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 2026-07-17.
Deere & Company · Industrials
$596.74
-29.8% upside to fair value
Grade C
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%).
DE trades at a lower forward P/E
(33.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
TSM |
| Current Price |
$596.74 |
$409.74 |
| Fair Value Estimate |
$418.72 |
$594.12 |
| Upside to Fair Value |
-29.8%
|
+45.0%
|
| Market Cap |
$161.1B |
$2,125.1B |
| Forward P/E |
33.7x
|
38.8x
|
| EV / EBITDA |
19.0x
|
17.6x
|
| Price / Sales |
3.4x
|
14.5x
|
| Price / FCF |
42.8x
|
58.4x
|
| Revenue Growth YoY |
+6.7%
|
+36.0%
|
| 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 |
2.34%
|
1.71%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Deere & Company operates in the agricultural machinery sector, providing durable equipment critical to farming and construction industries. The business quality is high, supported by a strong 18.3% return on equity and solid gross and operating margins of 35.4% and 18.4%, respectively. However, the stock is currently overvalued, trading approximately 30% above its fair value estimate of $418.72, …
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 |
DE |
TSM |
| Zone Low |
$314.04 |
$445.59 |
| Zone High |
$355.91 |
$505.00 |
| In Buy Zone? |
No
|
Yes
|