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 2026-07-17.
Intel Corp. · Technology
$107.76
-5.2% 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%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
INTC |
TSM |
| Current Price |
$107.76 |
$409.74 |
| Fair Value Estimate |
$102.16 |
$594.12 |
| Upside to Fair Value |
-5.2%
|
+45.0%
|
| Market Cap |
$541.6B |
$2,125.1B |
| Forward P/E |
-173.8x
|
38.8x
|
| EV / EBITDA |
49.9x
|
17.6x
|
| Price / Sales |
10.1x
|
14.5x
|
| Price / FCF |
-173.7x
|
58.4x
|
| Revenue Growth YoY |
+7.2%
|
+36.0%
|
| 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 |
—
|
1.71%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Intel Corporation is a leading semiconductor company operating in the technology sector, specializing in designing and manufacturing microprocessors and related technologies. The business quality is currently low due to negative earnings growth of 354.1% in the most recent quarter and negative profitability metrics including a net margin of -5.9% and an operating margin of -9.4%. Despite a revenu…
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 |
INTC |
TSM |
| Zone Low |
$76.62 |
$445.59 |
| Zone High |
$86.84 |
$505.00 |
| In Buy Zone? |
No
|
Yes
|