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 2026-06-20.
The Walt Disney Company · Communication Services
$103.89
+45.0% upside to fair value
Grade B
High Quality
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$462.12
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
DIS trades at a lower forward P/E
(16.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
TSM |
| Current Price |
$103.89 |
$462.12 |
| Fair Value Estimate |
$150.64 |
$670.07 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$180.4B |
$2,396.8B |
| Forward P/E |
16.6x
|
32.4x
|
| EV / EBITDA |
11.4x
|
20.5x
|
| Price / Sales |
1.9x
|
15.2x
|
| Price / FCF |
25.4x
|
61.4x
|
| Revenue Growth YoY |
+6.5%
|
+35.1%
|
| 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 |
3.94%
|
1.63%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates as a diversified entertainment conglomerate with strong positions in media networks, parks and experiences, and sports. The company benefits from a durable competitive moat driven by its iconic brand, extensive content library, and integrated ecosystem spanning streaming, theatrical, and physical experiences. Despite a 31.4% decline in earnings in the most recent …
Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world's leading semiconductor foundry, commanding over 60-70% global market share in advanced process nodes. The company benefits from a very strong and widening moat driven by unmatched EUV-intensive capacity and a conservative, shareholder-friendly capital allocation strategy. TSMC's business quality is high, with robust profitabi…
Accumulation Zones
| Metric |
DIS |
TSM |
| Zone Low |
$112.98 |
$502.55 |
| Zone High |
$128.04 |
$569.56 |
| In Buy Zone? |
Yes
|
Yes
|