PFE vs TSM: Which Is the Better Buy?
Side-by-side comparison of Pfizer Inc. and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Pfizer Inc. · Healthcare
$26.91
+30.1% upside to fair value
Med Conviction
Grade B+
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$365.90
-3.8% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
PFE has more upside to fair value
(+30.1%).
PFE trades at a lower forward P/E
(9.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
PFE |
TSM |
| Current Price |
$26.91 |
$365.90 |
| Fair Value Estimate |
$35.00 |
$352.00 |
| Upside to Fair Value |
+30.1%
|
-3.8%
|
| Market Cap |
$153.0B |
$1,897.7B |
| Forward P/E |
9.5x
|
26.0x
|
| EV / EBITDA |
13.8x
|
18.1x
|
| Price / Sales |
2.4x
|
13.3x
|
| Price / FCF |
16.8x
|
54.0x
|
| Revenue Growth YoY |
-1.6%
|
+33.0%
|
| Gross Margin |
70.3%
|
59.9%
|
| Operating Margin |
24.7%
|
50.8%
|
| Return on Equity |
9.0%
|
35.1%
|
| Dividend Yield |
6.4% |
1.05% |
| FCF Yield |
5.9%
|
1.85%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Pfizer remains the world's largest traditional pharmaceutical company by non-COVID revenue, generating $62.6B in 2025 sales across oncology, cardiovascular, immunology, and vaccines. The stock trades at a P/S of 2.44x, still well below the 5-year median of 3.10x, driven by post-COVID revenue normalization, a $17-18B patent cliff spanning 2026-2028, and $61.6B in acquisition-related debt from Seag…
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 |
PFE |
TSM |
| Zone Low |
$25.00 |
$265.00 |
| Zone High |
$29.00 |
$310.00 |
| In Buy Zone? |
Yes
|
No
|