BLK vs TSM: Which Is the Better Buy?
Side-by-side comparison of BlackRock, Inc. and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
BlackRock, Inc. · Financial Services
$1,025.44
+31.0% upside to fair value
Grade A
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%).
BLK trades at a lower forward P/E
(24.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BLK |
TSM |
| Current Price |
$1,025.44 |
$409.74 |
| Fair Value Estimate |
$1,343.02 |
$594.12 |
| Upside to Fair Value |
+31.0%
|
+45.0%
|
| Market Cap |
$158.9B |
$2,125.1B |
| Forward P/E |
24.2x
|
38.8x
|
| EV / EBITDA |
16.0x
|
17.6x
|
| Price / Sales |
5.8x
|
14.5x
|
| Price / FCF |
44.6x
|
58.4x
|
| Revenue Growth YoY |
+30.6%
|
+36.0%
|
| Gross Margin |
54.6%
|
61.9%
|
| Operating Margin |
32.9%
|
53.2%
|
| Return on Equity |
12.5%
|
36.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.24%
|
1.71%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
BlackRock, Inc. is a leading global asset management firm operating within the financial services sector, specializing in investment management and risk advisory. The company demonstrates high business quality with a durable competitive moat supported by strong brand recognition, intangible assets, and switching costs. It reported robust growth in the most recent quarter with revenue up 30.6% yea…
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 |
BLK |
TSM |
| Zone Low |
$1,007.26 |
$445.59 |
| Zone High |
$1,141.57 |
$505.00 |
| In Buy Zone? |
Yes
|
Yes
|