GEV vs TSM: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
GE Vernova Inc. · Industrials
$951.82
+35.4% 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
GEV has more upside to fair value
(+35.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GEV |
TSM |
| Current Price |
$951.82 |
$452.00 |
| Fair Value Estimate |
$1,288.67 |
$515.00 |
| Upside to Fair Value |
+35.4%
|
+13.9%
|
| Market Cap |
$253.5B |
$2,344.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.2x
|
19.2x
|
| Price / Sales |
6.1x
|
0.5x
|
| Price / FCF |
20.5x
|
2.1x
|
| Revenue Growth YoY |
+21.9%
|
+36.0%
|
| Gross Margin |
20.2%
|
64.2%
|
| Operating Margin |
4.4%
|
56.0%
|
| Return on Equity |
83.4%
|
39.3%
|
| Dividend Yield |
0.18% |
0.96% |
| FCF Yield |
4.88%
|
47.62%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
GE Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,…
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 |
GEV |
TSM |
| Zone Low |
$966.50 |
$386.25 |
| Zone High |
$1,095.37 |
$437.75 |
| In Buy Zone? |
Yes
|
No
|