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 2026-07-17.
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$409.74
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
TSM has more upside to fair value
(+45.0%).
ORCL trades at a lower forward P/E
(31.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ORCL |
TSM |
| Current Price |
$184.31 |
$409.74 |
| Fair Value Estimate |
$210.13 |
$594.12 |
| Upside to Fair Value |
+14.0%
|
+45.0%
|
| Market Cap |
$530.1B |
$2,125.1B |
| Forward P/E |
31.0x
|
38.8x
|
| EV / EBITDA |
20.4x
|
17.6x
|
| Price / Sales |
7.9x
|
14.5x
|
| Price / FCF |
-22.4x
|
58.4x
|
| Revenue Growth YoY |
+20.6%
|
+36.0%
|
| Gross Margin |
65.8%
|
61.9%
|
| Operating Margin |
30.8%
|
53.2%
|
| Return on Equity |
50.4%
|
36.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
1.71%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Taiwan Semiconductor Manufacturing Company Limited (TSM) is a leading semiconductor foundry specializing in advanced chip manufacturing technologies. The company exhibits high business quality with a durable competitive moat driven by cost advantages, intangible assets, and strong brand recognition. It demonstrates robust profitability with a net margin of 47.0% and a return on equity of 36.9%. R…
Accumulation Zones
| Metric |
ORCL |
TSM |
| Zone Low |
$157.60 |
$445.59 |
| Zone High |
$178.61 |
$505.00 |
| In Buy Zone? |
No
|
Yes
|