Skip to main content

Qualcomm Inc (QCOM)

Semiconductors and Semiconductor Equipment
Tecnología
growth
cíclico
dividend achiever

QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide. It operates through three segments: Qualcomm CDMA Technologies (QCT); Qualcomm Technology Licensing (QTL); and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software with connectivity and computing technologies for use in mobile devices; automotive systems for connectivity, digital cockpit, and ADAS/AD; and IoT, including consumer electronic devices, industrial devices, and edge networking products. The QTL segment grants licenses or provides rights to use portions of its intellectual property portfolio, which include various patent rights useful in the manufacture and sale of wireless products comprising products implementing CDMA2000, WCDMA, LTE, and/or OFDMA-based 5G products. The QSI segment invests in early-stage companies in various industries, including 5G, artificial intelligence, automotive, consumer, enterprise, cloud, IoT, and extended reality, and investments, including non-marketable equity securities and, to a lesser extent, marketable equity securities, and convertible debt instruments. It also provides development, and other services and sells related products to the United States government agencies and their contractors. The company was incorporated in 1985 and is headquartered in San Diego, California.

Precio Actual

$174.81
+0.26% vs día anterior

Capitalización

187B

Desviación

+0.00%

Y/Y Growth

5.3%

EBIT Margin

34%

ROIC

33%

PEG Ratio

1.31

ROE

62.5%

3Y EPS Growth

11.4%

Dividend Yield

1.89%

Net Debt / EBITDA

0.1x

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
5.0%
CAGR EV/FCF (2025):
0.0%
CAGR Prom.:
3.9%
CAGR P/E:
4.0%
CAGR EV/EBITDA: 2.8%
CAGR EV/EBIT: 3.6%
Precio de compra para +15%:
$104.60

