CRM vs TSM: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Salesforce, Inc. · Technology
$181.22
+161.6% upside to fair value
High Conviction
Grade A-
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$365.90
-3.8% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
CRM has more upside to fair value
(+161.6%).
CRM trades at a lower forward P/E
(22.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
TSM |
| Current Price |
$181.22 |
$365.90 |
| Fair Value Estimate |
$474.00 |
$352.00 |
| Upside to Fair Value |
+161.6%
|
-3.8%
|
| Market Cap |
$169.8B |
$1,897.7B |
| Forward P/E |
22.7x
|
26.0x
|
| EV / EBITDA |
—
|
18.1x
|
| Price / Sales |
4.1x
|
13.3x
|
| Price / FCF |
11.8x
|
54.0x
|
| Revenue Growth YoY |
+9.2%
|
+33.0%
|
| Gross Margin |
77.7%
|
59.9%
|
| Operating Margin |
21.5%
|
50.8%
|
| Return on Equity |
12.4%
|
35.1%
|
| Dividend Yield |
— |
1.05% |
| FCF Yield |
8.5%
|
1.85%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Salesforce is the leading global provider of CRM software, offering a strong competitive moat through market dominance and high switching costs, complemented by acquisitions like Slack and Tableau, with excellent margins above 77% gross and robust free cash flow of $15.16 per share. Despite decelerating revenue growth at 9.2% YoY and negative earnings growth of -6.9%, the business remains high-qu…
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 |
CRM |
TSM |
| Zone Low |
$356.00 |
$265.00 |
| Zone High |
$403.00 |
$310.00 |
| In Buy Zone? |
Yes
|
No
|