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ACTG vs QCOM
Revenue, margins, valuation, and 5-year total return — side by side.
Semiconductors
ACTG vs QCOM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Specialty Business Services | Semiconductors |
| Market Cap | $454M | $213.51B |
| Revenue (TTM) | $215M | $44.49B |
| Net Income (TTM) | $-18M | $9.92B |
| Gross Margin | 104.9% | 54.8% |
| Operating Margin | -18.7% | 25.5% |
| Forward P/E | 21.4x | 18.8x |
| Total Debt | $100M | $16.37B |
| Cash & Equiv. | $307M | $7.84B |
ACTG vs QCOM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Acacia Research Cor… (ACTG) | 100 | 181.7 | +81.7% |
| QUALCOMM Incorporat… (QCOM) | 100 | 250.5 | +150.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ACTG vs QCOM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ACTG is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 0 yrs, beta 0.76
- Rev growth 133.2%, EPS growth 161.1%, 3Y rev CAGR 68.9%
- Lower volatility, beta 0.76, Low D/E 17.2%, current ratio 9.18x
QCOM carries the broadest edge in this set and is the clearest fit for long-term compounding.
- 350.2% 10Y total return vs ACTG's 2.5%
- Lower P/E (18.8x vs 21.4x)
- 22.3% margin vs ACTG's -8.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 133.2% revenue growth vs QCOM's 13.7% | |
| Value | Lower P/E (18.8x vs 21.4x) | |
| Quality / Margins | 22.3% margin vs ACTG's -8.5% | |
| Stability / Safety | Beta 0.76 vs QCOM's 1.55, lower leverage | |
| Dividends | 1.7% yield; 23-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +53.3% vs QCOM's +42.9% | |
| Efficiency (ROA) | 18.4% ROA vs ACTG's -2.4%, ROIC 29.1% vs 1.2% |
ACTG vs QCOM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ACTG vs QCOM — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
QCOM leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
QCOM is the larger business by revenue, generating $44.5B annually — 206.9x ACTG's $215M. QCOM is the more profitable business, keeping 22.3% of every revenue dollar as net income compared to ACTG's -8.5%. On growth, QCOM holds the edge at -3.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $215M | $44.5B |
| EBITDAEarnings before interest/tax | -$8M | $12.8B |
| Net IncomeAfter-tax profit | -$18M | $9.9B |
| Free Cash FlowCash after capex | $52M | $12.5B |
| Gross MarginGross profit ÷ Revenue | +104.9% | +54.8% |
| Operating MarginEBIT ÷ Revenue | -18.7% | +25.5% |
| Net MarginNet income ÷ Revenue | -8.5% | +22.3% |
| FCF MarginFCF ÷ Revenue | +24.4% | +28.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -56.4% | -3.5% |
| EPS Growth (YoY)Latest quarter vs prior year | -164.0% | +173.0% |
Valuation Metrics
ACTG leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
At 21.4x trailing earnings, ACTG trades at a 47% valuation discount to QCOM's 40.4x P/E. On an enterprise value basis, ACTG's 5.0x EV/EBITDA is more attractive than QCOM's 15.9x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $454M | $213.5B |
| Enterprise ValueMkt cap + debt − cash | $248M | $222.0B |
| Trailing P/EPrice ÷ TTM EPS | 21.39x | 40.43x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 18.84x |
| PEG RatioP/E ÷ EPS growth rate | — | 19.44x |
| EV / EBITDAEnterprise value multiple | 4.98x | 15.91x |
| Price / SalesMarket cap ÷ Revenue | 1.59x | 4.82x |
| Price / BookPrice ÷ Book value/share | 0.78x | 10.56x |
| Price / FCFMarket cap ÷ FCF | 7.75x | 16.65x |
Profitability & Efficiency
QCOM leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
QCOM delivers a 40.2% return on equity — every $100 of shareholder capital generates $40 in annual profit, vs $-3 for ACTG. ACTG carries lower financial leverage with a 0.17x debt-to-equity ratio, signaling a more conservative balance sheet compared to QCOM's 0.77x. On the Piotroski fundamental quality scale (0–9), ACTG scores 9/9 vs QCOM's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -3.2% | +40.2% |
| ROA (TTM)Return on assets | -2.4% | +18.4% |
| ROICReturn on invested capital | +1.2% | +29.1% |
| ROCEReturn on capital employed | +0.9% | +28.9% |
| Piotroski ScoreFundamental quality 0–9 | 9 | 6 |
| Debt / EquityFinancial leverage | 0.17x | 0.77x |
| Net DebtTotal debt minus cash | -$206M | $8.5B |
| Cash & Equiv.Liquid assets | $307M | $7.8B |
| Total DebtShort + long-term debt | $100M | $16.4B |
| Interest CoverageEBIT ÷ Interest expense | -5.51x | 17.60x |
Total Returns (Dividends Reinvested)
QCOM leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in QCOM five years ago would be worth $15,852 today (with dividends reinvested), compared to $7,908 for ACTG. Over the past 12 months, ACTG leads with a +53.3% total return vs QCOM's +42.9%. The 3-year compound annual growth rate (CAGR) favors QCOM at 25.2% vs ACTG's 6.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +25.8% | +17.6% |
| 1-Year ReturnPast 12 months | +53.3% | +42.9% |
| 3-Year ReturnCumulative with dividends | +19.7% | +96.4% |
| 5-Year ReturnCumulative with dividends | -20.9% | +58.5% |
| 10-Year ReturnCumulative with dividends | +2.5% | +350.2% |
| CAGR (3Y)Annualised 3-year return | +6.2% | +25.2% |
Risk & Volatility
Evenly matched — ACTG and QCOM each lead in 1 of 2 comparable metrics.
