LLY vs TSM: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Eli Lilly and Company · Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction
Grade B
High Quality
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 |
LLY |
TSM |
| Current Price |
$1,183.72 |
$452.00 |
| Fair Value Estimate |
$1,208.00 |
$515.00 |
| Upside to Fair Value |
+2.1%
|
+13.9%
|
| Market Cap |
$1,114.8B |
$2,344.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.8x
|
19.2x
|
| Price / Sales |
14.0x
|
0.5x
|
| Price / FCF |
52.7x
|
2.1x
|
| Revenue Growth YoY |
+47.7%
|
+36.0%
|
| Gross Margin |
83.4%
|
64.2%
|
| Operating Margin |
49.7%
|
56.0%
|
| Return on Equity |
92.6%
|
39.3%
|
| Dividend Yield |
0.57% |
0.96% |
| FCF Yield |
1.9%
|
47.62%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Eli Lilly is a global pharmaceutical company whose incretin franchise, led by Mounjaro and Zepbound, has become the dominant growth engine in diabetes and obesity care. The business quality is high: TTM gross margin is 83.4%, TTM operating margin is 49.7%, TTM net margin is 33.5%, and ROE is 92.6%, while revenue grew 47.7% and earnings grew 25.3% in the most recent quarter on a year-over-year bas…
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 |
LLY |
TSM |
| Zone Low |
$906.00 |
$386.25 |
| Zone High |
$1,026.80 |
$437.75 |
| In Buy Zone? |
No
|
No
|