Qualcomm (NASDAQ:QCOM – Get Free Report) and Blaize (NASDAQ:BZAI – Get Free Report) are both technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their analyst recommendations, profitability, risk, institutional ownership, valuation, dividends and earnings.
Profitability
This table compares Qualcomm and Blaize’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Qualcomm | 21.01% | 38.36% | 17.48% |
| Blaize | -160.85% | -306.51% | -106.16% |
Earnings & Valuation
This table compares Qualcomm and Blaize”s top-line revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Qualcomm | $44.28 billion | 4.19 | $5.54 billion | $8.64 | 20.47 |
| Blaize | $38.63 million | 1.95 | -$206.90 million | ($0.68) | -0.77 |
Qualcomm has higher revenue and earnings than Blaize. Blaize is trading at a lower price-to-earnings ratio than Qualcomm, indicating that it is currently the more affordable of the two stocks.
Volatility & Risk
Qualcomm has a beta of 1.68, suggesting that its share price is 68% more volatile than the S&P 500. Comparatively, Blaize has a beta of 0.08, suggesting that its share price is 92% less volatile than the S&P 500.
Institutional and Insider Ownership
74.3% of Qualcomm shares are held by institutional investors. Comparatively, 97.1% of Blaize shares are held by institutional investors. 0.1% of Qualcomm shares are held by insiders. Comparatively, 17.4% of Blaize shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.
Analyst Recommendations
This is a summary of recent recommendations for Qualcomm and Blaize, as reported by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Qualcomm | 2 | 22 | 12 | 2 | 2.37 |
| Blaize | 1 | 2 | 3 | 0 | 2.33 |
Qualcomm presently has a consensus price target of $204.10, indicating a potential upside of 15.39%. Blaize has a consensus price target of $3.38, indicating a potential upside of 547.67%. Given Blaize’s higher probable upside, analysts plainly believe Blaize is more favorable than Qualcomm.
Summary
Qualcomm beats Blaize on 12 of the 15 factors compared between the two stocks.
About Qualcomm
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 based on 3G/4G/5G and other technologies for use in wireless voice and data communications, networking, computing, multimedia, and position location 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 standards and their derivatives. 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 related products to the United States government agencies and their contractors. The company was incorporated in 1985 and is headquartered in San Diego, California.
About Blaize
Blaize® has created a transformative new compute solution that unites silicon and software to optimize AI from the edge to the core. We’re partnering with customers to transform their products so they can deliver better experiences and better lives.
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