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

P/E
15x
(Fair: 31x)
EV/FCF
15x
EV/EBITDA
11x
EV/EBIT
13x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
35x
Fair P/E
31x
CAGR EV/FCF
Tu Múltiplo: 15x
5.0%
24.4%
21.4%
CAGR P/E
Tu Múltiplo: 15x
4.0%
23.2%
20.3%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-169.04%
Media vs. Gold
+3.34%
Media vs. Bono USA 7-10y
+18.83%
Media vs. Bono USA 1-3y
+18.28%
Media vs. Bono USA 20+y
+20.41%
Media vs. Dow Jones
+6.92%
Media vs. S&P 500
+4.05%
Media vs. NASDAQ 100
-1.37%
Media vs. MSCI World
+6.66%
Media vs. Russell 2000
+8.53%
Media vs. STOXX Europe 600
+12.84%
Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).
Año
Rendimiento QCOM
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2025
YTD en Vivo
13.78%-1.40%+15.18%57.46%-43.68%4.29%+9.49%0.99%+12.79%0.69%+13.09%13.12%+0.66%16.85%-3.07%22.29%-8.51%20.22%-6.44%12.99%+0.79%13.34%+0.44%
2024
9.55%110.77%-101.22%26.96%-17.41%-3.73%+13.28%0.05%+9.50%-11.17%+20.72%12.80%-3.26%24.01%-14.46%30.78%-21.23%17.88%-8.33%10.80%-1.25%5.50%+4.04%
2023
34.92%153.66%-118.74%11.76%+23.16%-0.15%+35.06%0.98%+33.93%-2.54%+37.46%13.74%+21.18%24.73%+10.19%44.52%-9.60%21.92%+12.99%15.78%+19.13%11.67%+23.24%
2022
-40.96%-65.23%+24.27%0.78%-41.74%-15.93%-25.03%-5.00%-35.96%-31.00%-9.95%-9.40%-31.56%-19.95%-21.01%-33.89%-7.07%-19.70%-21.26%-22.50%-18.46%-13.29%-27.67%
2021
23.14%60.33%-37.19%-6.24%+29.38%-4.15%+27.30%-0.98%+24.13%-5.94%+29.08%20.23%+2.91%28.79%-5.65%23.20%-0.06%21.22%+1.92%15.39%+7.76%21.66%+1.48%
2020
71.77%301.93%-230.16%23.90%+47.86%8.33%+63.44%2.02%+69.75%15.12%+56.64%6.02%+65.75%15.29%+56.47%41.75%+30.02%12.94%+58.83%18.48%+53.28%-4.64%+76.41%
2019
53.71%88.85%-35.14%17.78%+35.93%5.55%+48.16%1.20%+52.52%10.91%+42.80%21.91%+31.80%28.34%+25.37%34.60%+19.11%25.23%+28.48%23.05%+30.66%23.42%+30.30%
2018
-12.71%-71.79%+59.08%-3.12%-9.60%-0.97%-11.75%-0.24%-12.48%-3.17%-9.54%-6.03%-6.69%-7.01%-5.71%-5.30%-7.41%-11.16%-1.55%-13.00%+0.28%-13.42%+0.71%
2017
-2.11%1,184.56%-1,186.67%11.93%-14.04%0.76%-2.87%-0.63%-1.48%6.03%-8.14%24.33%-26.44%18.42%-20.53%27.16%-29.27%19.45%-21.57%12.45%-14.56%7.16%-9.27%
2016
30.09%109.91%-79.82%6.53%+23.56%-1.15%+31.24%-0.02%+30.11%-1.91%+32.00%15.24%+14.85%11.24%+18.85%9.79%+20.30%6.53%+23.56%22.42%+7.67%1.33%+28.75%
Media18.12%187.16%-169.04%14.77%+3.34%-0.71%+18.83%-0.16%+18.28%-2.30%+20.41%11.20%+6.92%14.07%+4.05%19.49%-1.37%11.45%+6.66%9.59%+8.53%5.27%+12.84%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración
Y/Y Growth
EBIT Margin
Net Debt/EBITDA
P/E
EV/FCF
EV/EBITDA
EV/EBIT
Objetivo 2025
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
12/5/20255.3%34%0.1x15x(31x)15x11x13x$174.81$186.58$187.59$198.43$210.39
12/4/20255.3%34%0.1x15x(31x)15x11x13x$174.35$186.09$187.10$197.91$209.84
12/3/20255.3%34%0.1x15x(31x)15x11x13x$175.07$186.86$187.87$198.73$210.70
12/2/20255.3%34%0.1x15x(31x)15x11x12x$170.70$182.19$183.19$193.77$205.45
12/1/20255.3%34%0.1x15x(31x)15x11x12x$168.04$179.36$180.33$190.75$202.25
11/28/20255.3%34%0.1x15x(31x)15x11x12x$168.03$179.35$180.32$190.74$202.23
11/26/20255.3%34%0.1x15x(31x)14x11x12x$165.14$176.26$177.22$187.46$198.76
11/25/20255.3%34%0.1x15x(31x)14x11x12x$163.30$174.30$175.25$185.37$196.54
11/24/20255.3%34%0.1x15x(31x)14x11x12x$165.21$176.34$177.30$187.54$198.84
11/21/20255.3%34%0.1x15x(31x)14x11x12x$163.30$174.30$175.25$185.37$196.54
11/20/20255.3%34%0.1x15x(31x)14x11x12x$159.59$170.34$171.27$181.16$192.08
11/19/20255.3%34%0.1x15x(31x)15x11x12x$166.10$177.29$178.25$188.55$199.91
11/18/20255.3%34%0.1x15x(31x)14x11x12x$165.06$176.18$177.14$187.37$198.66
