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 2026-09-23.
Deere & Company · Industrials
$703.12
-12.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$452.00
+13.9% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
TSM has more upside to fair value
(+13.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DE |
TSM |
| Current Price |
$703.12 |
$452.00 |
| Fair Value Estimate |
$616.99 |
$515.00 |
| Upside to Fair Value |
-12.2%
|
+13.9%
|
| Market Cap |
$189.8B |
$2,344.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
22.1x
|
19.2x
|
| Price / Sales |
4.0x
|
0.5x
|
| Price / FCF |
49.1x
|
2.1x
|
| Revenue Growth YoY |
+7.0%
|
+36.0%
|
| Gross Margin |
35.7%
|
64.2%
|
| Operating Margin |
19.0%
|
56.0%
|
| Return on Equity |
18.1%
|
39.3%
|
| Dividend Yield |
0.92% |
0.96% |
| FCF Yield |
2.04%
|
47.62%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Deere & Company is a 1837-founded global manufacturer of agricultural, turf, and construction equipment organized across Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services, employing roughly 73,100 people under CEO John C. May. Business quality is high on franchise strength but currently strained by the large-agriculture cycle: TTM …
Taiwan Semiconductor Manufacturing Company is the world's largest contract chipmaker, manufacturing advanced logic, mixed-signal, RF, and embedded memory wafers for high-performance computing, smartphones, IoT, and automotive customers from a base of 65,152 employees headquartered in Hsinchu, Taiwan. The business quality is exceptionally high: TTM gross margin is 64.2%, TTM operating margin is 56…
Accumulation Zones
| Metric |
DE |
TSM |
| Zone Low |
$462.74 |
$386.25 |
| Zone High |
$524.44 |
$437.75 |
| In Buy Zone? |
No
|
No
|