INTC vs TSM: Which Is the Better Buy?
Side-by-side comparison of Intel Corp. and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Intel Corp. · Technology
$127.39
-8.4% upside to fair value
Low Conviction
Grade D
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$452.00
+13.9% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
TSM has more upside to fair value
(+13.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
INTC |
TSM |
| Current Price |
$127.39 |
$452.00 |
| Fair Value Estimate |
$116.75 |
$515.00 |
| Upside to Fair Value |
-8.4%
|
+13.9%
|
| Market Cap |
$642.6B |
$2,344.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
185.2x
|
19.2x
|
| Price / Sales |
11.3x
|
0.5x
|
| Price / FCF |
229.7x
|
2.1x
|
| Revenue Growth YoY |
+25.4%
|
+36.0%
|
| Gross Margin |
38.9%
|
64.2%
|
| Operating Margin |
0.1%
|
56.0%
|
| Return on Equity |
-10.8%
|
39.3%
|
| Dividend Yield |
0% |
0.96% |
| FCF Yield |
0.44%
|
47.62%
|
| Analyst Consensus |
Hold
|
Buy
|
Investment Thesis
Intel designs and manufactures CPUs, GPUs, networking silicon, and edge and data-center products across its Client Computing, Data Center and AI, and Intel Foundry segments, employing roughly 85,100 people under CEO Lip-Bu Tan. The business quality is currently low: TTM gross margin is 38.9%, TTM operating margin is 0.1%, TTM net margin is -19.8%, and ROE is -10.8%, so the company is not earning …
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 |
INTC |
TSM |
| Zone Low |
$87.56 |
$386.25 |
| Zone High |
$99.24 |
$437.75 |
| In Buy Zone? |
No
|
No
|