DELL vs TSM: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-20.
Dell Technologies Inc. · Technology
$196.55
+45.0% upside to fair value
Grade B
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$366.24
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
DELL trades at a lower forward P/E
(21.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
TSM |
| Current Price |
$196.55 |
$366.24 |
| Fair Value Estimate |
$285.00 |
$531.05 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$132.7B |
$1,899.5B |
| Forward P/E |
21.6x
|
27.2x
|
| EV / EBITDA |
16.7x
|
17.3x
|
| Price / Sales |
1.2x
|
12.8x
|
| Price / FCF |
15.5x
|
51.6x
|
| Revenue Growth YoY |
+23.6%
|
+36.5%
|
| Gross Margin |
20.1%
|
61.9%
|
| Operating Margin |
7.2%
|
53.2%
|
| Return on Equity |
-218.2%
|
36.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.45%
|
1.94%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Dell Technologies Inc. is a leading global technology company specializing in computer hardware, servers, storage, and IT infrastructure solutions. Founded and led by Michael Dell, the company has a strong legacy in direct-to-consumer PC sales and has expanded into enterprise IT services through strategic acquisitions such as EMC. Dell's business quality is medium due to its competitive position …
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 |
DELL |
TSM |
| Zone Low |
$213.75 |
$398.29 |
| Zone High |
$242.25 |
$451.39 |
| In Buy Zone? |
Yes
|
Yes
|