Advertisement
ON vs QCOM
Which Stock Would AI Choose? ON Semiconductor (ON) vs. QUALCOMM (QCOM) Stock Comparison
Key Takeaways
- ON has experienced volatility with a 17.1% decline in recent weeks but shows YTD gains of about 12.6% and 38% over the past year, driven by automotive and industrial recovery.
- QCOM announced a $20 billion share buyback and dividend hike to $3.68 annually, supporting its 2.7% yield amid smartphone challenges.
- Both stocks operate in semiconductors, but ON focuses on power and sensing for autos/industrials (market cap ~$24B), while QCOM emphasizes wireless tech (market cap ~$140B).
- ON's forward P/E (~21) suggests earnings growth potential versus QCOM's (~12), with analysts targeting ~$67 for ON and ~$159 for QCOM.
- Recent sentiment favors QCOM on capital returns, but ON benefits from positive earnings revisions in key sectors.
Introduction
This stock comparison examines ON Semiconductor (ON) and QUALCOMM (QCOM), two prominent players in the semiconductor sector. Both companies provide critical components for high-growth areas like automotive, industrial automation, AI, and wireless communications, amid evolving market dynamics such as supply chain shifts and demand for electrification. Traders seeking momentum in cyclical tech plays and long-term investors eyeing diversification beyond smartphones will find this analysis relevant for assessing relative performance, valuation, and positioning in the current environment.
ON Overview and Recent Performance
ON Semiconductor specializes in intelligent power and sensing solutions, serving automotive electrification, industrial automation, and cloud infrastructure markets. The company designs discrete, modules, and integrated devices for power management, signal conditioning, and sensors used in EVs, ADAS, factory automation, and AI data centers. Recent market activity has shown volatility, with shares declining 17.1% over the past month amid broader sector pressures, yet posting YTD returns of 12.61% and 38% over the past year. Trading around $61 with a $24B market cap, sentiment reflects recovery in end-markets like electric vehicles and industrials, bolstered by positive earnings revisions and analyst targets near $67. Influences include cyclical demand fluctuations and focus on high-margin silicon carbide products, contributing to a forward P/E of about 21 despite a trailing P/E over 200.
QCOM Overview and Recent Performance
QUALCOMM (QCOM) develops semiconductors and IP for wireless technologies, operating through QCT (chipsets for mobile, auto, IoT), QTL (licensing), and QSI (strategic investments). Its Snapdragon processors power smartphones, vehicles, and edge AI devices. Shares have traded around $132 with a $140B market cap, showing resilience via a recent $20 billion buyback authorization and dividend increase to $3.68 annually (2.7% yield). Recent weeks reflect challenges in smartphone demand, yet YTD returns stand at approximately 22.6% with 14.7% over the past year. Sentiment is shaped by diversification into automotive and IoT, offset by competition and memory constraints, with a trailing P/E of 26.5 and forward P/E near 12.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases the platform's top-performing AI trading bots, curated from hundreds available that trade thousands of tickers across stocks, ETFs, and crypto. Out of 351 total AI robots, 25 are highlighted as the best trending ones, selected by AI analysis for their promise in current market conditions. These bots employ diverse strategies like real-time signal generation, virtual portfolio management with risk controls, and brokerage-linked execution, spanning timeframes from 5 minutes to 60 minutes and volatility levels from low to high. They leverage technical, fundamental, and price action analysis to target growth sectors. Past performances have included annualized returns up to 279% in select strategies, with win rates often exceeding 70% in top agents, though results vary by market. Traders can explore these for copy trading without minimum balances on signals. Visit Trending AI Robots to review options suited to your style.
Head-to-Head Comparison
ON and QCOM share semiconductor exposure but diverge in models: ON emphasizes analog power/sensing for cyclical autos/industrials, while QCOM blends chip design/licensing with broader wireless reach into mobiles and IoT. Growth drivers contrast—ON leverages EV/ADAS tailwinds, QCOM pursues AI edge and 5G diversification. Recent momentum favors QCOM's capital returns over ON's dips, but ON shows relative YTD strength (~13% vs. QCOM's 23% decline in some metrics). Risks include ON's cycle sensitivity versus QCOM's China/mobile competition. QCOM offers income (2.7% yield), ON higher growth beta; sentiment tilts to QCOM's scale.
