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ENTG vs QCOM
Which Stock Would AI Choose? Entegris (ENTG) vs. Qualcomm (QCOM) Stock Comparison
Key Takeaways
- Entegris (ENTG) has delivered superior year-to-date returns of approximately 77%, outpacing Qualcomm's (QCOM) 9% gain, driven by strong semiconductor materials demand.
- Recent quarterly earnings beats for both: ENTG reported Q1 2026 revenue of $811.9 million and EPS of $0.86, exceeding estimates, while QCOM announced a $20 billion buyback amid AI momentum.
- ENTG trades at a premium trailing P/E of around 80x with a smaller market cap of $22 billion, contrasting QCOM's more attractive 20x P/E and $197 billion cap.
- Both stocks benefit from semiconductor and AI exposure, but ENTG shows stronger recent momentum in advanced node materials, while QCOM offers diversification into automotive and IoT.
- Analyst consensus leans "Moderate Buy" for ENTG and "Hold" for QCOM, with average price targets implying modest upside for both.
- Over the past month, QCOM surged around 44% on buyback news, closing the relative performance gap with ENTG's 25% gain.
Introduction
Entegris (ENTG) and Qualcomm (QCOM) operate within the semiconductor ecosystem, a sector propelled by artificial intelligence (AI), advanced computing, and 5G expansion. ENTG, a supplier of advanced materials and process solutions, supports chip manufacturing, while QCOM designs processors, modems, and licenses wireless technologies. This comparison is relevant for growth-oriented investors and traders eyeing relative performance in volatile tech markets, particularly amid recent earnings momentum and sector tailwinds like AI-driven demand for semiconductors. By examining recent market activity, both stocks highlight trade-offs in valuation, growth potential, and risk exposure.
ENTG Overview and Recent Performance
Entegris (ENTG), headquartered in Billerica, Massachusetts, specializes in advanced materials and process solutions for semiconductor and high-tech manufacturing. Its portfolio includes filtration, purification, specialty chemicals, and deposition materials critical for advanced nodes like those used in AI chips. With approximately 7,700 employees and $3.2 billion in 2025 net sales, the company holds over 4,400 patents and serves logic, memory, and equipment makers.
In recent market activity, ENTG shares have surged, posting year-to-date gains of about 77% and 25% over the past month, trading around $149 with a market cap near $22 billion. This momentum stems from Q1 2026 results, where revenue rose 5% year-over-year to $811.9 million, beating estimates, with adjusted EPS of $0.86 topping forecasts by 15%. Gross margins expanded due to productivity gains and favorable mix in liquid filtration and advanced deposition. Sentiment has improved on expectations of mid-single-digit industry wafer fab equipment growth (MSI), AI demand, and node transitions, though high debt and a trailing P/E above 80x temper enthusiasm. Analyst ratings average "Moderate Buy" with targets around $147-$150.
QCOM Overview and Recent Performance
Qualcomm (QCOM), based in San Diego, California, develops foundational wireless technologies, including Snapdragon processors, modems, RF systems, and AI-enabled chips for mobile, automotive, IoT, and edge computing. Operating through QCT (chipsets) and QTL (licensing), it employs about 52,000 people and leads in 5G and on-device AI.
Recent weeks have seen QCOM shares rally sharply, with a roughly 44% monthly gain and 9% year-to-date, trading near $187 amid a $197 billion market cap. Key catalysts include a $20 billion buyback announcement and hyperscaler AI wins, boosting sentiment after earlier YTD underperformance. Q1 2026 revenue hit $10.6 billion, with automotive at record levels, though overall down year-over-year; adjusted EPS was $2.65. Trading at a trailing P/E of about 20x, the stock offers relative value with diversification beyond handsets. Analysts rate it "Hold" on average, with targets near $172, citing steady IoT and PC recovery alongside mobile pressures.
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Head-to-Head Comparison
Entegris (ENTG) and Qualcomm (QCOM) share semiconductor exposure but differ in business models: ENTG focuses on upstream materials like filtration and chemicals (75% unit-driven revenue), tying it closely to wafer fabrication cycles, while QCOM spans design, licensing (high-margin QTL), and end-markets like smartphones (diversified via automotive/IoT growth).
Growth drivers contrast: ENTG benefits from AI-fueled advanced nodes and MSI recovery, but faces cyclical CapEx risks; QCOM leverages 5G/AI edge computing and buybacks, though handset saturation looms. Recent momentum favors ENTG YTD but QCOM monthly on news flow.
Risk factors include ENTG's elevated valuation (P/E 80x) and $4 billion debt versus QCOM's reasonable 20x P/E, larger scale, and 2% dividend yield. Sector-wise, both ride semis/AI waves, but QCOM offers broader exposure. Market sentiment tilts positive for ENTG on earnings beats, while QCOM gains from capital returns.
Tickeron AI Verdict
Tickeron’s AI currently favors Entegris (ENTG) over Qualcomm (QCOM) based on superior trend consistency, YTD relative strength, and alignment with semiconductor materials catalysts like advanced node ramps. While QCOM shows stability via buybacks and diversification, ENTG's higher momentum and earnings outperformance suggest a greater probability of near-term outperformance in the current AI/semiconductor upcycle, though with elevated volatility.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ENTG is a Hold and QCOM is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ENTG’s FA Score shows that 1 FA rating(s) are green whileQCOM’s FA Score has 4 green FA rating(s).
- ENTG’s FA Score: 1 green, 4 red.
