GOOG vs TSM: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-20.
Alphabet Inc. · Communication Services
$339.40
-6.2% upside to fair value
Grade D
High Quality
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$366.24
+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
(27.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOG |
TSM |
| Current Price |
$339.40 |
$366.24 |
| Fair Value Estimate |
$318.47 |
$531.05 |
| Upside to Fair Value |
-6.2%
|
+45.0%
|
| Market Cap |
$4,105.7B |
$1,899.5B |
| Forward P/E |
31.2x
|
27.2x
|
| EV / EBITDA |
23.1x
|
17.3x
|
| Price / Sales |
10.3x
|
12.8x
|
| Price / FCF |
56.4x
|
51.6x
|
| Revenue Growth YoY |
+11.3%
|
+36.5%
|
| Gross Margin |
59.7%
|
61.9%
|
| Operating Margin |
32.0%
|
53.2%
|
| Return on Equity |
35.0%
|
36.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.77%
|
1.94%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Desp…
Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world's leading pure-play semiconductor foundry, commanding approximately 60% of the global advanced node foundry market. The company benefits from a durable competitive moat driven by its pioneering foundry model, massive scale, advanced manufacturing capabilities, and strong customer relationships with major technology firms. TSMC…
Accumulation Zones
| Metric |
GOOG |
TSM |
| Zone Low |
$238.85 |
$398.29 |
| Zone High |
$270.70 |
$451.39 |
| In Buy Zone? |
No
|
Yes
|