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 2026-04-10.
Apple Inc. · Technology
$260.88
+135.9% upside to fair value
Grade B
High Quality
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$365.90
-3.8% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
AAPL has more upside to fair value
(+135.9%).
TSM trades at a lower forward P/E
(26.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AAPL |
TSM |
| Current Price |
$260.88 |
$365.90 |
| Fair Value Estimate |
$615.48 |
$352.00 |
| Upside to Fair Value |
+135.9%
|
-3.8%
|
| Market Cap |
$3,834.4B |
$1,897.7B |
| Forward P/E |
32.6x
|
26.0x
|
| EV / EBITDA |
25.4x
|
18.1x
|
| Price / Sales |
8.8x
|
13.3x
|
| Price / FCF |
31.1x
|
54.0x
|
| Revenue Growth YoY |
+40.3%
|
+33.0%
|
| Gross Margin |
47.3%
|
59.9%
|
| Operating Margin |
32.4%
|
50.8%
|
| Return on Equity |
159.9%
|
35.1%
|
| Dividend Yield |
0% |
1.05% |
| FCF Yield |
3.21%
|
1.85%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Apple Inc. is a leading technology company specializing in consumer electronics, software, and services with a strong brand and durable competitive advantages. The business quality is high, demonstrated by exceptional profitability metrics including a 159.9% return on equity, 40.3% revenue growth year-over-year, and 53.3% earnings growth year-over-year. Despite these fundamentals, the stock is cu…
TSMC remains the single most critical company in the global semiconductor supply chain, manufacturing virtually every leading-edge AI chip for NVIDIA, Apple, AMD, and the hyperscalers. The company delivered exceptional 2025 results with 33% revenue growth and 50% net income growth, driven by HPC surging to 55% of Q4 revenue. At the 3nm node, TSMC maintains production yields of 70-80% versus Samsu…
Accumulation Zones
| Metric |
AAPL |
TSM |
| Zone Low |
$461.61 |
$265.00 |
| Zone High |
$523.16 |
$310.00 |
| In Buy Zone? |
Yes
|
No
|