| Stage | AMAT | % of rev | QCOM | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $9.1B | 100.00% | $10.3B | 100.00% | QCOM ×1.13 |
| Gross profit | $4.6B | 50.31% | $5.2B | 50.75% | QCOM +0.4pp |
| Operating income | $3.1B | 33.74% | $1.4B | 13.15% | AMAT +20.6pp |
| Pre-tax income | $2.9B | 31.89% | $1.2B | 11.36% | AMAT +20.5pp |
| Net income | $2.5B | 27.84% | $1.3B | 12.13% | AMAT +15.7pp |
| Stage | AMAT | QCOM | Gap · A − B |
|---|---|---|---|
| Revenue | $9.1B100.00% | $10.3B100.00% | QCOM ×1.13 |
| Gross profit | 50.31%$4.6B | 50.75%$5.2B | QCOM +0.4pp |
| Operating income | 33.74%$3.1B | 13.15%$1.4B | AMAT +20.6pp |
| Pre-tax income | 31.89%$2.9B | 11.36%$1.2B | AMAT +20.5pp |
| Net income |
| 27.84%$2.5B |
| 12.13%$1.3B |
| AMAT +15.7pp |
No shared counterparties.