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 2026-07-17.
GE Aerospace · Industrials
$360.35
-25.9% upside to fair value
Grade D
High Quality
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$409.74
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
TSM has more upside to fair value
(+45.0%).
TSM trades at a lower forward P/E
(38.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GE |
TSM |
| Current Price |
$360.35 |
$409.74 |
| Fair Value Estimate |
$267.03 |
$594.12 |
| Upside to Fair Value |
-25.9%
|
+45.0%
|
| Market Cap |
$376.5B |
$2,125.1B |
| Forward P/E |
42.3x
|
38.8x
|
| EV / EBITDA |
33.4x
|
17.6x
|
| Price / Sales |
7.8x
|
14.5x
|
| Price / FCF |
50.5x
|
58.4x
|
| Revenue Growth YoY |
+21.1%
|
+36.0%
|
| Gross Margin |
36.1%
|
61.9%
|
| Operating Margin |
21.0%
|
53.2%
|
| Return on Equity |
46.2%
|
36.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.98%
|
1.71%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…
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 |
GE |
TSM |
| Zone Low |
$200.27 |
$445.59 |
| Zone High |
$226.98 |
$505.00 |
| In Buy Zone? |
No
|
Yes
|