422

Weak guidance from AMAT is weighing on the chips.

To: Jim Mullens who wrote (190674)

11/17/2024 10:40:17 AM

From: Jim Mullens

3 Recommendations

Recommended By
Dr. John
GR8FORM
QCOM_HYPE_TRAIN

Read Replies (1) | Respond to of 196422

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:

SoftBank Group Corp.: The largest shareholder, holding approximately 88.1% of Arm Holdings.
Bank of America Corporation: Holds around 0.52% of the shares.
Goldman Sachs Group: Owns about 0.41% of the shares.
Artisan Partners Limited Partnership: Holds approximately 0.23% of the shares.
BlackRock, Inc.: Owns around 0.22% of the shares.