DE vs TSM: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Deere & Company · Industrials
$589.24
-29.6% upside to fair value
Grade D
High Quality
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$462.12
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
TSM has more upside to fair value
(+45.0%).
TSM trades at a lower forward P/E
(32.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
TSM |
| Current Price |
$589.24 |
$462.12 |
| Fair Value Estimate |
$414.61 |
$670.07 |
| Upside to Fair Value |
-29.6%
|
+45.0%
|
| Market Cap |
$159.1B |
$2,396.8B |
| Forward P/E |
33.3x
|
32.4x
|
| EV / EBITDA |
18.8x
|
20.5x
|
| Price / Sales |
3.4x
|
15.2x
|
| Price / FCF |
42.2x
|
61.4x
|
| Revenue Growth YoY |
+6.7%
|
+35.1%
|
| Gross Margin |
35.4%
|
61.9%
|
| Operating Margin |
18.4%
|
53.2%
|
| Return on Equity |
18.3%
|
36.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.37%
|
1.63%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Deere & Company is a leading global manufacturer of agricultural, construction, and forestry machinery with a durable competitive moat anchored by its number one market share in large agricultural equipment and a dense dealer network. The company benefits from embedded precision agriculture technology that widens its competitive gap, particularly in North America where it holds 40 to 60 percent m…
Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world's leading semiconductor foundry, commanding over 60-70% global market share in advanced process nodes. The company benefits from a very strong and widening moat driven by unmatched EUV-intensive capacity and a conservative, shareholder-friendly capital allocation strategy. TSMC's business quality is high, with robust profitabi…
Accumulation Zones
| Metric |
DE |
TSM |
| Zone Low |
$310.96 |
$502.55 |
| Zone High |
$352.42 |
$569.56 |
| In Buy Zone? |
No
|
Yes
|