BA vs TSM: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$409.74
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
TSM trades at a lower forward P/E
(38.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
TSM |
| Current Price |
$234.54 |
$409.74 |
| Fair Value Estimate |
$340.08 |
$594.12 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$184.9B |
$2,125.1B |
| Forward P/E |
96.9x
|
38.8x
|
| EV / EBITDA |
30.4x
|
17.6x
|
| Price / Sales |
2.0x
|
14.5x
|
| Price / FCF |
-177.6x
|
58.4x
|
| Revenue Growth YoY |
+14.0%
|
+36.0%
|
| Gross Margin |
4.8%
|
61.9%
|
| Operating Margin |
-5.9%
|
53.2%
|
| Return on Equity |
-8723.1%
|
36.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
1.71%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
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 |
BA |
TSM |
| Zone Low |
$255.06 |
$445.59 |
| Zone High |
$289.07 |
$505.00 |
| In Buy Zone? |
Yes
|
Yes
|