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 2026-04-25.
Intel Corporation · Technology
$82.54
-5.4% upside to fair value
Grade D
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$366.24
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
TSM has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
INTC |
TSM |
| Current Price |
$82.54 |
$366.24 |
| Fair Value Estimate |
$78.09 |
$531.05 |
| Upside to Fair Value |
-5.4%
|
+45.0%
|
| Market Cap |
$414.4B |
$1,899.5B |
| Forward P/E |
-132.2x
|
27.2x
|
| EV / EBITDA |
50.1x
|
17.3x
|
| Price / Sales |
7.7x
|
12.8x
|
| Price / FCF |
-132.9x
|
51.6x
|
| Revenue Growth YoY |
+7.2%
|
+36.5%
|
| Gross Margin |
35.4%
|
61.9%
|
| Operating Margin |
-9.4%
|
53.2%
|
| Return on Equity |
-3.0%
|
36.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
1.94%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Intel Corporation is a leading semiconductor company transitioning to a foundry business model while maintaining significant revenue from client computing and data center segments. Despite a strong market position and experienced leadership, the company faces earnings pressure with a 354% decline in earnings in the most recent quarter and negative margins. The stock trades at $82.54, which is 5.4…
Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world's leading pure-play semiconductor foundry, commanding approximately 60% of the global advanced node foundry market. The company benefits from a durable competitive moat driven by its pioneering foundry model, massive scale, advanced manufacturing capabilities, and strong customer relationships with major technology firms. TSMC…
Accumulation Zones
| Metric |
INTC |
TSM |
| Zone Low |
$58.57 |
$398.29 |
| Zone High |
$66.38 |
$451.39 |
| In Buy Zone? |
No
|
Yes
|