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 2026-04-22.
BlackRock, Inc. · Financial Services
$1,042.85
+125.5% upside to fair value
Grade A
High Quality
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$366.24
+5153.7% upside to fair value
Grade C
High Quality
QuantHub Verdict
TSM has more upside to fair value
(+5153.7%).
BLK trades at a lower forward P/E
(25.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BLK |
TSM |
| Current Price |
$1,042.85 |
$366.24 |
| Fair Value Estimate |
$2,351.12 |
$19,241.17 |
| Upside to Fair Value |
+125.5%
|
+5153.7%
|
| Market Cap |
$162.2B |
$1,899.5B |
| Forward P/E |
25.9x
|
27.2x
|
| EV / EBITDA |
16.9x
|
17.3x
|
| Price / Sales |
6.3x
|
12.8x
|
| Price / FCF |
45.2x
|
51.6x
|
| Revenue Growth YoY |
+28.3%
|
+36.5%
|
| Gross Margin |
59.1%
|
61.9%
|
| Operating Margin |
29.9%
|
53.2%
|
| Return on Equity |
12.0%
|
36.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.21%
|
1.94%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
BlackRock, Inc. is the world's largest asset manager with over $14 trillion in assets under management, operating primarily in financial services and asset management. The company benefits from a durable competitive moat driven by its scale, technology platform Aladdin, and founder-led management with CEO Laurence D. Fink at the helm since inception. BlackRock exhibits strong fundamentals includi…
Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world's leading pure-play semiconductor foundry, commanding approximately 60% of the global advanced node foundry market. The company benefits from a durable competitive moat driven by its pioneering foundry model, massive scale, advanced manufacturing capabilities, and strong customer relationships with major technology firms. TSMC…
Accumulation Zones
| Metric |
BLK |
TSM |
| Zone Low |
$1,763.34 |
$14,430.88 |
| Zone High |
$1,998.45 |
$16,354.99 |
| In Buy Zone? |
Yes
|
Yes
|