NFLX vs TSM: Which Is the Better Buy?
Side-by-side comparison of Netflix, Inc. and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Netflix, Inc. · Communication Services
$91.02
+95.7% upside to fair value
Grade B
High Quality
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$366.24
+5153.7% upside to fair value
Grade C
High Quality
QuantHub Verdict
TSM has more upside to fair value
(+5153.7%).
TSM trades at a lower forward P/E
(27.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NFLX |
TSM |
| Current Price |
$91.02 |
$366.24 |
| Fair Value Estimate |
$178.10 |
$19,241.17 |
| Upside to Fair Value |
+95.7%
|
+5153.7%
|
| Market Cap |
$383.3B |
$1,899.5B |
| Forward P/E |
28.7x
|
27.2x
|
| EV / EBITDA |
11.4x
|
17.3x
|
| Price / Sales |
8.2x
|
12.8x
|
| Price / FCF |
32.2x
|
51.6x
|
| Revenue Growth YoY |
+16.2%
|
+36.5%
|
| Gross Margin |
49.0%
|
61.9%
|
| Operating Margin |
29.7%
|
53.2%
|
| Return on Equity |
49.2%
|
36.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.1%
|
1.94%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Netflix, Inc. operates a leading global streaming entertainment service with a dominant streaming segment accounting for nearly 100% of its revenue. The company benefits from a high-quality business model characterized by strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, a robust 49.2% return on equity, and healthy margins with a 29.7% operating margin and 28…
Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world's leading pure-play semiconductor foundry, commanding approximately 60% of the global advanced node foundry market. The company benefits from a durable competitive moat driven by its pioneering foundry model, massive scale, advanced manufacturing capabilities, and strong customer relationships with major technology firms. TSMC…
Accumulation Zones
| Metric |
NFLX |
TSM |
| Zone Low |
$133.57 |
$14,430.88 |
| Zone High |
$151.38 |
$16,354.99 |
| In Buy Zone? |
Yes
|
Yes
|