AMZN vs TSM: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-10.
Amazon.com, Inc. · Consumer Cyclical
$238.12
+59.3% 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
AMZN has more upside to fair value
(+59.3%).
TSM trades at a lower forward P/E
(26.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
TSM |
| Current Price |
$238.12 |
$365.90 |
| Fair Value Estimate |
$379.40 |
$352.00 |
| Upside to Fair Value |
+59.3%
|
-3.8%
|
| Market Cap |
$2,556.2B |
$1,897.7B |
| Forward P/E |
32.8x
|
26.0x
|
| EV / EBITDA |
15.9x
|
18.1x
|
| Price / Sales |
3.6x
|
13.3x
|
| Price / FCF |
332.2x
|
54.0x
|
| Revenue Growth YoY |
+18.4%
|
+33.0%
|
| Gross Margin |
50.3%
|
59.9%
|
| Operating Margin |
11.2%
|
50.8%
|
| Return on Equity |
21.9%
|
35.1%
|
| Dividend Yield |
0% |
1.05% |
| FCF Yield |
0.3%
|
1.85%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon.com, Inc. operates as the world's largest e-commerce and cloud computing company, with a diversified revenue base spanning online retail, third-party seller services, AWS cloud, advertising, and subscription services. The business quality is high due to its durable competitive moats including AWS's leadership in cloud infrastructure and Amazon's dominant e-commerce platform. Despite strong…
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 |
AMZN |
TSM |
| Zone Low |
$284.55 |
$265.00 |
| Zone High |
$322.49 |
$310.00 |
| In Buy Zone? |
Yes
|
No
|