TSM vs UNH: Which Is the Better Buy?
Side-by-side comparison of Taiwan Semiconductor Manufacturing Company Limited and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Taiwan Semiconductor Manufacturing Company Limited · Technology
$365.90
-3.8% upside to fair value
Med Conviction
Grade B+
VS
UnitedHealth Group Incorporated · Healthcare
$304.33
+41.3% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
UNH has more upside to fair value
(+41.3%).
UNH trades at a lower forward P/E
(15.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TSM |
UNH |
| Current Price |
$365.90 |
$304.33 |
| Fair Value Estimate |
$352.00 |
$430.00 |
| Upside to Fair Value |
-3.8%
|
+41.3%
|
| Market Cap |
$1,897.7B |
$276.2B |
| Forward P/E |
26.0x
|
15.1x
|
| EV / EBITDA |
18.1x
|
14.3x
|
| Price / Sales |
13.3x
|
0.6x
|
| Price / FCF |
54.0x
|
17.2x
|
| Revenue Growth YoY |
+33.0%
|
+11.8%
|
| Gross Margin |
59.9%
|
18.5%
|
| Operating Margin |
50.8%
|
4.2%
|
| Return on Equity |
35.1%
|
12.7%
|
| Dividend Yield |
1.05% |
2.9% |
| FCF Yield |
1.85%
|
5.82%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
TSMC remains the single most critical company in the global semiconductor supply chain, manufacturing virtually every leading-edge AI chip for NVIDIA, Apple, AMD, and the hyperscalers. The company delivered exceptional 2025 results with 33% revenue growth and 50% net income growth, driven by HPC surging to 55% of Q4 revenue. At the 3nm node, TSMC maintains production yields of 70-80% versus Samsu…
UnitedHealth Group is the world's largest diversified healthcare company, combining the dominant US health insurer UnitedHealthcare with the high-margin Optum services platform spanning care delivery, pharmacy benefits, and data analytics. The stock has fallen roughly 49% from its 2024 peak of $596, driven by elevated medical costs, DOJ antitrust scrutiny, CEO transitions (Brian Thompson's murder…
Accumulation Zones
| Metric |
TSM |
UNH |
| Zone Low |
$265.00 |
$280.00 |
| Zone High |
$310.00 |
$340.00 |
| In Buy Zone? |
No
|
Yes
|