GE vs TSM: Which Is the Better Buy?
Side-by-side comparison of GE Aerospace and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
GE Aerospace · Industrials
$312.90
+3.4% upside to fair value
Med Conviction
Grade C
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
TSM has more upside to fair value
(+13.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GE |
TSM |
| Current Price |
$312.90 |
$452.00 |
| Fair Value Estimate |
$323.41 |
$515.00 |
| Upside to Fair Value |
+3.4%
|
+13.9%
|
| Market Cap |
$324.6B |
$2,344.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
27.4x
|
19.2x
|
| Price / Sales |
6.4x
|
0.5x
|
| Price / FCF |
38.7x
|
2.1x
|
| Revenue Growth YoY |
+21.1%
|
+36.0%
|
| Gross Margin |
35.4%
|
64.2%
|
| Operating Margin |
20.8%
|
56.0%
|
| Return on Equity |
49.0%
|
39.3%
|
| Dividend Yield |
0.53% |
0.96% |
| FCF Yield |
2.58%
|
47.62%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
GE Aerospace is a high-quality commercial and military propulsion company whose approximately 50,000 commercial-engine and 30,000 military-engine installed base, long-term service agreements, proprietary repair capabilities and certification barriers support recurring aftermarket economics. The business is executing strongly: revenue grew 21.1% year over year in the most recent quarter, while Q2 …
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 |
GE |
TSM |
| Zone Low |
$242.56 |
$386.25 |
| Zone High |
$274.90 |
$437.75 |
| In Buy Zone? |
No
|
No
|