11/17/20255.3%34%0.1x15x(31x)15x11x12x$166.75$177.98$178.95$189.29$200.69
11/14/20255.3%34%0.1x15x(31x)15x11x13x$173.98$185.69$186.70$197.49$209.39
11/13/20255.3%34%0.1x15x(31x)15x11x13x$174.50$186.25$187.26$198.08$210.02
11/12/20255.3%34%0.1x15x(31x)15x11x13x$176.67$188.56$189.59$200.54$212.63
11/11/20255.3%34%0.1x15x(31x)15x11x13x$173.98$185.69$186.70$197.49$209.39
11/10/20255.3%34%0.1x15x(31x)15x11x13x$171.66$183.22$184.22$194.86$206.60
11/7/20255.3%34%0.1x15x(31x)15x11x12x$170.89$182.40$183.39$193.99$205.68
11/6/20255.3%34%0.1x15x(31x)15x11x13x$173.20$184.86$185.87$196.61$208.45
11/5/20254.8%33.8%0.1x15x(31x)16x11x13x$179.72$190.78$193.72$202.07$210.78
11/4/20254.8%33.8%0.1x15x(31x)15x11x13x$172.84$183.48$186.31$194.34$202.71
11/3/20254.8%33.8%0.1x15x(18x)16x11x13x$180.72$191.84$194.80$203.19$211.95
10/31/20254.8%33.8%0.1x15x(18x)16x11x13x$180.90$192.04$194.99$203.40$212.16
10/30/20254.8%33.8%0.1x15x(18x)16x11x13x$177.26$188.17$191.07$199.31$207.89
10/29/20254.8%33.8%0.1x15x(18x)16x11x13x$178.67$189.67$192.59$200.89$209.55
10/28/20254.8%33.8%0.1x15x(18x)16x11x13x$181.03$192.17$195.13$203.54$212.31
10/27/20254.8%33.8%0.1x15x(18x)16x11x14x$187.68$199.23$202.30$211.02$220.11
10/24/20254.8%33.8%0.1x15x(18x)15x11x12x$168.94$179.35$182.11$189.96$198.14
10/23/20254.8%33.8%0.1x15x(18x)15x11x13x$170.00$180.47$183.25$191.15$199.38
10/22/20254.8%33.8%0.1x15x(18x)15x11x13x$169.27$179.70$182.46$190.33$198.53
10/21/20254.8%33.8%0.1x15x(18x)15x11x12x$168.83$179.23$181.99$189.83$198.01
10/20/20254.8%33.8%0.1x15x(18x)15x11x12x$167.04$177.33$180.06$187.82$195.91
10/17/20254.8%33.8%0.1x15x(18x)14x11x12x$163.45$173.52$176.19$183.78$191.70
10/16/20254.8%33.8%0.1x15x(18x)14x11x12x$164.08$174.19$176.87$184.49$192.44
10/15/20254.8%33.8%0.1x15x(18x)14x11x12x$162.97$173.01$175.68$183.25$191.14
10/14/20254.8%33.8%0.1x15x(18x)14x11x12x$161.74$171.71$174.35$181.86$189.70
10/13/20254.8%33.8%0.1x15x(18x)14x11x12x$161.78$171.75$174.39$181.91$189.75
10/10/20254.8%33.8%0.1x15x(18x)13x11x11x$153.51$162.97$165.48$172.61$180.05
10/9/20254.8%33.8%0.1x15x(18x)15x11x12x$165.66$175.87$178.57$186.27$194.30
10/8/20254.8%33.8%0.1x15x(18x)15x11x12x$167.77$178.10$180.85$188.64$196.77
10/8/20254.8%33.8%0.1x15x(18x)15x11x12x$165.46$175.65$178.36$186.04$194.06
10/4/20254.8%33.8%0.1x15x(18x)15x11x12x$169.18$179.60$182.37$190.22$198.42
10/3/20254.8%33.8%0.1x15x(18x)15x11x13x$169.49$179.93$182.70$190.57$198.79
10/2/20254.8%33.8%0.1x15x(18x)15x11x12x$166.49$176.75$179.47$187.20$195.27
9/30/20254.8%33.8%0.1x15x(18x)15x11x12x$166.40$176.65$179.37$187.10$195.16
9/30/20254.8%33.8%0.1x15x(18x)15x11x12x$166.52$176.78$179.50$187.24$195.30
9/29/20254.8%33.8%0.1x15x(18x)14x11x12x$165.19$175.37$178.07$185.74$193.74

Historial de Dividendos

Evolución de los dividendos por acción pagados durante los últimos 10 años.Dividend Achiever - 10+ años de crecimiento continuo

Dividend Yield Actual
1.89%
Basado en 2025
Crecimiento Promedio
6.97%
CAGR últimos 10 años
Años Consecutivos
9
Años de crecimiento continuo
AñoDividendo por AcciónCrecimiento
2025
Actual
$3.30+6.45%
2024$3.10+8.39%
2023$2.86+7.52%
2022$2.66+4.72%
2021$2.54+2.42%
2020$2.48+4.20%
2019$2.38+8.18%
2018$2.20+8.91%
2017$2.02+12.22%
2016$1.80-
CAGR de Dividendos (2016 - 2025)
6.97%

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance
Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year
2020
+71.77%
📉Worst Year
2022
-40.96%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

70%
7 of 10 years positive
Consistency ScoreExcellent
0%50%70%100%

QCOM shows moderate consistency with positive returns in 70% of years.