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 2026-05-05.
Pfizer Inc. · Healthcare
$26.33
+28.6% upside to fair value
Grade B
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$366.24
+45.0% upside to fair value
Grade C High Quality
QuantHub Verdict
TSM has more upside to fair value (+45.0%). PFE trades at a lower forward P/E (19.3x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric PFE TSM
Current Price $26.33 $366.24
Fair Value Estimate $33.85 $531.05
Upside to Fair Value +28.6% +45.0%
Market Cap $149.8B $1,899.5B
Forward P/E 19.3x 27.2x
EV / EBITDA 12.9x 17.3x
Price / Sales 2.4x 12.8x
Price / FCF 16.5x 51.6x
Revenue Growth YoY -1.2% +36.5%
Gross Margin 70.3% 61.9%
Operating Margin 24.7% 53.2%
Return on Equity 8.7% 36.9%
Dividend Yield 0% 0%
FCF Yield 6.06% 1.94%
Analyst Consensus Hold Strong Buy
Investment Thesis
PFE — Pfizer Inc.
Pfizer Inc. is a leading global pharmaceutical company specializing in drug manufacturing with a strong presence in vaccines, oncology, and primary care. The company benefits from a seasoned leadership team under CEO Albert Bourla, who has driven a strategic transformation focusing on science-driven innovation and portfolio optimization. Despite a high gross margin of 70.3% and solid operating ma…
TSM — Taiwan Semiconductor Manufacturing Company Limited
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 PFE TSM
Zone Low $25.39 $398.29
Zone High $28.77 $451.39
In Buy Zone? Yes Yes
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