Risk & Volatility
ACTG is the less volatile stock with a 0.76 beta — it tends to amplify market swings less than QCOM's 1.55 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.76x | 1.55x |
| 52-Week HighHighest price in past year | $5.27 | $223.66 |
| 52-Week LowLowest price in past year | $3.03 | $121.99 |
| % of 52W HighCurrent price vs 52-week peak | +89.3% | +90.6% |
| RSI (14)Momentum oscillator 0–100 | 57.4 | 80.1 |
| Avg Volume (50D)Average daily shares traded | 343K | 15.1M |
Analyst Outlook
QCOM leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates ACTG as "Buy" and QCOM as "Hold". QCOM is the only dividend payer here at 1.70% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | — | $175.00 |
| # AnalystsCovering analysts | 7 | 69 |
| Dividend YieldAnnual dividend ÷ price | — | +1.7% |
| Dividend StreakConsecutive years of raises | 0 | 23 |
| Dividend / ShareAnnual DPS | — | $3.44 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +4.1% |
QCOM leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). ACTG leads in 1 (Valuation Metrics). 1 tied.
ACTG vs QCOM: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is ACTG or QCOM a better buy right now?
For growth investors, Acacia Research Corporation (ACTG) is the stronger pick with 133.
2% revenue growth year-over-year, versus 13. 7% for QUALCOMM Incorporated (QCOM). Acacia Research Corporation (ACTG) offers the better valuation at 21. 4x trailing P/E, making it the more compelling value choice. Analysts rate Acacia Research Corporation (ACTG) a "Buy" — based on 7 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ACTG or QCOM?
On trailing P/E, Acacia Research Corporation (ACTG) is the cheapest at 21.
4x versus QUALCOMM Incorporated at 40. 4x.
03Which is the better long-term investment — ACTG or QCOM?
Over the past 5 years, QUALCOMM Incorporated (QCOM) delivered a total return of +58.
5%, compared to -20. 9% for Acacia Research Corporation (ACTG). Over 10 years, the gap is even starker: QCOM returned +350. 2% versus ACTG's +2. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ACTG or QCOM?
By beta (market sensitivity over 5 years), Acacia Research Corporation (ACTG) is the lower-risk stock at 0.
76β versus QUALCOMM Incorporated's 1. 55β — meaning QCOM is approximately 105% more volatile than ACTG relative to the S&P 500. On balance sheet safety, Acacia Research Corporation (ACTG) carries a lower debt/equity ratio of 17% versus 77% for QUALCOMM Incorporated — giving it more financial flexibility in a downturn.
05Which is growing faster — ACTG or QCOM?
By revenue growth (latest reported year), Acacia Research Corporation (ACTG) is pulling ahead at 133.
2% versus 13. 7% for QUALCOMM Incorporated (QCOM). On earnings-per-share growth, the picture is similar: Acacia Research Corporation grew EPS 161. 1% year-over-year, compared to -44. 2% for QUALCOMM Incorporated. Over a 3-year CAGR, ACTG leads at 68. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ACTG or QCOM?
QUALCOMM Incorporated (QCOM) is the more profitable company, earning 12.
5% net margin versus 7. 6% for Acacia Research Corporation — meaning it keeps 12. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: QCOM leads at 27. 9% versus 2. 2% for ACTG. At the gross margin level — before operating expenses — ACTG leads at 82. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Which pays a better dividend — ACTG or QCOM?
In this comparison, QCOM (1.
7% yield) pays a dividend. ACTG does not pay a meaningful dividend and should not be held primarily for income.
08Is ACTG or QCOM better for a retirement portfolio?
For long-horizon retirement investors, QUALCOMM Incorporated (QCOM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (1.
7% yield, +350. 2% 10Y return). Both have compounded well over 10 years (QCOM: +350. 2%, ACTG: +2. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between ACTG and QCOM?
These companies operate in different sectors (ACTG (Industrials) and QCOM (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: ACTG is a small-cap high-growth stock; QCOM is a large-cap quality compounder stock. QCOM pays a dividend while ACTG does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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