- QCOM’s FA Score: 4 green, 1 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ENTG’s TA Score shows that 5 TA indicator(s) are bullish while QCOM’s TA Score has 5 bullish TA indicator(s).
- ENTG’s TA Score: 5 bullish, 4 bearish.
- QCOM’s TA Score: 5 bullish, 4 bearish.
Price Growth
ENTG (@Electronic Production Equipment) experienced а -10.76% price change this week, while QCOM (@Semiconductors) price change was -8.03% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was -0.97%. For the same industry, the average monthly price growth was +20.42%, and the average quarterly price growth was +140.48%.
The average weekly price growth across all stocks in the @Semiconductors industry was +4.47%. For the same industry, the average monthly price growth was +39.39%, and the average quarterly price growth was +81.10%.
Reported Earning Dates
ENTG is expected to report earnings on Aug 05, 2026.
QCOM is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Electronic Production Equipment (-0.97% weekly)The electronic production equipment industry makes equipment used to produce semiconductors. Such equipment includes wafer fabrication, plasma etching and photo-resist processing equipment. The industry also makes chemical vapor deposition processing systems and photomasks, which are high-purity quartz plates that contain patterns to define integrated circuits layouts. Applied Materials, Inc., Lam Research Corporation, and KLA-Tencor Corporation are examples of electronic production equipment manufacturing companies.
@Semiconductors (+4.47% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
| ENTG | QCOM | ENTG / QCOM | |
| Capitalization | 20.3B | 212B | 10% |
| EBITDA | 848M | 14B | 6% |
| Gain YTD | 58.187 | 18.552 | 314% |
| P/E Ratio | 76.92 | 21.67 | 355% |
| Revenue | 3.24B | 44.5B | 7% |
| Total Cash | 443M | 9.8B | 5% |
| Total Debt | 3.76B | 15.3B | 25% |
ENTG | QCOM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 87 | 43 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 72 Overvalued | 27 Undervalued | |
PROFIT vs RISK RATING 1..100 | 80 | 53 | |
SMR RATING 1..100 | 80 | 26 | |
PRICE GROWTH RATING 1..100 | 42 | 8 | |
P/E GROWTH RATING 1..100 | 10 | 19 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
QCOM's Valuation (27) in the Telecommunications Equipment industry is somewhat better than the same rating for ENTG (72) in the Electronic Production Equipment industry. This means that QCOM’s stock grew somewhat faster than ENTG’s over the last 12 months.
QCOM's Profit vs Risk Rating (53) in the Telecommunications Equipment industry is in the same range as ENTG (80) in the Electronic Production Equipment industry. This means that QCOM’s stock grew similarly to ENTG’s over the last 12 months.
QCOM's SMR Rating (26) in the Telecommunications Equipment industry is somewhat better than the same rating for ENTG (80) in the Electronic Production Equipment industry. This means that QCOM’s stock grew somewhat faster than ENTG’s over the last 12 months.
QCOM's Price Growth Rating (8) in the Telecommunications Equipment industry is somewhat better than the same rating for ENTG (42) in the Electronic Production Equipment industry. This means that QCOM’s stock grew somewhat faster than ENTG’s over the last 12 months.
ENTG's P/E Growth Rating (10) in the Electronic Production Equipment industry is in the same range as QCOM (19) in the Telecommunications Equipment industry. This means that ENTG’s stock grew similarly to QCOM’s over the last 12 months.
| ENTG | QCOM | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 72% | 3 days ago 63% |
| Stochastic ODDS (%) | 3 days ago 76% | 3 days ago 67% |
| Momentum ODDS (%) | 3 days ago 87% | 5 days ago 70% |
| MACD ODDS (%) | 3 days ago 72% | N/A |
| TrendWeek ODDS (%) | 3 days ago 73% | 3 days ago 68% |
| TrendMonth ODDS (%) | 3 days ago 75% | 3 days ago 67% |
| Advances ODDS (%) | 7 days ago 65% | 7 days ago 64% |
| Declines ODDS (%) | 3 days ago 69% | 14 days ago 72% |
| BollingerBands ODDS (%) | 3 days ago 89% | 3 days ago 68% |
| Aroon ODDS (%) | 3 days ago 68% | 3 days ago 67% |
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ENTG and
Correlation & Price change
A.I.dvisor indicates that over the last year, ENTG has been closely correlated with LSCC. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if ENTG jumps, then LSCC could also see price increases.
| Ticker / NAME | Correlation To ENTG | 1D Price Change % | ||
|---|---|---|---|---|
| ENTG | 100% | -4.44% | ||
| LSCC - ENTG | 78% Closely correlated | -3.80% | ||
| NXPI - ENTG | 77% Closely correlated | -0.91% | ||
| MCHP - ENTG | 77% Closely correlated | -3.29% | ||
| ON - ENTG | 76% Closely correlated | -4.44% | ||
| SLAB - ENTG | 76% Closely correlated | -0.33% | ||
More | ||||
QCOM and
Correlation & Price change
A.I.dvisor indicates that over the last year, QCOM has been closely correlated with LRCX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if QCOM jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To QCOM | 1D Price Change % | ||
|---|---|---|---|---|
| QCOM | 100% | +0.70% | ||
| LRCX - QCOM | 80% Closely correlated | -4.82% | ||
| KLAC - QCOM | 78% Closely correlated | -4.68% | ||
| AMKR - QCOM | 76% Closely correlated | -2.41% | ||
| AMAT - QCOM | 74% Closely correlated | -0.89% | ||
| KLIC - QCOM | 74% Closely correlated | -1.97% | ||
More | ||||