Tickeron AI Verdict
Tickeron’s AI currently favors QCOM due to its larger scale, recent capital allocation catalysts like the $20B buyback, stable dividend, and diversification beyond handsets into AI/IoT, offering greater trend consistency amid volatility. While ON holds recovery potential in autos, QCOM's relative positioning and lower forward multiple suggest higher probability of near-term outperformance, based on observable momentum and analyst consensus.
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 ON is a Buy and QCOM is a Buy.
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).
ON’s FA Score shows that 2 FA rating(s) are green whileQCOM’s FA Score has 4 green FA rating(s).
- ON’s FA Score: 2 green, 3 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.
ON’s TA Score shows that 4 TA indicator(s) are bullish while QCOM’s TA Score has 5 bullish TA indicator(s).
- ON’s TA Score: 4 bullish, 4 bearish.
- QCOM’s TA Score: 5 bullish, 4 bearish.
Price Growth
ON (@Semiconductors) experienced а +0.16% price change this week, while QCOM (@Semiconductors) price change was +23.77% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +14.73%. For the same industry, the average monthly price growth was +50.38%, and the average quarterly price growth was +75.00%.
Reported Earning Dates
ON is expected to report earnings on Aug 03, 2026.
QCOM is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Semiconductors (+14.73% 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.
| ON | QCOM | ON / QCOM | |
| Capitalization | 40.4B | 231B | 17% |
| EBITDA | 1.52B | 14B | 11% |
| Gain YTD | 90.582 | 28.908 | 313% |
| P/E Ratio | 75.88 | 23.56 | 322% |
| Revenue | 6.06B | 44.5B | 14% |
| Total Cash | 2.4B | 9.8B | 25% |
| Total Debt | 3.01B | 15.3B | 20% |
ON | QCOM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | 33 Fair valued | |
PROFIT vs RISK RATING 1..100 | 56 | 49 | |
SMR RATING 1..100 | 78 | 26 | |
PRICE GROWTH RATING 1..100 | 3 | 4 | |
P/E GROWTH RATING 1..100 | 6 | 16 | |
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 (33) in the Telecommunications Equipment industry is somewhat better than the same rating for ON (70) in the Semiconductors industry. This means that QCOM’s stock grew somewhat faster than ON’s over the last 12 months.
QCOM's Profit vs Risk Rating (49) in the Telecommunications Equipment industry is in the same range as ON (56) in the Semiconductors industry. This means that QCOM’s stock grew similarly to ON’s over the last 12 months.
QCOM's SMR Rating (26) in the Telecommunications Equipment industry is somewhat better than the same rating for ON (78) in the Semiconductors industry. This means that QCOM’s stock grew somewhat faster than ON’s over the last 12 months.
ON's Price Growth Rating (3) in the Semiconductors industry is in the same range as QCOM (4) in the Telecommunications Equipment industry. This means that ON’s stock grew similarly to QCOM’s over the last 12 months.
ON's P/E Growth Rating (6) in the Semiconductors industry is in the same range as QCOM (16) in the Telecommunications Equipment industry. This means that ON’s stock grew similarly to QCOM’s over the last 12 months.
| ON | QCOM | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 81% | 4 days ago 79% |
| Stochastic ODDS (%) | 7 days ago 75% | 4 days ago 65% |
| Momentum ODDS (%) | N/A | 4 days ago 67% |
| MACD ODDS (%) | N/A | N/A |
| TrendWeek ODDS (%) | 4 days ago 76% | 4 days ago 64% |
| TrendMonth ODDS (%) | 4 days ago 76% | 4 days ago 67% |
| Advances ODDS (%) | 6 days ago 73% | 4 days ago 64% |
| Declines ODDS (%) | 14 days ago 77% | 8 days ago 72% |
| BollingerBands ODDS (%) | 4 days ago 88% | 4 days ago 55% |
| Aroon ODDS (%) | 4 days ago 75% | 4 days ago 68% |
Advertisement
ON and
Correlation & Price change
A.I.dvisor indicates that over the last year, ON has been closely correlated with MCHP. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if ON jumps, then MCHP could also see price increases.