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 2026-09-25.
The Goldman Sachs Group, Inc. · Financial Services
$923.29
+25.9% upside to fair value
Med Conviction
Grade C
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
GS has more upside to fair value
(+25.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GS |
TSM |
| Current Price |
$923.29 |
$452.00 |
| Fair Value Estimate |
$1,162.79 |
$515.00 |
| Upside to Fair Value |
+25.9%
|
+13.9%
|
| Market Cap |
$272.4B |
$2,344.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.3x
|
19.2x
|
| Price / Sales |
2.3x
|
0.5x
|
| Price / FCF |
—
|
2.1x
|
| Revenue Growth YoY |
+22.9%
|
+36.0%
|
| Gross Margin |
57.3%
|
64.2%
|
| Operating Margin |
24.8%
|
56.0%
|
| Return on Equity |
17.0%
|
39.3%
|
| Dividend Yield |
1.95% |
0.96% |
| FCF Yield |
—
|
47.62%
|
| Analyst Consensus |
Hold
|
Buy
|
Investment Thesis
Goldman Sachs is a global financial services firm operating four divisions: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management, with 46,200 full-time employees and a market cap of $272.38 billion at a current price of $923.29. The business quality is high because of its leading franchise in advisory, underwriting, and trading, evidenced by a 17.0% ROE, a 57.3% …
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 |
GS |
TSM |
| Zone Low |
$872.09 |
$386.25 |
| Zone High |
$988.37 |
$437.75 |
| In Buy Zone? |
Yes
|
No
|