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 2026-09-23.
Taiwan Semiconductor Manufacturing Company Limited · Technology
$452.00
+13.9% upside to fair value
Med Conviction
Grade B
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$375.21
+28.2% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
UNH has more upside to fair value
(+28.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
TSM |
UNH |
| Current Price |
$452.00 |
$375.21 |
| Fair Value Estimate |
$515.00 |
$481.06 |
| Upside to Fair Value |
+13.9%
|
+28.2%
|
| Market Cap |
$2,344.3B |
$340.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
19.2x
|
15.0x
|
| Price / Sales |
0.5x
|
0.8x
|
| Price / FCF |
2.1x
|
14.4x
|
| Revenue Growth YoY |
+36.0%
|
+0.4%
|
| Gross Margin |
64.2%
|
22.5%
|
| Operating Margin |
56.0%
|
4.8%
|
| Return on Equity |
39.3%
|
14.6%
|
| Dividend Yield |
0.96% |
2.41% |
| FCF Yield |
47.62%
|
6.95%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
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…
UnitedHealth Group is the largest diversified healthcare enterprise in the United States, operating UnitedHealthcare insurance plans alongside Optum Health, Optum Insight, and Optum Rx, with 390,000 employees and a market capitalization of $340.74 billion. The business quality is high: a 14.6% return on equity, $26.07 in free cash flow per share, and a P/FCF of 14.39 demonstrate strong cash gener…
Accumulation Zones
| Metric |
TSM |
UNH |
| Zone Low |
$386.25 |
$360.80 |
| Zone High |
$437.75 |
$408.90 |
| In Buy Zone? |
No
|
Yes
|