GS vs TSM: Which Is the Better Buy?
Side-by-side comparison of The Goldman Sachs Group, Inc. and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
The Goldman Sachs Group, Inc. · Financial Services
$907.80
-3.1% upside to fair value
Low Conviction
Grade C+
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$365.90
-3.8% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
GS has more upside to fair value
(-3.1%).
GS trades at a lower forward P/E
(15.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GS |
TSM |
| Current Price |
$907.80 |
$365.90 |
| Fair Value Estimate |
$880.00 |
$352.00 |
| Upside to Fair Value |
-3.1%
|
-3.8%
|
| Market Cap |
$269.4B |
$1,897.7B |
| Forward P/E |
15.6x
|
26.0x
|
| EV / EBITDA |
29.7x
|
18.1x
|
| Price / Sales |
2.1x
|
13.3x
|
| Price / FCF |
—
|
54.0x
|
| Revenue Growth YoY |
+9.0%
|
+33.0%
|
| Gross Margin |
47.5%
|
59.9%
|
| Operating Margin |
17.5%
|
50.8%
|
| Return on Equity |
13.8%
|
35.1%
|
| Dividend Yield |
1.71% |
1.05% |
| FCF Yield |
—
|
1.85%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Goldman Sachs remains the premier global investment bank with dominant franchises in M&A advisory, equities trading, and asset management. FY2025 delivered $58.3B net revenues, 15% ROE, and $51.32 diluted EPS, powered by record equities trading and a resurgent IB pipeline. The stock has pulled back 8% from January highs near $985 but still trades at 2.27x book value, well above the 5-year median …
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 |
GS |
TSM |
| Zone Low |
$600.00 |
$265.00 |
| Zone High |
$680.00 |
$310.00 |
| In Buy Zone? |
No
|
No
|