AAPL vs TSM: Which Is the Better Buy?
Side-by-side comparison of Apple Inc. and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
Apple Inc. · Technology
$308.63
+5.6% upside to fair value
Grade B
High Quality
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$409.74
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
TSM has more upside to fair value
(+45.0%).
AAPL trades at a lower forward P/E
(37.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AAPL |
TSM |
| Current Price |
$308.63 |
$409.74 |
| Fair Value Estimate |
$325.93 |
$594.12 |
| Upside to Fair Value |
+5.6%
|
+45.0%
|
| Market Cap |
$4,533.0B |
$2,125.1B |
| Forward P/E |
37.2x
|
38.8x
|
| EV / EBITDA |
28.6x
|
17.6x
|
| Price / Sales |
10.0x
|
14.5x
|
| Price / FCF |
35.1x
|
58.4x
|
| Revenue Growth YoY |
+16.6%
|
+36.0%
|
| Gross Margin |
47.9%
|
61.9%
|
| Operating Margin |
32.6%
|
53.2%
|
| Return on Equity |
146.7%
|
36.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.85%
|
1.71%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Apple Inc. is a leading technology company specializing in consumer electronics, software, and services, with a durable competitive moat driven by its integrated ecosystem of devices, operating systems, and services. The company benefits from strong brand loyalty, high margins with a gross margin of 47.9%, and consistent earnings growth, including a 19.4% increase in earnings in the most recent q…
Taiwan Semiconductor Manufacturing Company Limited (TSM) is a leading semiconductor foundry specializing in advanced chip manufacturing technologies. The company exhibits high business quality with a durable competitive moat driven by cost advantages, intangible assets, and strong brand recognition. It demonstrates robust profitability with a net margin of 47.0% and a return on equity of 36.9%. R…
Accumulation Zones
| Metric |
AAPL |
TSM |
| Zone Low |
$244.45 |
$445.59 |
| Zone High |
$277.04 |
$505.00 |
| In Buy Zone? |
No
|
Yes
|