GOOGL 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 2026-09-25.
Alphabet Inc. · Communication Services
$342.36
+16.6% 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
GOOGL has more upside to fair value
(+16.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GOOGL |
TSM |
| Current Price |
$342.36 |
$452.00 |
| Fair Value Estimate |
$399.26 |
$515.00 |
| Upside to Fair Value |
+16.6%
|
+13.9%
|
| Market Cap |
$4,143.3B |
$2,344.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.9x
|
19.2x
|
| Price / Sales |
9.3x
|
0.5x
|
| Price / FCF |
78.1x
|
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 |
0.25% |
0.96% |
| FCF Yield |
1.28%
|
47.62%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
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 |
GOOGL |
TSM |
| Zone Low |
$299.44 |
$386.25 |
| Zone High |
$339.37 |
$437.75 |
| In Buy Zone? |
No
|
No
|