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 2026-04-18.
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$365.90
-3.8% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
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 |
$365.90 |
| Fair Value Estimate |
$499.84 |
$352.00 |
| Upside to Fair Value |
+154.3%
|
-3.8%
|
| Market Cap |
$132.7B |
$1,897.7B |
| Forward P/E |
21.6x
|
26.0x
|
| EV / EBITDA |
16.7x
|
18.1x
|
| Price / Sales |
1.2x
|
13.3x
|
| Price / FCF |
15.5x
|
54.0x
|
| Revenue Growth YoY |
+23.6%
|
+33.0%
|
| Gross Margin |
20.1%
|
59.9%
|
| Operating Margin |
7.2%
|
50.8%
|
| Return on Equity |
-218.2%
|
35.1%
|
| Dividend Yield |
0% |
1.05% |
| FCF Yield |
6.45%
|
1.85%
|
| 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 …
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 |
DELL |
TSM |
| Zone Low |
$374.88 |
$265.00 |
| Zone High |
$424.86 |
$310.00 |
| In Buy Zone? |
Yes
|
No
|