ORCL vs TSM: Which Is the Better Buy?
Side-by-side comparison of Oracle Corporation and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Oracle Corporation · Technology
$175.08
+24.7% upside to fair value
Grade B
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$365.90
-3.8% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
ORCL has more upside to fair value
(+24.7%).
TSM trades at a lower forward P/E
(26.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ORCL |
TSM |
| Current Price |
$175.08 |
$365.90 |
| Fair Value Estimate |
$218.26 |
$352.00 |
| Upside to Fair Value |
+24.7%
|
-3.8%
|
| Market Cap |
$503.5B |
$1,897.7B |
| Forward P/E |
30.8x
|
26.0x
|
| EV / EBITDA |
21.4x
|
18.1x
|
| Price / Sales |
7.9x
|
13.3x
|
| Price / FCF |
-20.4x
|
54.0x
|
| Revenue Growth YoY |
+7.0%
|
+33.0%
|
| Gross Margin |
66.4%
|
59.9%
|
| Operating Margin |
30.8%
|
50.8%
|
| Return on Equity |
57.4%
|
35.1%
|
| Dividend Yield |
0% |
1.05% |
| FCF Yield |
—
|
1.85%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Oracle Corporation is a leading technology company specializing in software infrastructure, with a dominant Cloud and License Business segment generating 85.8% of its $57.4 billion revenue in fiscal 2025. The company benefits from a durable competitive moat driven by decades of leadership continuity, aggressive M&A history, and a strong position in enterprise software and cloud services. Despite …
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 |
ORCL |
TSM |
| Zone Low |
$163.69 |
$265.00 |
| Zone High |
$185.52 |
$310.00 |
| In Buy Zone? |
Yes
|
No
|