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 2026-09-24.
Alphabet Inc. · Communication Services
$334.98
+15.8% 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
GOOG has more upside to fair value
(+15.8%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOG |
TSM |
| Current Price |
$334.98 |
$452.00 |
| Fair Value Estimate |
$387.82 |
$515.00 |
| Upside to Fair Value |
+15.8%
|
+13.9%
|
| Market Cap |
$4,065.3B |
$2,344.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.7x
|
19.2x
|
| Price / Sales |
9.1x
|
0.5x
|
| Price / FCF |
76.4x
|
2.1x
|
| Revenue Growth YoY |
+24.2%
|
+36.0%
|
| Gross Margin |
60.9%
|
64.2%
|
| Operating Margin |
33.1%
|
56.0%
|
| Return on Equity |
50.8%
|
39.3%
|
| Dividend Yield |
0.26% |
0.96% |
| FCF Yield |
1.31%
|
47.62%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.…
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 |
GOOG |
TSM |
| Zone Low |
$290.87 |
$386.25 |
| Zone High |
$329.65 |
$437.75 |
| In Buy Zone? |
No
|
No
|