AVGO vs TSM: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-10.
Broadcom Inc. · Technology
$371.59
-49.9% upside to fair value
Grade C
High Quality
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$365.90
-3.8% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
TSM has more upside to fair value
(-3.8%).
TSM trades at a lower forward P/E
(26.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
TSM |
| Current Price |
$371.59 |
$365.90 |
| Fair Value Estimate |
$186.35 |
$352.00 |
| Upside to Fair Value |
-49.9%
|
-3.8%
|
| Market Cap |
$1,761.8B |
$1,897.7B |
| Forward P/E |
70.7x
|
26.0x
|
| EV / EBITDA |
46.7x
|
18.1x
|
| Price / Sales |
25.9x
|
13.3x
|
| Price / FCF |
61.1x
|
54.0x
|
| Revenue Growth YoY |
+7.2%
|
+33.0%
|
| Gross Margin |
67.1%
|
59.9%
|
| Operating Margin |
40.9%
|
50.8%
|
| Return on Equity |
32.9%
|
35.1%
|
| Dividend Yield |
0% |
1.05% |
| FCF Yield |
1.64%
|
1.85%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Broadcom Inc. is a leading technology company specializing in semiconductors and infrastructure software, with a strong competitive moat driven by scale, diversification, and aggressive M&A under CEO Hock E. Tan. The company has demonstrated robust revenue growth, particularly in semiconductor solutions and infrastructure software segments, with a 25% year-over-year increase recently and a five-y…
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 |
AVGO |
TSM |
| Zone Low |
$139.76 |
$265.00 |
| Zone High |
$158.40 |
$310.00 |
| In Buy Zone? |
No
|
No
|