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 2026-07-17.
The Goldman Sachs Group, Inc. · Financial Services
$1,045.91
-45.0% upside to fair value
Grade D
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$409.74
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
TSM has more upside to fair value
(+45.0%).
GS trades at a lower forward P/E
(23.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GS |
TSM |
| Current Price |
$1,045.91 |
$409.74 |
| Fair Value Estimate |
$575.25 |
$594.12 |
| Upside to Fair Value |
-45.0%
|
+45.0%
|
| Market Cap |
$308.6B |
$2,125.1B |
| Forward P/E |
23.6x
|
38.8x
|
| EV / EBITDA |
15.9x
|
17.6x
|
| Price / Sales |
3.1x
|
14.5x
|
| Price / FCF |
-7.4x
|
58.4x
|
| Revenue Growth YoY |
-35.0%
|
+36.0%
|
| Gross Margin |
47.4%
|
61.9%
|
| Operating Margin |
17.8%
|
53.2%
|
| Return on Equity |
15.3%
|
36.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
1.71%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
The Goldman Sachs Group, Inc. operates as a leading global financial services firm specializing in investment banking, securities, investment management, and consumer banking. Despite its strong brand and competitive position in financial capital markets, the company currently faces significant headwinds as evidenced by a 35% decline in revenue and a 100% drop in earnings in the most recent quart…
Taiwan Semiconductor Manufacturing Company Limited (TSM) is a leading semiconductor foundry specializing in advanced chip manufacturing technologies. The company exhibits high business quality with a durable competitive moat driven by cost advantages, intangible assets, and strong brand recognition. It demonstrates robust profitability with a net margin of 47.0% and a return on equity of 36.9%. R…
Accumulation Zones
| Metric |
GS |
TSM |
| Zone Low |
$431.44 |
$445.59 |
| Zone High |
$488.96 |
$505.00 |
| In Buy Zone? |
No
|
Yes
|