INTC vs TSM: Which Is the Better Buy?
Side-by-side comparison of Intel Corporation and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Intel Corporation · Technology
$68.50
-13.9% upside to fair value
High Conviction
Grade D
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$365.90
-3.8% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
TSM has more upside to fair value
(-3.8%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
INTC |
TSM |
| Current Price |
$68.50 |
$365.90 |
| Fair Value Estimate |
$59.00 |
$352.00 |
| Upside to Fair Value |
-13.9%
|
-3.8%
|
| Market Cap |
$343.9B |
$1,897.7B |
| Forward P/E |
-1245.8x
|
26.0x
|
| EV / EBITDA |
—
|
18.1x
|
| Price / Sales |
6.5x
|
13.3x
|
| Price / FCF |
-69.5x
|
54.0x
|
| Revenue Growth YoY |
+0.2%
|
+33.0%
|
| Gross Margin |
34.8%
|
59.9%
|
| Operating Margin |
-4.2%
|
50.8%
|
| Return on Equity |
-0.3%
|
35.1%
|
| Dividend Yield |
— |
1.05% |
| FCF Yield |
—
|
1.85%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Intel is a legacy semiconductor leader attempting an ambitious turnaround under new CEO Lip-Bu Tan, pivoting from a pure-play chipmaker to an integrated device manufacturer (IDM 2.0) with foundry ambitions. The business remains structurally challenged: PC market share is eroding, foundry execution is unproven, negative free cash flow persists, and margins are compressed. However, the stock trades…
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 |
INTC |
TSM |
| Zone Low |
$44.00 |
$265.00 |
| Zone High |
$50.00 |
$310.00 |
| In Buy Zone? |
No
|
No
|