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