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 2026-05-04.
The Procter & Gamble Company · Consumer Defensive
$143.45
+13.8% upside to fair value
Grade B High Quality
VS
Taiwan Semiconductor Manufacturing Company Limited · Technology
$366.24
+5153.7% upside to fair value
Grade C High Quality
QuantHub Verdict
TSM has more upside to fair value (+5153.7%). PG trades at a lower forward P/E (20.8x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric PG TSM
Current Price $143.45 $366.24
Fair Value Estimate $163.27 $19,241.17
Upside to Fair Value +13.8% +5153.7%
Market Cap $334.0B $1,899.5B
Forward P/E 20.8x 27.2x
EV / EBITDA 15.4x 17.3x
Price / Sales 3.9x 12.8x
Price / FCF 22.2x 51.6x
Revenue Growth YoY +7.4% +36.5%
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 4.5% 1.94%
Analyst Consensus Buy Strong Buy
Investment Thesis
PG — The Procter & Gamble Company
The Procter & Gamble Company is a leading consumer defensive firm specializing in household and personal products with a diversified portfolio across fabric and home care, baby and family care, beauty, health care, and grooming segments. The business quality is high, supported by durable brands, strong margins with a 50.3% gross margin and 19.2% net margin, and consistent earnings growth evidence…
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 PG TSM
Zone Low $122.45 $14,430.88
Zone High $138.78 $16,354.99
In Buy Zone? No Yes
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