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 2026-07-17.
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$409.74
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
DIS trades at a lower forward P/E
(15.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
TSM |
| Current Price |
$96.16 |
$409.74 |
| Fair Value Estimate |
$139.43 |
$594.12 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$167.0B |
$2,125.1B |
| Forward P/E |
15.4x
|
38.8x
|
| EV / EBITDA |
10.8x
|
17.6x
|
| Price / Sales |
1.7x
|
14.5x
|
| Price / FCF |
23.5x
|
58.4x
|
| Revenue Growth YoY |
+6.5%
|
+36.0%
|
| Gross Margin |
37.2%
|
61.9%
|
| Operating Margin |
15.5%
|
53.2%
|
| Return on Equity |
10.3%
|
36.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.26%
|
1.71%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates as a leading global entertainment and media conglomerate with a strong brand portfolio and diversified revenue streams across media networks, parks, experiences, and studio entertainment. The business quality is medium due to its durable brand and intangible assets but recent earnings pressure with a 31.4% decline in earnings in the most recent quarter highlights …
Taiwan Semiconductor Manufacturing Company Limited (TSM) is a leading semiconductor foundry specializing in advanced chip manufacturing technologies. The company exhibits high business quality with a durable competitive moat driven by cost advantages, intangible assets, and strong brand recognition. It demonstrates robust profitability with a net margin of 47.0% and a return on equity of 36.9%. R…
Accumulation Zones
| Metric |
DIS |
TSM |
| Zone Low |
$104.57 |
$445.59 |
| Zone High |
$118.52 |
$505.00 |
| In Buy Zone? |
Yes
|
Yes
|