PG vs TSM: Which Is the Better Buy?
Side-by-side comparison of The Procter & Gamble Company and Taiwan Semiconductor Manufacturing Company Limited — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
The Procter & Gamble Company · Consumer Defensive
$150.38
+10.0% upside to fair value
Grade B
High Quality
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$462.12
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
TSM has more upside to fair value
(+45.0%).
PG trades at a lower forward P/E
(21.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
PG |
TSM |
| Current Price |
$150.38 |
$462.12 |
| Fair Value Estimate |
$165.39 |
$670.07 |
| Upside to Fair Value |
+10.0%
|
+45.0%
|
| Market Cap |
$350.2B |
$2,396.8B |
| Forward P/E |
21.5x
|
32.4x
|
| EV / EBITDA |
15.1x
|
20.5x
|
| Price / Sales |
4.0x
|
15.2x
|
| Price / FCF |
23.3x
|
61.4x
|
| Revenue Growth YoY |
+7.4%
|
+35.1%
|
| Gross Margin |
50.3%
|
61.9%
|
| Operating Margin |
23.2%
|
53.2%
|
| Return on Equity |
31.3%
|
36.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.29%
|
1.63%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
The Procter & Gamble Company is a leading global consumer defensive company specializing in household and personal products with a strong portfolio across fabric care, baby and family care, beauty, health care, and grooming. The business quality is high, supported by a durable competitive moat from strong brands, consistent earnings growth, and prudent capital allocation emphasizing dividends and…
Taiwan Semiconductor Manufacturing Company Limited (TSMC) is the world's leading semiconductor foundry, commanding over 60-70% global market share in advanced process nodes. The company benefits from a very strong and widening moat driven by unmatched EUV-intensive capacity and a conservative, shareholder-friendly capital allocation strategy. TSMC's business quality is high, with robust profitabi…
Accumulation Zones
| Metric |
PG |
TSM |
| Zone Low |
$124.04 |
$502.55 |
| Zone High |
$140.58 |
$569.56 |
| In Buy Zone? |
No
|
Yes
|