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 2026-09-24.
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
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
DIS has more upside to fair value
(+32.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DIS |
TSM |
| Current Price |
$103.49 |
$452.00 |
| Fair Value Estimate |
$136.94 |
$515.00 |
| Upside to Fair Value |
+32.3%
|
+13.9%
|
| Market Cap |
$179.7B |
$2,344.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
19.2x
|
| Price / Sales |
1.8x
|
0.5x
|
| Price / FCF |
21.7x
|
2.1x
|
| Revenue Growth YoY |
+6.8%
|
+36.0%
|
| Gross Margin |
37.6%
|
64.2%
|
| Operating Margin |
16.0%
|
56.0%
|
| Return on Equity |
7.9%
|
39.3%
|
| Dividend Yield |
1.45% |
0.96% |
| FCF Yield |
4.61%
|
47.62%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
The Walt Disney Company operates a global entertainment empire spanning two primary divisions: Disney Media and Entertainment Distribution, which houses the ABC, ESPN, Disney, Freeform, FX, Fox, National Geographic and Star networks along with the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar and Searchlight Pictures studios and the Disney+, Disney+ Hotstar, ESPN+, Hul…
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 |
DIS |
TSM |
| Zone Low |
$102.70 |
$386.25 |
| Zone High |
$116.40 |
$437.75 |
| In Buy Zone? |
Yes
|
No
|