TSM vs TTD: Which Is the Better Buy?
Side-by-side comparison of Taiwan Semiconductor Manufacturing Company Limited and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
Taiwan Semiconductor Manufacturing Company Limited · Technology
$452.00
+13.9% upside to fair value
Med Conviction
Grade B
High Quality
VS
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
TSM has more upside to fair value
(+13.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
TSM |
TTD |
| Current Price |
$452.00 |
$14.26 |
| Fair Value Estimate |
$515.00 |
$14.00 |
| Upside to Fair Value |
+13.9%
|
-1.8%
|
| Market Cap |
$2,344.3B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
19.2x
|
7.5x
|
| Price / Sales |
0.5x
|
2.2x
|
| Price / FCF |
2.1x
|
7.8x
|
| Revenue Growth YoY |
+36.0%
|
+3.0%
|
| Gross Margin |
64.2%
|
83.0%
|
| Operating Margin |
56.0%
|
19.6%
|
| Return on Equity |
39.3%
|
16.1%
|
| Dividend Yield |
0.96% |
0% |
| FCF Yield |
47.62%
|
12.89%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Taiwan Semiconductor Manufacturing Company is the world's largest contract chipmaker, manufacturing advanced logic, mixed-signal, RF, and embedded memory wafers for high-performance computing, smartphones, IoT, and automotive customers from a base of 65,152 employees headquartered in Hsinchu, Taiwan. The business quality is exceptionally high: TTM gross margin is 64.2%, TTM operating margin is 56…
The Trade Desk operates a self-service, cloud-based demand-side platform that lets advertising agencies and their advertiser clients plan, buy and optimize data-driven digital campaigns across display, video, audio, native, social and connected TV, with 3,843 employees and a founder-led management team. Business quality is genuinely high on the unit economics: TTM gross margin of 83.0%, TTM opera…
Accumulation Zones
| Metric |
TSM |
TTD |
| Zone Low |
$386.25 |
$10.50 |
| Zone High |
$437.75 |
$11.90 |
| In Buy Zone? |
No
|
No
|