INTU vs TSM: Which Is the Better Buy?
Side-by-side comparison of Intuit Inc. and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-08.
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction
Grade A-
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$365.90
-3.8% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
INTU has more upside to fair value
(+37.7%).
INTU trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
INTU |
TSM |
| Current Price |
$396.57 |
$365.90 |
| Fair Value Estimate |
$546.00 |
$352.00 |
| Upside to Fair Value |
+37.7%
|
-3.8%
|
| Market Cap |
$110.4B |
$1,897.7B |
| Forward P/E |
19.5x
|
26.0x
|
| EV / EBITDA |
19.0x
|
18.1x
|
| Price / Sales |
5.9x
|
13.3x
|
| Price / FCF |
18.1x
|
54.0x
|
| Revenue Growth YoY |
+15.6%
|
+33.0%
|
| Gross Margin |
80.8%
|
59.9%
|
| Operating Margin |
26.1%
|
50.8%
|
| Return on Equity |
19.6%
|
35.1%
|
| Dividend Yield |
1.17% |
1.05% |
| FCF Yield |
5.51%
|
1.85%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
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 |
INTU |
TSM |
| Zone Low |
$410.00 |
$265.00 |
| Zone High |
$464.00 |
$310.00 |
| In Buy Zone? |
Yes
|
No
|