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 2026-04-18.
Alphabet Inc. · Communication Services
$339.40
-4.4% upside to fair value
Grade D
High Quality
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$365.90
-3.8% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
TSM has more upside to fair value
(-3.8%).
TSM trades at a lower forward P/E
(26.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOG |
TSM |
| Current Price |
$339.40 |
$365.90 |
| Fair Value Estimate |
$324.34 |
$352.00 |
| Upside to Fair Value |
-4.4%
|
-3.8%
|
| Market Cap |
$4,105.7B |
$1,897.7B |
| Forward P/E |
31.2x
|
26.0x
|
| EV / EBITDA |
23.1x
|
18.1x
|
| Price / Sales |
10.3x
|
13.3x
|
| Price / FCF |
56.4x
|
54.0x
|
| Revenue Growth YoY |
+11.3%
|
+33.0%
|
| Gross Margin |
59.7%
|
59.9%
|
| Operating Margin |
32.0%
|
50.8%
|
| Return on Equity |
35.0%
|
35.1%
|
| Dividend Yield |
0% |
1.05% |
| FCF Yield |
1.77%
|
1.85%
|
| 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…
TSMC remains the single most critical company in the global semiconductor supply chain, manufacturing virtually every leading-edge AI chip for NVIDIA, Apple, AMD, and the hyperscalers. The company delivered exceptional 2025 results with 33% revenue growth and 50% net income growth, driven by HPC surging to 55% of Q4 revenue. At the 3nm node, TSMC maintains production yields of 70-80% versus Samsu…
Accumulation Zones
| Metric |
GOOG |
TSM |
| Zone Low |
$243.25 |
$265.00 |
| Zone High |
$275.69 |
$310.00 |
| In Buy Zone? |
No
|
No
|