MAR vs TSM: Which Is the Better Buy?
Side-by-side comparison of Marriott International, Inc. and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Marriott International, Inc. · Consumer Cyclical
$377.93
-16.6% upside to fair value
Grade D
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$365.90
-3.8% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
TSM has more upside to fair value
(-3.8%).
TSM trades at a lower forward P/E
(26.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MAR |
TSM |
| Current Price |
$377.93 |
$365.90 |
| Fair Value Estimate |
$315.15 |
$352.00 |
| Upside to Fair Value |
-16.6%
|
-3.8%
|
| Market Cap |
$100.2B |
$1,897.7B |
| Forward P/E |
39.0x
|
26.0x
|
| EV / EBITDA |
25.3x
|
18.1x
|
| Price / Sales |
3.8x
|
13.3x
|
| Price / FCF |
34.6x
|
54.0x
|
| Revenue Growth YoY |
+3.1%
|
+33.0%
|
| Gross Margin |
21.3%
|
59.9%
|
| Operating Margin |
15.8%
|
50.8%
|
| Return on Equity |
-79.9%
|
35.1%
|
| Dividend Yield |
0% |
1.05% |
| FCF Yield |
2.89%
|
1.85%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Marriott International operates the world's largest hospitality portfolio with approximately 8,900 to 9,000 properties across 141 countries and over 30 brands, supported by the largest loyalty program with 203 to 210 million members. The company benefits from a durable competitive moat driven by scale, brand strength, and network effects. However, despite steady revenue growth of 3.1% year-over-y…
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 |
MAR |
TSM |
| Zone Low |
$236.36 |
$265.00 |
| Zone High |
$267.88 |
$310.00 |
| In Buy Zone? |
No
|
No
|