★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

QUALCOMM Incorporated vs Texas Instruments Incorporated

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

QUALCOMM Incorporated

QCOM · NASDAQ Global Select Market

Market cap (USD)$253.8B
Gross margin (TTM)54.8%
Operating margin (TTM)25.5%
Net margin (TTM)22.3%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-07-12
Moat score
75/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into QUALCOMM Incorporated's moat claims, evidence, and risks.

View QCOM analysis

Texas Instruments Incorporated

TXN · Nasdaq Global Select Market

Market cap (USD)$280.4B
Gross margin (TTM)57.3%
Operating margin (TTM)35.3%
Net margin (TTM)29.1%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-07-12
Moat score
83/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Texas Instruments Incorporated's moat claims, evidence, and risks.

View TXN analysis

Comparison highlights

  • Moat score gap: Texas Instruments Incorporated leads (83 / 100 vs 75 / 100 for QUALCOMM Incorporated).
  • Segment focus: QUALCOMM Incorporated has 4 segments (60.2% in Handset chipsets (Snapdragon platforms)); Texas Instruments Incorporated has 3 segments (79.2% in Analog).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: QUALCOMM Incorporated has 6 moat types across 3 domains; Texas Instruments Incorporated has 4 across 2.

Primary market context

QUALCOMM Incorporated

Handset chipsets (Snapdragon platforms)

Market

Smartphone application processors and cellular modem/RF platforms

Geography

Global

Customer

Smartphone OEMs

Role

fabless semiconductor/platform supplier

Revenue share

60.2%

Texas Instruments Incorporated

Analog

Market

Analog semiconductors (power management and signal chain ICs)

Geography

Global

Customer

Electronics OEMs/ODMs and distributors

Role

IDM semiconductor supplier

Revenue share

79.2%

Side-by-side metrics

QUALCOMM Incorporated
Texas Instruments Incorporated
Ticker / Exchange
QCOM - NASDAQ Global Select Market
TXN - Nasdaq Global Select Market
Market cap (USD)
$253.8B
$280.4B
Gross margin (TTM)
54.8%
57.3%
Operating margin (TTM)
25.5%
35.3%
Net margin (TTM)
22.3%
29.1%
Sector
Technology
Technology
Industry
Semiconductors
Semiconductors
HQ country
US
US
Primary segment
Handset chipsets (Snapdragon platforms)
Analog
Market structure
Oligopoly
Competitive
Market share
22%-26% (estimated)
14%-17% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
75 / 100
83 / 100
Moat domains
Supply, Demand, Legal
Supply, Demand
Last update
2026-07-12
2026-07-12

Moat coverage

Shared moat types

Scope Economies

QUALCOMM Incorporated strengths

Keystone ComponentCapex Knowhow ScaleDesign In QualificationIP Choke PointLong Term Contracts

Texas Instruments Incorporated strengths

Scale Economies Unit CostSupply Chain ControlTraining Org Change Costs

Segment mix

QUALCOMM Incorporated segments

Full profile >

Handset chipsets (Snapdragon platforms)

Oligopoly

60.2%

Automotive silicon (connectivity, digital cockpit, ADAS/AD)

Oligopoly

10.5%

IoT silicon (consumer, industrial, edge networking)

Competitive

14.8%

Wireless technology licensing (cellular SEPs, royalties)

Oligopoly

14.4%

Texas Instruments Incorporated segments

Full profile >

Analog

Competitive

79.2%

Embedded Processing

Competitive

15.3%

Other

Competitive

5.5%

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.