DIS vs TSM: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
The Walt Disney Company · Communication Services
$101.31
+66.6% upside to fair value
Grade B
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$366.24
+5153.7% upside to fair value
Grade C
High Quality
QuantHub Verdict
TSM has more upside to fair value
(+5153.7%).
DIS trades at a lower forward P/E
(14.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
TSM |
| Current Price |
$101.31 |
$366.24 |
| Fair Value Estimate |
$168.80 |
$19,241.17 |
| Upside to Fair Value |
+66.6%
|
+5153.7%
|
| Market Cap |
$179.5B |
$1,899.5B |
| Forward P/E |
14.8x
|
27.2x
|
| EV / EBITDA |
11.4x
|
17.3x
|
| Price / Sales |
1.9x
|
12.8x
|
| Price / FCF |
25.4x
|
51.6x
|
| Revenue Growth YoY |
+5.2%
|
+36.5%
|
| Gross Margin |
37.3%
|
61.9%
|
| Operating Margin |
14.2%
|
53.2%
|
| Return on Equity |
11.3%
|
36.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.93%
|
1.94%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates as a diversified entertainment giant with strong competitive advantages from its vast intellectual property portfolio, global theme parks, and growing direct-to-consumer streaming platforms. The company demonstrates medium business quality with a durable moat supported by iconic brands and infrastructure, but faces execution risks in streaming profitability and pa…
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 |
DIS |
TSM |
| Zone Low |
$126.60 |
$14,430.88 |
| Zone High |
$143.48 |
$16,354.99 |
| In Buy Zone? |
Yes
|
Yes
|