MA vs TSM: Which Is the Better Buy?
Side-by-side comparison of Mastercard Incorporated and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
Mastercard Incorporated · Financial Services
$574.42
+25.0% upside to fair value
Med Conviction
Grade A-
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
MA has more upside to fair value
(+25.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MA |
TSM |
| Current Price |
$574.42 |
$452.00 |
| Fair Value Estimate |
$718.00 |
$515.00 |
| Upside to Fair Value |
+25.0%
|
+13.9%
|
| Market Cap |
$503.8B |
$2,344.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.4x
|
19.2x
|
| Price / Sales |
14.4x
|
0.5x
|
| Price / FCF |
30.8x
|
2.1x
|
| Revenue Growth YoY |
+14.1%
|
+36.0%
|
| Gross Margin |
100%
|
64.2%
|
| Operating Margin |
59.8%
|
56.0%
|
| Return on Equity |
232.5%
|
39.3%
|
| Dividend Yield |
0.59% |
0.96% |
| FCF Yield |
3.25%
|
47.62%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Mastercard operates a global payments network that connects issuers, acquirers, merchants and consumers across more than 200 countries and territories, monetizing payment volumes, cross-border activity and higher-growth value-added services. Business quality is high because its two-sided network, trusted authorization-clearing-settlement infrastructure, brand, security capabilities and broad acce…
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 |
MA |
TSM |
| Zone Low |
$538.50 |
$386.25 |
| Zone High |
$610.30 |
$437.75 |
| In Buy Zone? |
Yes
|
No
|