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 2026-07-17.
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
$409.74
+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 |
$409.74 |
| Fair Value Estimate |
$165.39 |
$594.12 |
| Upside to Fair Value |
+10.0%
|
+45.0%
|
| Market Cap |
$350.2B |
$2,125.1B |
| Forward P/E |
21.5x
|
38.8x
|
| EV / EBITDA |
15.1x
|
17.6x
|
| Price / Sales |
4.0x
|
14.5x
|
| Price / FCF |
23.3x
|
58.4x
|
| Revenue Growth YoY |
+7.4%
|
+36.0%
|
| 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%
|
1.71%
|
| 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 (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 |
PG |
TSM |
| Zone Low |
$124.04 |
$445.59 |
| Zone High |
$140.58 |
$505.00 |
| In Buy Zone? |
No
|
Yes
|